A rise in inflation might be around the corner and institutional investors would do well to prepare for this risk, MLC’s Jonathan Armitage says.
As semiconductors replace oil as the key commodity in the modern global economy, Wasatch’ Ajay Krishnan says
Frontier has appointed new members to its consultancy team, including a Senior Consultant, specialising in debt and currency.
AustralianSuper’s former Head of Equities, Innes McKeand, has left to join UK Pension Fund USS, where he will establish a new global equities team.
SPAC investments have become all the rage, with almost as much money raised in the US as traditional IPOs. But not every investor is set to make money from these vehicles. ‘Caveat Emptor’, Sameer Jain warns.
Colonial First State’s Jujhar Toki speaks to [i3] Insights about the fund’s current review of defensive assets.
Emerging market debt is a volatile asset class, but there are ways to manage this volatility through thoughtful portfolio construction, Aviva Investors’ Aaron Grehan says.
The coronavirus pandemic has caused a paradigm shift in the investment environment which has large consequences for portfolio construction for many years to come, the Future Fund said.
State Super appoints former Deputy Chief Investment Officer Charles Wu as its new CIO, after the departure of Gary Gabriel at the end of last year.