Lessons from a Burst Bubble Equities, Financial Crisis 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. Read More
Inflation, Equities and Kryptonite Equities, MarketFox 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. Read More
JANA Appoints Department Heads Factors, Quant & Systematic, Private & Alternative Markets JANA has appointed five new Heads of Department, including external hire Chris Worthington as Head of Quantitative Analysis & Risk. Read More
AustralianSuper To Increase External Mandates Asset Owners, Equities AustralianSuper is committed to increase the amount of funds managed by external managers by 60 per cent to $80 billion. Read More
Government Legislates Retirement Covenant Retirement, Risk and Regulation The Retirement Income Covenant is on track to start on 1 July this year, after Parliament passed a bill that wrote the covenant into legislation. Read More
AustralianSuper to Triple Private Credit Assets Asset Owners, Fixed Income & Credit, Private & Alternative Markets AustralianSuper is planning to triple its private credit holdings across Australia, Europe and the United States in the next three years. Florence Chong speaks with Nick Ward to get a sense of the opportunities. Read More
European Private Credit in the Pandemic Fixed Income & Credit, Private & Alternative Markets Private credit has been growing quickly in Europe in recent years, so much so that asset consultants treat it now as a core allocation in multi-asset portfolios. But did the coronavirus pandemic throw a spanner in the works for the sector? We speak to Pemberton’s Managing Partner Symon Drake-Brockman to find out. Read More
Low Rates, New Tech and Bubbles ESG, Financial Crisis, Innovation, Women in Finance A combination of low interest rates and the emergence of new technology can cause bubbles to form, according to Morningstar IM. Is this what is happening in crypto and clean tech stocks? Read More
Fusion as a Source of Clean Energy Equities, Innovation Recent advances in laser technology have brought clean energy generation from nuclear fusion a step closer, Dr. Warren McKenzie says. This could see a dramatic impact on energy prices. Read More
