“In light of this, we considered whether the overall view of growth assets should be raised to positive to take advantage of improved valuation signals resulting from recent price falls. “On balance, however, while we believe double-dip and inflation risks are low, the consequences of such events would be extremely severe in a world with ballooning fiscal deficits and fragile banking systems. As a result, we have decided to retain our current neutral stance on growth versus defensive assets.
Investments
Rest Super has built its private equity program around a deliberately selective approach to manager and deal selection, favouring a concentrated roster of external partners and proactively seeking out top PE firms rather than waiting for them to come knocking. Head of private markets Marina Pasika unpacks the program’s coming of age and what powered an asset class return more than double the peer average in the last financial year.
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