Wouter Klijn - Investment Innovation Institute

UniSuper Lifts Unlisted Assets

Harry Phinney, Fixed Income Director at Capital Group

Tiptoeing Back into EM Debt

The year 2023 is shaping up to be a more positive year for emerging market debt and Capital Group’s Harry Phinney has cautiously increased allocations to several of the market’s regions.

Hendrik Bessembinder, Professor of Finance, W.P. Carey School of Business

Bessembinder Slams Mean Variance Analysis

Asset Allocation & Strategy, Equities

Professor Hendrik Bessembinder urged investors to be suspicious of stock market analysis that relies on averages, including mean-variance optimisation.

Josh Parisotto, Chief Advice Officer at HESTA

HESTA Opts for Digital Advice Route

Asset Owners, Retirement

Digital advice tools are likely to form part of the solution to the advice challenge in relation to retirement. We speak with HESTA’s Josh Parisotto about the experience over the past 18 months since the launch of the tool, Future Planner.

David Maki, Senior Managing Director and Co-head of Real Estate Debt at Heitman

Real Estate Moves Away from Dysfunction

Fixed Income & Credit, Real Estate

Whereas 2022 was a year where the real estate debt market bordered on dysfunction, Heitman’s David Maki is optimistic that 2023 will be a more balanced year.

Active vs Passive Debate Often Ignores Costs

Asset Owners, Equities, Innovation

An upcoming study looks at the active/passive debate in the light of the costs associated with hiring and firing fund managers.

Wouter Klijn, Director of Content at the Investment Innovation Institute [i3]

The Threat of AI

Editorial, Innovation

How good is ChatGPT? Does it threaten the existence of journalists worldwide, or is it merely a slightly smarter version of Google?

Marshman Concerned About Direction of Investing

Asset Allocation & Strategy, Risk and Regulation

After nearly 50 years in the investment industry, Ken Marshman has stepped back from direct involvement in the industry. But he does have some doubts about the direction of investing today.

Debt Cost and Decarbonisation Could See Property Sales

Real Estate

Higher debt servicing costs, stricter rules for energy efficiency and decarbonisation are likely to sway some investors to sell their assets early, according to Mahdi Morkane.