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.
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.
Life sciences seen as growth asset for real estate
Investments in medical centres, retirement communities and aged care homes are supported by long term demographic trends, but sourcing the operators to manage the asset is proving a challenge for investors.
Splitting super: A better deal for women
When it comes to family law disputes there have been positive changes in recent years. But splitting super assets is still far harder than it needs to be.
TelstraSuper’s Anne-Marie Corboy calls for equality in retirement
Anne-Marie Corboy, chair of Australia’s largest corporate superannuation fund, talks about sustainability, the Retirement Income Review and the urgent need for policies that help disadvantaged women.
Former Trump adviser warns of global recession
Kevin Hassett, the former economic adviser to US president Donald Trump, has warned that the chance of the global economy falling into a deep recession from the coronavirus outbreak was “pretty close to 100 per cent.”
Are you (really) a long-term investor?
If you could demonstrate investor skill making short-term allocations, avoiding pitfalls, and making small but positive incremental improvements, you could build successfully to a long-term outcome.
Investing late in the cycle is risky says investment manager
Investors are increasing their allocation to real estate which has caused a supply and demand mismatch sparking concerns that risks in the sector are mounting, says AXA Investment Management’s Justin Curlow.
Funds hunt for niche plays in private credit
Australia’s consultants say investor appetite has turned towards niche and esoteric private credit strategies as they hunt for extra yield in the asset class.
Asset owners tap direct lending in Asia
Institutional investors including Australian super funds are allocating more money to private credit strategies in Asia as the region’s banks dial back lending to the middle market in favour of larger companies.
Confidence in global retirement systems shaken, says Mercer
The OECD recently warned that the community’s belief that pension systems will deliver on their promises has been eroded. Mercer’s David Knox says this has dented confidence.
Recession likely in six months: index
There is a 70 per cent chance a recession will occur in the next six months according to a new index measuring the state of the economy that uses a statistical method first applied to analysing human skulls.
