inflation-linked bonds

Opinion

Infrastructure assets: not a silver bullet for inflation

It is commonly stated that infrastructure helps protect portfolios from inflation, but Justin Webb, associate director of Access Capital and member of the Investment Management Consultants Association & Mike Wright senior associate at Access Capital Partners believe this claim does not always stand up to close scrutiny. It is often claimed that infrastructure investments provide […]
Investment Strategy

Diversification pulls up Perpetual

It might only have $100 million under management, but Perpetual’s Diversified Real Return Fund has a major role to play in the future of the fund manager as it rebounds from recent turmoil. Perpetual’s roller coaster ride is well known in the industry. The $1.2 billion that walked out the door when John Sevior left […]
Hedge Funds

Investing in a nation for the good of the country

John Oliphant, head of actuarial and investments at South Africa’s $130-billion Government Employees Pension Fund (GEPF), says the fund considers high-impact investments that develop the domestic economy as being in the long-term interests of its members. “We [GEPF] are effectively a third of South Africa’s GDP so what we think is that if the country does […]