Investment Strategy
Absolute return strategies: Down, but not out
Absolute return still warrants an allocation in asset owners’ portfolios although investors need to be more selective about how they invest, says Cambridge Associate head, Travis Schoenleber.
Investment Strategy
Rob Fowler: Australia’s ESG activist says measuring impact is critical
Measuring the impact of investments aligned with UN sustainability development goals is something all asset owners are struggling with. However, progress is critical for responsible investing to evolve, says Rob Fowler, former head of investment execution at HESTA.
Investment Strategy
Aussie investors should diversify into quality US real estate
There’s always a flight to quality when there are stresses in the market and at this point in the cycle institutional investors should focus on the quality of market and the quality of real estate, says JP Morgan Asset Management's Ann Cole.
Receive our latest articles, profiles, news and event invitations direct to your inbox.
The leading superannuation, institutional investment and fund management publication in Australia.