Investment Strategy
UniSuper members switch $2 billion into cash
Chief investment officer John Pearce said liquidity in the $85 billion superannuation fund was stable despite the market slump and member switching.
Sarah JonesMarch 24, 2020
Investment Strategy
Investment Strategy
Don’t expect heroic investment calls from CIOs
Crisis environments are always tough for the investment chiefs of super funds. It’s important to recognise the range of demands they face during a crisis. You shouldn't expect most CIOs to make “heroic investment calls”.
David BellMarch 23, 2020
Investment Strategy
Danielle DiMartino Booth says coronavirus pandemic could trigger credit crisis
A former adviser to the US Federal Reserve said increased volatility in bonds and turmoil in the money markets from the outbreak of the coronavirus could signal a looming credit event despite the Fed’s latest bid to inject liquidity into the system.
Elizabeth FryMarch 18, 2020
Investment Strategy
AMP Capital sees uptick in second half
Senior economist Diana Mousina said a global downturn sparked by the coronavirus should start to improve mid-year assuming countries take strong quarantine measures to slow the outbreak.
Sarah JonesMarch 18, 2020
Investment Strategy
Hostplus hires second deputy CIO
Hostplus has restructured its investment team to include a second deputy chief investment officer as it buys up equities into the market sell-off.
Elizabeth FryMarch 17, 2020
Investment Strategy
UniSuper calls on peers to suspend stock lending
CIO John Pearce has suspended the fund's stock lending program amid the worst equity sell off since the black market crash of 1987.
Sarah JonesMarch 16, 2020
Investment Strategy
IFM Investors expect infrastructure inflows
Chief economist Alex Joiner expects pension funds to load up on mid-risk assets like infrastructure, particularly in the aftermath of the coronavirus.
Sarah JonesMarch 15, 2020
Investment Strategy
Super funds follow ADIA into new real estate sector
Australian asset owners are only just starting to invest in realtech, a new sub sector of real estate that some of the world’s largest institutional investors have already allocated capital to.
Sarah JonesMarch 15, 2020
