Equities to remain key in asset portfolios despite lower returns
Equities are a long-term investment that will continue to be a key growth asset within a portfolio, notwithstanding lower returns in the current volatile market.
Shift to positive stock-bond correlation could increase risk, reduce returns
Investors may have to fundamentally rethink their return and risk expectations with experts arguing there are signs that stock and bond return correlations could turn positive and stay that way for years or even decades.
AMP’s new retirement solution seeks to offer certainty and duration
AMP’s new retirement income solution seeks to give retirees a market-linked income stream with guaranteed lifetime bonuses. However, retirees will only be able to access the product through its financial advisory network.
Developing uniform EU energy policy is challenging
Developing uniform energy policy in the EU has been challenging amid new regulation that has helped capital inflows into ESG-focused portfolio managers.
HESTA drops Origin Energy from watchlist following gas divestment
HESTA has dropped Origin Energy from a watchlist of carbon-intensive portfolio companies after the energy company announced plans to exit the controversial Beetaloo Basin gas project in Northern Territory and existing upstream exploration permits.
Equip Super beefs up defensive, real assets investment teams
Equip Super hires two senior portfolio managers to strengthen its defensive assets, alternatives and real assets team at a time when public markets have been hit by inflation and fears of steep interest rate hikes.
APRA’s YFYS performance test a success on the surface
Despite reporting improved outcomes for members, the release of APRA’s second Your Future, Your Super performance test results masked the unintended consequences of the test in its current form, experts say.
ESG, pay and the economy set to dominate corporate AGM season
Australian super funds are heading into the corporate annual general meeting season with ESG as the dominant theme as well as focusing on executive pay, retention incentives and the economy.
YFYS test constrains investment strategies at a cost to members
New research by The Conexus Institute estimates the Your Future, Your Super performance test creates a sizable degree of investment strategy constraint that comes at a significant opportunity cost to consumers. So why is a significantly improved solution unlikely?
Australia ranked 6th in Mercer CFA Institute Global Pension Index
Australia’s superannuation system ranked 6th for the second year running in the Mercer CFA Institute Global Pension Index – the highest among Asia Pacific countries – underscoring the strength and sustainability of the country’s $3.4 trillion retirement savings pool.
YFYS performance test distorts fund investment behaviour
Industry experts discuss whether the Your Future Your Super performance test should exist, its impact on fund behaviour and how it will fit with the government’s longer-term desires of nation building and social housing as the government reviews implementation issues arising from the test.
FEAL appoints Katrina Bacon as CEO
The Fund Executives Association has appointed a new chief executive officer at a time of much change within the $3.4 trillion superannuation industry.
