Collaborate rather than compete with China on infrastructure
Local super funds and managers could look to partner with Chinese state-backed investors to form bidding consortiums for Australian assets.
Demand for responsible investment pushing up the chain
Major institutional investors say end-client demand for better disclosures on responsible investment practices is flowing through.
Bright ideas deserve a structured evaluation process
Leaders of high-performing investment teams hear no shortage of new ideas. The challenge is filtering them.
GAM argues for push into emerging market currencies
Australian institutional investors have been urged to consider taking unhedged positions on emerging market currencies in 2017.
Follow the fundamentals: mispricing in currency markets
Investors are missing the chance to exploit fundamental mispricing in global currency markets, William Blair’s Thomas Clarke argues.
Shift from active to passive management a permanent trend
Permanent structural change is hitting the industry; asset owners and managers must brace for consolidation and other disruptions.
CFM president: Risk is constant; choose which kind to carry
Investors should focus on shaping risk within portfolios, not trying to avoid it, a gathering of institutional investors has heard.
Fiduciary investors must factor cost to society into returns
Asset owners must embrace a more holistic understanding of their fiduciary duty or risk further populist backlash, Saker Nusseibeh argues.
Trump’s Twitter account isn’t generating sustainable growth
President Trump has been a sugar boost for markets, but they are driven by fundamentals, State Street Global Advisors’ Dan Farley says.
Super industry, consider taking the Banking and Finance Oath
The BFO has been designed to incorporate the entire financial services sector, and super, like it or not, is part of the finance industry.
Tipping the super fund scales
An industry-wide study has concluded that nearly one-quarter of all superannuation funds are failing the APRA scale test.
