Superfunds should take active ownership like AustralianSuper in protecting core infrastructure

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As the takeover bid for Origin Energy (ASX: ORG) heats up, Emanuel Datt, CIO of Datt Capital, an Australian equities investment manager, says that it welcomes news that AustralianSuper, Origin’s... Read more continue reading

Long/short funds are too expensive: fact or fiction?

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Fee pressures have been felt across the Australian funds management landscape for over a decade. Whilst investors have benefitted from meaningful compression in traditional global long-only equities products, the global... Read more continue reading

Contemplating responsible investments? Key considerations for advisers

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Over the last 12 months we’ve seen ASIC clamp down on greenwashing, particularly amongst fund managers and their product offerings which has increased scrutiny on ‘true to label’ advertising and... Read more continue reading

Why investing in biodiversity means looking at the solutions, not just the problems

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Over half the value of the global economy – some US$44 trillion – is potentially threatened to some extent by the loss of nature, according to the World Economic Forum.... Read more continue reading

Super funds down in October but positive calendar year result on the horizon

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Super funds endured a challenging October, with the median growth fund (61 to 80% in growth assets) falling 1.5% over the month. However, as share markets have rallied strongly in... Read more continue reading

Global credit offers upside for investors into 2024

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Investing in global credit strategies can offer investors attractive go-forward returns as interest rates level off and the default environment is proving better than anticipated, according to leading global alternative... Read more continue reading

ASIC targets misconduct in superannuation sector

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ASIC will look to take strong, targeted enforcement action in the coming months and into 2024, as part of its focus on member outcomes in the superannuation sector. The enforcement... Read more continue reading

Picking winners in a higher rate environment

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Key points: Australian consumers, like their US counterparts, have proven remarkably resilient in the face of sticky inflation and rising interest rates. Discretionary spending has thus far held up, and... Read more continue reading

Zenith Dynamic ETF and Essentials portfolios added to HUB24, Macquarie Wrap platforms

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Zenith Investment Partners has continued to grow its managed account footprint with the addition of its Dynamic ETF portfolios to HUB24’s new Discover offer, and its Essentials portfolios to Macquarie... Read more continue reading

What does ‘higher for longer’ mean for real estate?

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The capitulation of the long end of the yield curve has been brutal. In the US, for the best part of 18 months, the inverted yield curve (defined as long... Read more continue reading