A wave of consolidation will see Australia’s superannuation industry emerge with a handful of jumbo funds and a clutch of niche players, says First State Super’s Deanne Stewart.
Australia’s $2.9 trillion superannuation industry should not be afraid of using artificial intelligence or machine learning, delegates were told at the Absolute Returns Conference in Sydney.
As Australian investors ramp up exposure to private markets they should check who in the fund structure is there to look after their interests, says Castle Hall’s Alex Wise.
There are multiple drivers of currency and investors have failed to understand that these are far more complex than just momentum and carry and change over time.
Two of Australia’s largest superannuation funds expect markets to climb a wall of worry, extending a ‘record-breaking’ bull market.
Australian asset owners have intensified their search for yield in direct lending as cash rates head toward zero or below.
Managing higher volatility has become much tougher with interest rates at such low levels since any change will lead to greater convexity, according to three panellists speaking at Investment Magazine’s Fixed Income and Credit Forum.
Six Australian super funds were named world leaders in responsible investing at a PRI conference in Paris this week.
Capital availability is like a pendulum and whilst it is very favourable towards managers right now, we know this will swing back at some stage, says Australia’s sovereign wealth fund.
The landscape for fixed income investors has changed dramatically with the spread of ultra-low and negative bond yields and the traditional uses of fixed income are challenged.
Despite the huge inflows into emerging market debt, it is still an underinvested asset class which has achieved solid returns –up to 6 per cent in some countries.
Investors are expecting too much from unconstrained fixed income managers and trade-offs need to be made.
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