Inflation Could Surprise on the Upside Asset Owners, Economics, Fixed Income & Credit TelstraSuper’s fixed interest team had a stellar year last year, but they are keeping a close eye on the direction of inflation. There could potentially be some upside surprise ahead, causing volatility in markets, Zoran Josic says Read More
Grid Infrastructure & The Energy Transition ESG, Infrastructure Clean energy generation is important for a successful energy transition, but the distribution of power is just as critical, IFM Investors says Read More
AustralianSuper Buys Big into Nvidia Asset Owners, Equities AustralianSuper bought almost five million shares in chipmaker Nvidia in the second quarter of this year Read More
CH Warman Appoints Senior Investment Manager Appointment, Asset Owners, Private Wealth Former Senior Investment Manager Jujhar Toki will join family office CH Warman Group in October this year Read More
Hyperscalers To Transform Net Zero Infrastructure ESG, Infrastructure, Women in Finance Cloud computing and data storage providers’ commitments to transition to net-zero operating models could make renewable and low emission energy technologies become more like traditional infrastructure assets Read More
NZ Super Scales Back Risk Budget of Tilting Program Asset Allocation & Strategy, Asset Owners NZ Super has reduced the risk budget for its strategic tilting program, but this should not be seen as a scaling back of the program Read More
TelstraSuper and Equip Super In Merger Talks Asset Owners TelstraSuper and Equip Super are in discussion to merge the two funds by late 2025 Read More
Addressing Non-stationary Risk Asset Allocation & Strategy, Asset Owners, Private Wealth The relationship between risk and return is seldom static for long, but most strategic asset allocation processes pretend that it is. Tactical asset allocation can help address this issue, Sandhurst Trustees’ Thad McCrindle says Read More
At the Intersection of Private and Public Markets Equities, Private & Alternative Markets As companies stay private for longer, interest has been growing in strategies that straddle both the private and public arenas. We speak to Neuberger Berman’s Joe Rotter about the intricacies of investing in the pre-IPO space Read More
