Super funds are set to invest more than $100 billion a year offshore, according to ASFA’s chief executive Martin Fahy, amid annual inflows of more than $140 billion a year in contributions from employers and members.
High-level tailwinds remain in place and are set to further propel private debt as a mainstream asset class, according to Marcus De Kock, alternatives investment director, Pacific, Mercer, and the time for funds to act on the private debt opportunity is now.
Get ready for greater investment uncertainty as inflation and rates rise, warns NSW Treasury Corporation’s CIO, Stewart Brentnall, and prepare for a range of scenarios possibly including a “biting recession” in Australia.
Without a carbon price there had been a slow transition to renewable energy around the world which meant the world needed to invest in hydrocarbons in the short to medium term, according to US government adviser and Russia expert Stephen Kotkin.
Cate Wood, a former national chair of Women in Super and past president of the Australian Institute of Superannuation Trustees speaks in depth with Robbie Campo, a Cbus executive and passionate advocate for the economic security of women in retirement about equity in super, why women are still falling behind their male peers, the thorny issue of tax concessions and the problems which will be faced by an aging Australia.
Investors seeking Australian dollar returns can use emerging market debt to enhance yield and reduce volatility according to MFS International’s income portfolio manager, Ward Brown.
Spirit Super chair Naomi Edwards said the fund was “having coffees with people at the moment” about mergers but there were no announcements imminent even as she maintained the fund was aiming to double its assets. Glenda Korporaal writes.
The low yield environment of recent years had put a focus on the positive correlation between bonds and equities according to Laura Ryan, head of research at fixed income investment boutique, Ardea Investment.
Private credit has a unique opportunity to add to the battle against climate change and it has the potential to be more effective than the market may currently be aware, according to Blackstone Credit’s sustainable resources global head Robert Horn.
AustralianSuper’s Katie Dean questioned what effect US Federal Reserve moves were likely to have on inflation and the timing of when to shift back into fixed income.
Super funds are missing an opportunity to attract women to their products, especially given women make or are involved in the majority of financial decisions in households according to CoreData group chief executive officer Andrew Inwood.
The man who might be the next superannuation minister wants to move past the super and climate wars and bring responsible investing front and centre. However, the member for Whitlam, one of the most carbon-intensive electorates in the country, is aware the transition needs nuance to prevent communities being left behind.
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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
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