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Opinion

How many super funds is the right number?

There hasn’t been a good political stoush in the superannuation industry for some time. The main game in recent years has been adequacy, with debate involving not whether we should be saving more but, rather, how we go about it. Enter Jeremy Cooper, drawing the ire of new IFSA chief executive, John Brogden, for perhaps […]
Investment Strategy

Mercer anoints its three alternative assets to watch

Mercer Investment Consulting has predicted that the next “big things” in the alternatives market will be private debt, insurance-linked securities, and aircraft leasing. “We’ve recently experienced an alternatives bubble as investors, chasing ‘alpha’ or above-index returns, sought greater exposure to alternative asset classes such as hedge funds – many of which haven’t delivered,” according to […]
Investment Strategy

Mercer anoints its three alternative assets to watch

Mercer Investment Consulting has predicted that the next “big things” in the alternatives market will be private debt, insurance-linked securities, and aircraft leasing. “We’ve recently experienced an alternatives bubble as investors, chasing ‘alpha’ or above-index returns, sought greater exposure to alternative asset classes such as hedge funds – many of which haven’t delivered,” according to […]
Investment Strategy

Kill complexity, just follow the money: Schroders

The head of Australian equities at Schroders Investment Management, Martin Conlon, has argued that good investment analysis looks first at the ungeared cashflows of companies. The industry’s favoured valuation yardstick, the price/ earnings ratio, was unreliable because it introduced leveraged profits into the process. The importance of finding the true source of cashflows was demonstrated […]
Investment Strategy

Kill complexity, just follow the money: Schroders

The head of Australian equities at Schroders Investment Management, Martin Conlon, has argued that good investment analysis looks first at the ungeared cashflows of companies. The industry’s favoured valuation yardstick, the price/ earnings ratio, was unreliable because it introduced leveraged profits into the process. The importance of finding the true source of cashflows was demonstrated […]
Hedge Funds

Putting the ‘life’ into life insurance

Normal 0 false false false MicrosoftInternetExplorer4 Putting the ‘life’ into life insurance Say what you like about retail life insurance, it does tend to come up with innovations that the group side aspires to. So Unbalanced wonders whether any group BDM is willing to put themselves out there as far as Jordan Hawke, the general […]
Hedge Funds

Putting the ‘life’ into life insurance

Normal 0 false false false MicrosoftInternetExplorer4 Putting the ‘life’ into life insurance Say what you like about retail life insurance, it does tend to come up with innovations that the group side aspires to. So Unbalanced wonders whether any group BDM is willing to put themselves out there as far as Jordan Hawke, the general […]
Hedge Funds

The rise of Capital Guaranteed: more than a knee-jerk reaction

Since compulsory superannuation was introduced in the early 1990s, the focus of financial planners has been on strategies to maximise contributions and accumulation; and the focus of product manufacturers has been on products to cater to those strategies. But as an increasing number of super fund members move from the accumulation phase of their financial […]
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