portfolio construction

Investment hubris a handicap in pandemic era

Humility will be key for investors in navigating the pandemic markets era, a panel has heard. The biggest mistake now is to presuppose that yesterday’s metrics and tools will work tomorrow.

Tahn SharpeAugust 26, 2020

The new defensive: Is there life after bonds?

Investors are facing some deeper thinking about defensive asset classes, portfolio diversification and income generation in light of the diminished attributes bonds now hold in light of unique circumstances financial markets are throwing up. Experts discuss the evolving environment and consider relevant defensive strategies.

Matthew SmithJuly 27, 2020

Fixed Income and Credit Forum

Plenty of love for cash and liquidity

The Future Fund’s affinity for cash and the importance of flexibility in fixed income were topics in a panel on portfolio construction.

Roger BalchNovember 10, 2017

Hedge Funds

Risk avoidance may be the biggest risk of all

Kevin Haran explains that most Australian investors, like their global counterparts, are embracing risk to combat low interest rates.

Kevin HaranJune 6, 2017

CIO profiles

Granular asset allocation – David Neal, CIO profile

Many will quickly tell you there is greater return to be made from smart asset allocation than from manager selection, but few investors will jump to expand on this theory the way the Future Fund does. For David Neal, chief investment officer of the fund, strategic portfolio construction is typically done at too high a […]

David RowleyJanuary 16, 2014

Investment Strategy

AvSuper mandate for Perpetual

The aviation industry-based superannuation fund AvSuper has awarded a $75-million mandate to Perpetual Investments, to be managed in a concentrated Australian equity strategy. AvSuper has about $1.4 billion in funds under management and 6100 members. The concentrated equity strategy is managed by Paul Skamvougeras, who says the concentrated equity portfolio typically holds about 30 stocks. […]

I & T NewsFebruary 26, 2013

Investment Strategy

“Risk parity” the new black

Wai Lee, chief investment officer and director of research at New York-based Neuberger Berman Risk management in portfolio construction begins with “knowing your universe” and understanding your investment goals, according to an award winning fund manager. Wai Lee, chief investment officer and director of research at New York-based Neuberger Berman, was named winner of the […]

I & T NewsDecember 4, 2012

Investment Strategy

Castlereagh is feeling his age

I&T News has a new columnist, one of Sydney’s biggest investors and wheeler-dealers, who goes by the nom de plum, Castlereagh. Not only has my gout flared up again after a big week on the lunch circuit, but I’m scratching my head and wondering if the financial world is passing me by. Here’s the thing. I’m […]

I & T NewsOctober 22, 2012