investors

Investment Strategy

Institutional funds destined to become international power brokers

Superannuation funds and institutional investors worldwide are due to have a bigger impact on the way government and our society is run over the next 10 years, predicts Ross Barry, head of research at First State Super. Barry, whose recent book Crisis and Complexity, charts the change in economic theory through each major financial crisis […]

David RowleyFebruary 9, 2015

Hedge Funds

Regaining control: why investors must stand up to banks

As the chief executive of a financial services media and events business, Colin Tate benefits from the growth in the banking sector. But at the same time he is perplexed by the bad corporate behaviour, large pay packets, and secret negotiations of international banks. It’s time, he says, for institutional investors to demand change. I’m […]

Colin TateMarch 29, 2014

Investment Strategy

Murray review urged to offer care home tax break for super investors

Superannuation funds should be given short-term tax incentives to invest in social infrastructure, such as retirement homes to help meet a shortfall in the care needs of the baby boomers, a chief investment officer will propose to the Murray Review. David Bryant of Australian Unity believes the investment is ideally suited to superannuation funds due […]

David RowleyDecember 9, 2013

Opinion

The misguided idealism of Arthur Sinodinos

There are many reasons to applaud the discussion paper issued by Treasury on better governance and transparency in superannuation, but its ownership by someone without an in-depth knowledge of retirement planning is worrying. That Arthur Sinodinos, the minister for financial services and assistant treasurer, also has a background in banking and thus a clear bias […]

David RowleyNovember 28, 2013

Hedge Funds

Australia missing out on Asian century

There is no doubt that Australia is ideally placed to play a significant role in the future growth and development of the Asian region. There are very few people who would disagree that Asia, in general terms, is set to become an increasingly key global power in financial and economic terms, and Australia should be […]

Harvey KalmanOctober 4, 2013

Hedge Funds

Smart beta: is it worth it?

Most smart-beta offerings fall into the same trap as index strategies: blindly following a set of criteria even when the strategy is underperforming. Instead, beta harvesters should be more thoughtful, according to Tim Gardener, head of institutional client strategy at AXA Investment Managers, who also believes smart-beta strategies are overpriced. “In beta strategies, market cap […]

Amanda WhiteSeptember 2, 2013

Investment Strategy

Opening China: a green light for investor action?

The changing nature and openness of emerging market financial systems mean that constant assessment of the environment is necessary. MSCI is currently considering whether to increase the allocation of China’s weight in the emerging market index to include the nation’s A shares. (Concurrently MSCI Korea and MSCI Taiwan Indices remain under review for a potential […]

Amanda WhiteJuly 22, 2013

CMSF

“EU will survive no problem”,
US in recovery

The European Union will survive and the US economy will bounce back, according to international experts speaking at a CMSF plenary session. Andreas Huebner, senior managing director of Lazard, said the “EU will survive no problem” but acknowledged there was a long way to go, with economic fundamentals still weak. He sees the real problem […]

Amanda WhiteMarch 20, 2013

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