While the March sell-off destabilised portfolios, savvy funds used what Cbus Super's Scott Pappas called 'the mother of all stress tests' to gauge how well their portfolio managers shifted strategy and handled the duress.
Jessica SierSeptember 28, 2020
This year’s single-best trade was Chinese mid-cap semiconductor and tech stocks, according to UBS O’Connor's Kevin Russell. This illustrates how China’s domestic consumption economy allows it to combat any trade wars with the US.
Jessica SierSeptember 24, 2020
APRA's heatmap will be a catalyst for changes to partnerships and structures super funds use to execute alternatives and hedge funds strategies if discussions happening at the moment are anything to go by, Cambridge Associates's Travis Schoenleber has said.
Matthew SmithSeptember 24, 2020