articleHedge funds
Bridgewater sees $41 trillion hole in income
The world's largest hedge fund has built macro programs that identified the global income shortfall as well as the winners and losers from the downturn.
Sarah Jones
Sarah Jones is the deputy editor of Investment Magazine. She previously worked for Bloomberg News in London for more than 12 years covering equity markets and global asset management. Prior to moving to the UK, she worked for Australian Associated Press in Sydney covering economics and monetary policy.
articleGeopolitics
Princeton’s Kotkin sees ‘debt bomb’ ahead
The professor of history and international affairs says governments need to act fast to get people back to work.
articleInvestment strategy
Central bank ‘vapour pricing’ will lead to a further misallocation of resources
William Blair's Brian Singer is looking outside the US for opportunities as the recovery from the pandemic is going to take longer than what is priced in.
articlePolicy and regulation
AusSuper’s Delaney: Don’t tighten too early
CIO Mark Delaney says more time should be spent analysing the government's fiscal response to the pandemic which will be key to Australia's recovery.
articleCredit
AMP Capital’s Alliston turns bullish on credit
The investment head of the multi-asset group has wasted no time in seizing opportunities in credit markets even though the future remains murky.
Investment Strategy
MLC adds to private equity through crisis
CIO Jonathan Armitage’s $4 billion private equity team has been committing extra capital through the pandemic.
Sarah JonesMay 15, 2020
Events
Super Fund of the Year 2020 and all the winners
The $75 billion Sunsuper has scooped up three gongs at the Chant West Super Fund Awards.
Sarah JonesMay 14, 2020
Real Estate
Commercial real estate to take 20pc hit from virus
The $1.2 trillion asset manager DWS group said rental declines from the outbreak of Covid-19 will hit valuations as more companies file for bankruptcy.
Sarah JonesMay 11, 2020