Activism doesn’t have to be confrontational. Instead, acting as a trusted adviser to companies often achieves a more lasting re-rating of the share price, Tanarra’s Vidhur Rangaswamy says.
Putin’s invasion of Ukraine is likely to have long term implications, not just on a geopolitical level, but also for markets. In this column, we examine how investors might be affected by the new war.
The Australia Post Superannuation Scheme has agreed to merge with the Australian Retirement Trust, the combined entity of Sunsuper and QSuper.
How can investors employ a systematic fixed income approach to decarbonisation while optimising for alpha?
Hostplus and Maritime Super are taking steps to move to a full merger of the two funds
In these times of heightened macroeconomic and geopolitical volatility, do big asset allocation calls help navigate the investment environment? We asked three different types of funds for their views on the matter.
Japan might not have fully recovered yet from the asset bubble burst of the 1980s, but this event provided some valuable lessons, some of which shape the investment decisions of Intermede’s Barry Dargan to this day.
In this MarketFox column, we’ll explore the effects of high inflation on equities, what this means for equity investors and investors holding a “balanced” portfolio.
JANA has appointed five new Heads of Department, including external hire Chris Worthington as Head of Quantitative Analysis & Risk.