Examining Supposed Inflation Hedges MarketFox With inflation rising and stagflation becoming a real possibility, MarketFox columnist Daniel Grioli looks back in time to find evidence of supposed inflation hedges. Delving into past literature, he finds that the performance of stocks during periods of high and rising inflation is rather dismal Read More
The Amplification of Market Noise Editorial Market noise has always been a distraction, but social media platforms have amplified the noise and regulators are now asking questions about what this means for market integrity. Elon Musk’s plans for Twitter might exacerbate this issue Read More
Emerging Role of Long-Term Private Capital Private & Alternative Markets, Webinars At a time when institutional investors are increasingly turning to their private equity allocations to manage volatility and seek long-term returns, new long-dated private capital strategies are emerging as a new asset class. Read More
APG Prepares For Data Driven Future Asset Owners, Innovation Dutch Asset Manager APG is building its own centralised data hub so its investment teams can determine how data science influences investment decisions. Read More
The Rocky Road to Net Zero Economics, ESG Carbon neutrality has become a central theme in the investment industry, but the concept is quite a fragile one, abrdn says Read More
APRA Leaves Door Ajar to Smaller ESG Funds Risk and Regulation A handful of super funds have bucked the trend that small funds do not score well on sustainability metrics, APRA says Read More
Unisuper Invests in Early-stage Tech Asset Owners, Innovation Unisuper has committed $75 million to early-stage research and technologies developed by CSIRO and several universities Read More
ART names Sustainable Investment Head Asset Owners, ESG, Women in Finance The Australian Retirement Trust has appointed Nicole Bradford as Head of Sustainable Investment to spearhead the fund’s efforts in ESG Read More
The Return of Inflation Volatility Asset Allocation & Strategy, Webinars The return of inflation volatility represents the most challenging and significant paradigm shift in decades. Asset owners are going to have to look harder to find protection, as the last 20 years of optimisation will have to give way to resilience. Read More