Why TAA Thinking Is Finding Its Place in Super Fund Portfolios Asset Allocation & Strategy, Opinion A growing number of Australian institutional investors are weaving tactical asset allocation into existing approaches, often within dynamic asset allocation programs. This trend reflects better data, stronger governance frameworks, and regulatory constraints, but above all a recognition that no single lens is enough to manage portfolios in today’s world, Michael Sommers writes Read More
Are ETFs The Future? Asset Allocation & Strategy, Opinion ETFs allow investors in the private wealth sector to make asset allocation decisions that are usually reserved for institutional investors, Bellmont Securities’ Michael Block writes Read More
The Triumph Of Hope Over Experience Asset Allocation & Strategy, Chief Investment Officers, Opinion Bellmont Securities CIO Michael Block weighs in on the passive vs active investment debate Read More
Funds Optimistic on Australian Logistics Asset Owners, 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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
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 Read More
