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Insights: Opinion

The Triumph Of Hope Over Experience

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Australian Logistics Remain Resilient

Funds Optimistic on Australian Logistics

Infrastructure, Opinion, Real Estate

Although infrastructure investors continue to expand into data centres, institutional investors have been growing their logistics portfolio more broadly beyond this popular asset class subset, Florence Chong writes

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Annika Bradley, Senior Manager, Unisuper

How To Personalise Investment Recommendations At Scale

Opinion, Retirement, Women in Finance

In this opinion article, Annika Bradley, Senior Manager at UniSuper, takes a closer look at how superannuation funds can mass-customise advice for retirees

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Michael Block

All Roads Lead to Rome and Private Credit

Fixed Income & Credit, Opinion

Michael Block believes we are in a bubble-of-everything, but says the concerns over private credit are overblown

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Michael Kollo, Chief Executive Officer of Evolved.AI

Scale Spells Trouble for Member Engagement

Opinion

How can super funds maintain meaningful member engagement as they continue to grow at an unprecedented pace? Michael Kollo believes there is a role for AI to personalise member services

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Charles Wu, CIO of State Super, and Michael Berg, Principal in the Investment & Superannuation Advisory Team, Deloitte

What is Different about Decumulation?

Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Opinion

At the heart of the challenges of decumulation in retirement is the increased variety of events that can lead to the compounding of returns being interrupted, Charles Wu and Michael Berg write

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Suzy Yoon, Acting Head of Sustainability at JANA

Ambition to Action

ESG, Opinion, Women in Finance

Australia needs a simple and practical strategy that sets targets and roadmaps for the development of our critical minerals industry as the world transition’s to a net zero economy, JANA’s Suzy Yoon writes

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George Lin, former Senior Investment Manager at Colonial First State

A Closer Look at Fixed Income Sub Asset Classes

Fixed Income & Credit, Opinion

In this opinion article, George Lin draws on his extensive experience in fixed income investing and examines the role this asset class plays in portfolio construction

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Serene Tan, Head of Investment, Sun Venture

Not All Funds Are Created Equal

Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Leadership & Management, Opinion, Women in Finance

Sun Venture’s Serene Tan looks back on years of manager due diligence and distills some key point to look out for

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Craig Carracher, Chief Executive Officer, Scape Australia

Student Housing a No-go Zone for Locals

Opinion, Real Estate

The student housing sector in Australia is almost fully backed foreign institutional investors, as domestic funds show hesitance to commit to the sector, Florence Chong writes

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. [i3] seeks to challenge traditional paradigms, instigate change as well as inspire new thinking . It will provide an independent platform for institutional investors and asset owners to be kept abreast of global thought leadership, latest ideas, academic research and best practices. By fostering interactive dialogues, encouraging debates and peer-to-peer sharing, [i3] creates an environment for investors to re-visit fundamental beliefs, challenge existing norms as well as embrace new ideas.

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