Determining the true expression of a factor is difficult, but a factor should give an investor something that traditional asset classes don’t, Janus Henderson’s David Elms says.
In mathematics there are problems that can be expressed but not solved. Do financial markets represent such problems?
New Zealand Super’s strategic tilting program has added significant value to its portfolio and now it is ready to add a new asset class to its framework.
Digital disruption is not just a challenge, but also an opportunity. Real estate firm Actis is playing into this dynamic with the development of large data centres in China, South Korea and potentially India.
HESTA’s real estate portfolio plays an important role in executing the fund’s impact investment strategy, Florence Chong writes.
Australian superannuation funds face some of the steepest trading costs in the developed world. Controlling these costs is critical to deliver good outcomes for members, Raewyn Williams writes in a new research paper.
TCorp has been on a merger journey that has seen it become a $107 billion juggernaut. In this exclusive interview, TCorp Chief Executive David Deverall talks about how this has changed not only the company’s ambitions, but also its investment strategy.
It’s no secret online shopping is having a significant impact on the retail sector. But as more shops close down, the real estate sector is increasingly changing face as well, Aviva Investors Head of Real Estate says.
In part II of the interview with Spiros Deftereos, he gives the lie to a perception that superannuation funds do not or will not invest in Australia’s residential sector.