Buying into Disruption with Data Centres Real EstateDigital disruption is not just a challenge, but also an opportunity. Real estate firm Actis is playing into this dynamic with the development of large data centres in China, South Korea and potentially India. Read More
Real Estate Profile – HESTA Real EstateHESTA’s real estate portfolio plays an important role in executing the fund’s impact investment strategy, Florence Chong writes. Read More
Control What You Can Control Risk and RegulationAustralian superannuation funds face some of the steepest trading costs in the developed world. Controlling these costs is critical to deliver good outcomes for members, Raewyn Williams writes in a new research paper. Read More
TCorp Revises Investment Strategy Asset Allocation & Strategy, Asset OwnersTCorp has been on a merger journey that has seen it become a $107 billion juggernaut. In this exclusive interview, TCorp Chief Executive David Deverall talks about how this has changed not only the company’s ambitions, but also its investment strategy. Read More
E-commerce is Polarising Real Estate Real EstateIt’s no secret online shopping is having a significant impact on the retail sector. But as more shops close down, the real estate sector is increasingly changing face as well, Aviva Investors Head of Real Estate says. Read More
Real Estate Profile: Hostplus – Part II Asset Owners, Real EstateIn part II of the interview with Spiros Deftereos, he gives the lie to a perception that superannuation funds do not or will not invest in Australia’s residential sector. Read More
AustralianSuper Scales up Machine Learning Asset Owners, Equities, Factors, Quant & SystematicAustralianSuper started its first machine-learning strategy only two years ago, but already it has become a near core strategy and has a substantial amount of money running in it. Read More
The Illusion of Rationality Behavioural Finance, Factors, Quant & SystematicNot all problems are computable and there is good reasons to believe that many investment problems fall into this category, Professor Carsten Murawski of the Brain, Mind & Markets Lab says. Read More
Real Estate Profile: Hostplus – Part I Real EstateHostplus is eyeing offshore property as the fund continues to grow. Read More
