Inflation has reached its highest point since the 1990s in Australia. We speak with the Future Fund’s Wendy Norris about how it is building inflation resilience into the portfolio.
Over just the past 12 months, Australian Retirement Trust (ART) has invested $6 billion in infrastructure assets. Florence Chong speaks with Michael Weaver about what’s next for the fund
VFMC has developed a Private Credit risk model that provides better and more timely investment insights. Already, VFMC is starting to see the benefits both at an asset class and total portfolio level.
The energy transition will take longer than expected and add to long-term inflationary pressures, such as the deglobalisation of supply chains, ClearBridge’s Nick Langley says. But it will also propel growth in the infrastructure sector.
Merely a year after the completion of the merger between Tasplan and MTAA, Spirit Super is already reaping the benefits of its larger scale in its real asset investments, Florence Chong writes.
Real assets have long been known to form a hedge against inflation and growth shocks. But not all real assets protect to the same degree, and investors now have climate change to worry about, PGIM’s Harsh Parikh says.
Investing in marine assets is more akin to investing in infrastructure than in the shipping business, and it can help reduce the overall carbon footprint of a portfolio, Purus Marine’s Julian Proctor says.
AustralianSuper will double the money it currently has invested in private equity over the next two years, as part of a broader strategy to increase its holdings in unlisted assets.
Finding businesses with strong recurring or sticky revenues is key to successful investing in private capital, Northleaf Capital says.