investment strategy

Investment Strategy

Sukholitsky: Economy and markets dislocated for good reason

The Xallarp Advisory founder and ex-Goldman Sachs strategist says stunted economic growth is combining with unprecedented policy intervention to create a dislocation that has distorted the very premise of markets.

Tahn SharpeAugust 3, 2020

Fiduciary Investors Symposium

FRR won’t add risk, ending trend

The French pension fund will not increase the return-seeking proportion of its portfolio, citing inflation fears and expensive equities.

Amanda WhiteOctober 24, 2018

Hedge Funds

Active and determined: CareSuper’s Suzanne Branton

Nearly two years after taking on the CIO role at CareSuper, Suzanne Branton is building out her team and settling in for the long haul.

Sally RoseJanuary 9, 2018

Hedge Funds

Statewide’s Con Michalakis: On guard against complacency

Statewide Super’s Con Michalakis may not have a reputation as a conservative kind of guy but his market outlook is imbued with caution.

Sally RoseSeptember 5, 2017

Hedge Funds

When the whole world is a carry trade

A decade on from the global financial crisis markets could again be teetering on the brink of catastrophe, warns Satyajit Das.

Mark StoryJune 29, 2017

Hedge Funds

A new feel-good script at Media Super

Three years on from a restructure, that included abolishing the chief investment officer role, Media Super is seeing results.

Dan PurvesJune 15, 2017

Hedge Funds

Conexus Super Awards 2017 | CIO of Year Cbus’ Donohue & Fok

Cbus’ Trish Donohue and Kristian Fok were joint recipients of the coveted title of Chief Investment Officer of the Year at the Conexus Financial Superannuation Awards 2017.

Dan Purves and Sally RoseMarch 10, 2017

Events

Super Fund of the Year 2017 and other winners revealed

The winners of the Conexus Financial Superannuation Awards 2017 were unveiled at a black-tie event at the Ivy in Sydney on March 9, 2017.

Dan PurvesMarch 9, 2017

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