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
Emerging Markets Through a Factor Lens Emerging Markets, Equities, Factors, Quant & Systematic Over the last 10 years, the performance of emerging markets have proven a deep disappointment, prompting investors to reconsider their allocations. We review some of the key drivers behind the poor performance in recent years and explore why the future might look differently. 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
ART Repositions Real Estate Portfolio Asset Owners, Real Estate ART has repositioned its real estate portfolio after the merger of SunSuper and QSuper. Florence Chong speaks with Head of Real Estate Mark Lee about opportunities in residentials, healthcare and even holiday parks Read More
Recalibrating TelstraSuper’s Private Market Exposures Asset Owners, Infrastructure, Private & Alternative Markets, Women in Finance The Your Future, Your Super reforms have caused TelstraSuper to review its allocations to private markets. Florence Chong speaks with Kate Misic about the changes Read More
AustralianSuper Names Head of Americas Appointment, Asset Owners AustralianSuper expands US office and names Head of Americas Read More
Inflation Could Surprise on the Upside Asset Owners, Economics, Fixed Income & Credit TelstraSuper’s fixed interest team had a stellar year last year, but they are keeping a close eye on the direction of inflation. There could potentially be some upside surprise ahead, causing volatility in markets, Zoran Josic says Read More
