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Insights: Women in Finance Insights

Alison Shimada, Head of Total Emerging Markets Strategy at Allspring Global Investments

Emerging Markets: Navigating Tariffs, Growth and Innovation

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My Bui, Economist, AMP

What Will A Second Term of Trump Look Like?

Economics, Women in Finance

Now that Trump is President again, how will it impact the global economy? We speak with AMP’s My Bui about the possible road ahead

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Susan Chau, Head of Equities and Responsible Investment, Mine Super

Constructing Equity Portfolios with Small Caps

Asset Owners, Equities, Women in Finance

Including small caps into portfolios requires a different approach in Australian equities than it does in international equities. But a thoughtful approach can add significant alpha, Mine Super’s Susan Chau says

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Anne-Christine Farstad, Portfolio Manager, MFS Investment Management

US Exceptionalism is Biggest Contrarian Trade

Equities, Women in Finance

With US exceptionalism reaching record levels, European companies display far more attractive valuations than their US counterparts, MFS says

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Kate Misic, Head of Alternative Investments and Real Assets at TelstraSuper

TelstraSuper Evolves Data Centre Investments

Asset Owners, Infrastructure, Real Estate, Women in Finance

Taking development risk in data centres is a good way of maximising the benefits of investing in the sector, TelstraSuper says

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Kate Misic, Head of Alternative Investments and Real Assets, TelstraSuper

Recalibrating TelstraSuper’s Private Market Exposures

Asset Owners, Infrastructure, Private & Alternative Markets, Women in Finance

The Your Future, Your Super reforms have caused TelstraSuper to review its allocations to private markets. Florence Chong speaks with Kate Misic about the changes

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Kate Vidgen, Global Head of Industrial Transition and Clean Fuels, Macquarie Asset Management

Hyperscalers To Transform Net Zero Infrastructure

ESG, Infrastructure, Women in Finance

Cloud computing and data storage providers’ commitments to transition to net-zero operating models could make renewable and low emission energy technologies become more like traditional infrastructure assets

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AustralianSuper Talks Private Asset Valuations

Asset Owners, Private & Alternative Markets, Women in Finance

AustralianSuper explained what they see as key to good practice in unlisted asset valuation, at the recent Frontier Advisors Annual Conference

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Dominique D'avrincourt, Head of Equities, TelstraSuper

TelstraSuper Prefers India over China

Asset Owners, Equities, Women in Finance

TelstraSuper prefers taking an overweight position to Indian equities over Chinese equities, as risk of permanent loss of capital in China is higher

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Kathryn Kerner, Head of Data Analytics, NZ Super

NZ Super builds Data Science Capability

Asset Allocation & Strategy, Asset Owners, Innovation, Women in Finance

New Zealand Super is applying data science to improve productivity, investment return and risk mitigation at the fund

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