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Government, not super funds, should be guiding decumulation: Grattan
The inertia that rules the retirement system means bigger ideas are needed if members are going to get the best outcome in retirement. And with millions set to...
Capital investment can thrive through 'reglobalisation' era, despite integration crisis
Investors should keep a close eye on the new Cold War brewing between China and the US, but its outcome could still support “robust” trade and investment...
Trump bump expectations potentially 'misplaced': Yarra
Tweets aren’t policy, but Yarra Capital believes that financial markets are underestimating Trump’s intentions. Expect 2025 to be the year of higher debt,...
Offshore assets drive need for true diversification: Atlantic House
The flip in the negative correlation between bonds and equities has revealed that the protections investors took for granted were based entirely on assumption....
How to get a ‘return on time’ in private markets
Private market returns are nothing to sneeze at, but investors need to consider whether their prospective allocation is worth doing the hard work to understand...
Why this family office invests in music and mayhem
Natural catastrophe reinsurance and music royalties have been big winners for PG3, the family office of the founders of Partners Group, which is now bringing...
Super early access for housing would hurt every member’s balance
Opening up early access to super for housing would have a negative effect on the balances of even those members that don’t dig into their savings, with funds...
Why value is better at taking market beat-downs
Value stocks are hit harder in market drawdowns but come out of them faster and harder, according to research from Pzena Investment Management.
Secondaries’ ‘global opportunity’ comes to the land down under
Long the bailiwick of institutional investors, private markets secondaries are now trickling down to the wealth space as the market grows and new vehicles...
Why we should pay less attention to benchmarks, and more to value creation
The benchmarks that are supposed to measure performance and create alignment with end investors are working against asset managers, and the industry must find...
'Vehicle preference' and distribution shifts changing the game for asset managers
Even established asset managers are under threat from the violent shift towards low-cost investment vehicles, while allocator preference for platform...
Why investors need a new approach to diversification, downside protection
True diversification means owning assets that are truly uncorrelated. But that fact hasn’t stopped big investors from piling into the private markets while...
AMP continues 'simplification' push with super, North restructure
AMP will reduce the headcount across its superannuation and North platform businesses and press ahead with changes to its redundancy policies even as the...
Ausbil charts a ‘materially different’ investment environment
The environment we’re heading into is one where economies will have more redundancies built into them so they can withstand exogenous geopolitical shocks,...
Volatility 'warning shot' not putting investors off... for now
The sharp fall in markets in August was a sign of things to come, according to Ruffer, but one that investors haven’t heeded, with positioning and sentiment...
What’s really behind the ASX’s ‘unbelievable’ small cap anomaly
Australian small cap managers are some of the most successful active managers in the world – and charge like it. But their apparently anomalous outcomes...