The Unravelling of APPF Retail Opinion, Real Estate A mass redemption wave and a public showdown with Hostplus have forced Lendlease to sell down its entire retail portfolio. The collapse of APPF Retail signals a new era in which Australia’s largest super funds are calling the shots. Read More
Instos Reject More Private Credit Loans as Competition Increases Asset Owners, Fixed Income & Credit The increased demand for loans as a result of retail participation has impacted loan structures and has resulted in super funds knocking back more loans Read More
The Decision Factory: How Human and AI teams will Manufacture the Next Generation of Investment Returns Innovation, Opinion The potential value of AI for investing lies not in productivity but in the augmentation of decision-making processes, Dragonfly’s Sue Brake writes Read More
Aware Super Defines Investment Beliefs Asset Owners, Equities, Women in Finance Aware Super has codified its investment beliefs into a foundational framework that will inform how the fund will allocate capital to its equity managers Read More
Funds Need to Consider Longer FX Tenors as Allocations to Private Assets Grow Fixed Income & Credit, Risk and Regulation Increasing allocations to private assets requires institutional investors to rethink their currency hedging, IFM Investors says Read More
Capital Diversion by Mag 7 Creates Pockets of Undervaluation in Global Equities Equities, Innovation The sheer amount of capital diverted to the Magnificent Seven has created pockets of undervalued businesses, especially outside the US. We speak with Thornburg’s Miguel Oleaga about opportunities found in AI users and financials Read More
CalPERS Board Supports Move to TPA Asset Allocation & Strategy, Asset Owners, Chief Investment Officers CalPERS will implement a total portfolio approach to respond more dynamically to market fluctuations Read More
AI Is Almost Certainly in a Bubble Equities, Financial Crisis, Innovation Although the hype around AI has almost certainly resulted in a bubble for technology stocks, these events are necessary for a broad adoption of new technologies that will ultimately benefit many companies, veteran macro strategist Ian Harnett says Read More
Decarbonising Office Buildings: The Cost of Staying Competitive ESG, Real Estate For asset owners and investment managers, reducing carbon emissions is no longer optional – it is a business imperative for future-proofing assets and portfolios against obsolescence. Florence Chong speaks with Frontier’s Jennifer Johnstone-Kaiser about decarbonisation of real estate Read More
