Opinion
Is the equity market broken?
Stocks went gangbusters in 2019, but the rally that has extended into January hides the stark contrast between earnings growth and discount rates.
Michael KolloJanuary 20, 2020
Opinion
Opinion
Australia’s climate emergency
Amidst the worst bush fires in recorded history, PRI CEO Fiona Reynolds is calling on asset owners to encourage the government to take action on climate change and confront corporate lobby groups.
Fiona ReynoldsJanuary 20, 2020
Opinion
Michalakis warns funds to buckle up for rollercoaster
The underlying volatility of equity returns may more than swamp the so called “yield” on offer in 2020.
Con MichalakisDecember 18, 2019
Industry View
David Bell to head new Australian retirement think-tank
The ex-Mine Super CIO has been appointed executive director of the Conexus Institute, a new think-tank that aims to disrupt, influence and become a catalyst for change in the Australian retirement sector.
Sarah JonesNovember 18, 2019
Industry View
Kelty fires up: ‘Leave super alone’
Bill Kelty, the Australian trade unionist who helped paved the way for the introduction of the superannuation guarantee in 1992, has called for policymakers to leave the system alone.
Tahn SharpeNovember 11, 2019
Industry View
Costello says Future Fund ‘alert’ to market risks
Peter Costello said the board of the $165.7 billion Future Fund “remains alert” to growth and market shocks despite high allocation to risk assets.
Sarah JonesOctober 21, 2019
Industry View
Absolute return back in vogue as volatility spikes
Newton Investment Management's Aron Pataki expects money will likely return to absolute return strategies as markets enter a new era of low returns and wild price swings.
Sarah JonesOctober 18, 2019
Industry View
Death of the industry fund?
David Bell says industry funds have a unique opportunity to showcase the value of industry-specific engagement and product features. But beyond insurance arrangements, how much tailored product design exists?
David BellOctober 9, 2019
