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Insights articles by Wouter Klijn

Cbus Starts Phase II of DAA Program

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Brett Chatfield (l), Chief Investment Officer, and Justin Pascoe (r), Head of Portfolio Construction, Cbus

Portfolio Optimisation at Cbus

Asset Allocation & Strategy, Asset Owners, Chief Investment Officers

Cbus Super is preparing to quadruple the size of its portfolio optimisation program over the next 12 months, following the appointment of Justin Pascoe

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Jo Townsend, Chief Executive Officer, New Zealand Super

NZ Super Appoints Joint CIOs

Appointment, Asset Owners

New Zealand Super has introduced a co-CIO model following the departure of former CIO Stephen Gilmore

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Rasmus Nemmoe, Portfolio Manager, Global Emerging Markets at FSSA Investment Management

FSSA Hunts for Quality in Emerging Markets

Emerging Markets, Equities

Portfolio manager Rasmus Nemmoe outlines his long-term positive outlook on Indian equities, while acknowledging short-term valuation challenges, and discusses emerging opportunities in China

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John Livanas, Chief Executive Officer, State Super

Don’t Predict Crises, Prepare

Asset Allocation & Strategy, Leadership & Management

State Super’s defensive overlays helped the fund remain positive during the COVID turmoil, CEO John Livanas says

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Mark Lee, Head of Real Estate, Australian Retirement Trust

ART Repositions Real Estate Portfolio

Asset Owners, Real Estate

ART has repositioned its real estate portfolio after the merger of SunSuper and QSuper. Florence Chong speaks with Head of Real Estate Mark Lee about opportunities in residentials, healthcare and even holiday parks

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Mikaël Limpalaër, Head of Americas, AustralianSuper

AustralianSuper Names Head of Americas

Appointment, Asset Owners

AustralianSuper expands US office and names Head of Americas

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Zoran Josic, Head of Fixed Income, Cash & Currency, TelstraSuper

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

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Julian Gray, Investment Director, IFM Investors

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

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Mark Delaney, Chief Investment Officer, AustralianSuper

AustralianSuper Buys Big into Nvidia

Asset Owners, Equities

AustralianSuper bought almost five million shares in chipmaker Nvidia in the second quarter of this year

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