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 Read More
Cbus Starts Phase II of DAA Program Asset Allocation & Strategy, Asset Owners Cbus Super has embarked on the second phase of its DAA program, extending it to include relative value trades Read More
A Look at Australia’s Newest Private Wealth Firm Private Wealth Viola Private Wealth was created through a buyout from Pitcher Partners in September this year. [i3] Insights speaks with the founders of Australia’s newest private wealth firm Read More
TelstraSuper Evolves Data Centre Investments Asset Owners, Infrastructure, Real Estate Taking development risk in data centres is a good way of maximising the benefits of investing in the sector, TelstraSuper says Read More
Portfolio Optimisation at Cbus Asset Allocation & Strategy, Asset Owners, Chief Investment Officers Cbus Super is preparing to quadruple the size of its portfolio optimisation program over the next 12 months, following the appointment of Justin Pascoe Read More
Taking a Long Term View on India Emerging Markets, Equities Interest in Indian equities might have ramped up in recent years on the back of strong performance, but the structural growth story has a much longer history, FSSA says. Read More
NZ Super Appoints Joint CIOs Appointment, Asset Owners New Zealand Super has introduced a co-CIO model following the departure of former CIO Stephen Gilmore Read More
FSSA Hunts for Quality in Emerging Markets Emerging Markets, Equities Portfolio manager Rasmus Nemmoe outlines his long-term positive outlook on Indian equities, while acknowledging short-term valuation challenges, and discusses emerging opportunities in China Read More
Don’t Predict Crises, Prepare Asset Allocation & Strategy, Leadership & Management State Super’s defensive overlays helped the fund remain positive during the COVID turmoil, CEO John Livanas says Read More
