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Investment Strategy

Lally looks back at Sunsuper

Tony Lally has resigned from his position as chief executive of Sunsuper, citing the desire to pursue non-executive director roles following six years at the helm. He told Investment Magazine that he achieved everything he’d set out to. “When I joined it was very much a run-of-the-mill industry fund, but the work I’ve done over […]
Investment Strategy

Fiduciaries and investors ‘divided’ over inflation

There is a fundamental disconnect emerging between fiduciaries, and their underlying “real” investors, on whether deflation or inflation is the prevailing investment theme, according to The Canonbury Group’s Pippa Malmgrem. The political and policy consultant to global investors was speaking directly after attending the annual central bankers’ summer retreat at Jackson Hole, Wyoming, where for […]
Investment Strategy

Fiduciaries and investors ‘divided’ over inflation

There is a fundamental disconnect emerging between fiduciaries, and their underlying “real” investors, on whether deflation or inflation is the prevailing investment theme, according to The Canonbury Group’s Pippa Malmgrem. The political and policy consultant to global investors was speaking directly after attending the annual central bankers’ summer retreat at Jackson Hole, Wyoming, where for […]
Opinion

MLC on commodities: maybe this time it’s different

While Australia’s fortunes have been closely linked to commodity prices over the very long term, Australian investors have been wary of commodities as an asset class – perhaps until now. MLC has issued a briefing note as to whether the latest bull market in commodities is a fad or here to stay.
Opinion

MLC on commodities: maybe this time it’s different

While Australia’s fortunes have been closely linked to commodity prices over the very long term, Australian investors have been wary of commodities as an asset class – perhaps until now. MLC has issued a briefing note as to whether the latest bull market in commodities is a fad or here to stay.