Insurance and technology equities ride the bulls

With utilities, his observation is to “invest in the service providers rather than the utilities themselves because they’re having to spend on equipment and infrastructure. And, with telecoms, while we’re not negative on these, there’s less opportunities in the market.”

Turner has 10 clients in Australia including: HESTA, Australian Government Employees Super Trust, Telstra Super, Vision Super, and funds manager Victorian Funds Management Corporation.

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ART CIO says balance sheet management will reshape super investing

Ian Patrick, chief investment officer of the $370 billion Australian Retirement Trust, says that integrated balance sheet management will “beyond a shadow of a doubt” become a more prominent feature in the superannuation industry as funds grapple with the compounding effects of their growing size, systemic importance and the liquidity needs of servicing a larger cohort of retirees.

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