The Cost of Internalisation Asset Allocation & Strategy, Innovation, Women in Finance Morningstar has analysed the internalisation efforts of both AustralianSuper and Unisuper and found that there is no one-size fits all approach to bring assets in-house Read More
Frontier Restructures Research Team Appointment Asset consultant Frontier Advisors has restructured its research team, with a greater responsibility for Paul Newfield, Director of Sector Research at Frontier Read More
Basic ChatGPT Strategy Vulnerable to Arbitrage Innovation The basic form of a ChatGPT-based investment strategy has likely already stopped working, the author of a recent study says, but he also indicates it might work better in more inefficient markets Read More
Investing In Scope 3 Emission Reduction Infrastructure, Women in Finance Reducing Scope 3 emissions is a great challenge for many investors, but there are a few ways to start addressing this issue today, IFM Investors says. Read More
Australia Can Be Critical Minerals Superpower Emerging Markets, Infrastructure, Private & Alternative Markets With the energy transition under way, Australia could become a critical minerals superpower if it stopped simply shipping raw materials out of the country and instead focused on value-added products manufactured with the use of renewable power, according to Tim Buckley Read More
Time to Take Risk off the Table Asset Allocation & Strategy, Private Wealth With the steep rise in bond yields in recent months, investors might be able to take some risk off the table, Morgan Stanley’s Alexandre Ventelon says Read More
Climate Investments Need to Quintuple Asset Allocation & Strategy, ESG, Infrastructure Although last year, climate investments matched fossil fuel investments for the first time in history, the level of climate infrastructure investments needs to quintuple to reach net zero by 2050, BlackRock’s Charlie Reid says Last year, for the first time in history, climate infrastructure assets attracted as much capital as new fossil fuel investments. But […] Read More
Aware Super Secures Landmark DB Deal Asset Allocation & Strategy, Asset Owners, Innovation In July 2023, Aware Super announced a deal that will offset the current and future liabilities of its defined benefit scheme. In this article, we delve into the making of this landmark transaction Read More
IG Bonds and the Last Rate Hike Fixed Income & Credit Investment grade bonds often produce some of their best performance in the three years after the last rate hike in a cycle. We speak to Capital Group’s Haran Karunakaran about the implications for investors Read More
