CRE Managers Find Little Success Abroad Opinion, Real Estate With an estimated historical failure rate in excess of 50 per cent, investors are better off flipping a coin than putting their dollars with an Australian CRE manager going abroad, Rohan Shan writes. Read More
Insurers Need to Cast Net Wider Fixed Income & Credit, Opinion It is now more important than ever for insurers to consider how to utilise the reserves backing their regulatory capital requirements and any surplus capital to best support their businesses, Greg Wilkinson, Head of Insurance Strategy at JANA, writes. Read More
Explicit Protection for Super Funds Opinion, Private & Alternative Markets With bond yields at record lows, traditional fixed income defensiveness is reduced and expectations of negative rates of return from bonds at current pricing, has increased the attractiveness of defensive options-based solutions and broader portfolio overlays, Michael Armitage writes. Read More
Factors Underwater Factors, Quant & Systematic, Opinion Traditional factor portfolios have had a tough time before and during the pandemic. This is an excellent opportunity for the industry to accelerate its innovation toward alternative data and AI. Read More
Antifragility in Real Estate Opinion, Real Estate In times of crisis, can real estate add an element of antifragility to a portfolio, Norman Miller and Guy Tcheau ask? Read More
The Elusive Global Property Illiquidity Premium Opinion, Real Estate Rohan Shan homes in on the true attraction of unlisted property. Is it the elusive illiquidity premium or is it something else? Read More
Designing Menus of Retirement Products Opinion, Retirement The design of retirement products is an increasingly pressing challenge for many pension plans. Associate Professor Geoff Warren provides a potential way forward. Read More
APRA Heatmap – Climate Change for Super Funds Opinion, Risk and Regulation APRA’s new Heatmap can help Trustees in achieving better outcomes for members, but it is also open to potential misuse, David Hartley writes. Read More
How to Spot a Unicorn Opinion, Private & Alternative Markets What is the real difference between venture capital and private equity? Right Click Capital partner Benjamin Chong gives his view and provides a road map to how to spot unicorns. Read More
