Funds Management MC

InvestorDaily Mercer has taken a more cautious stance on global markets, trimming its exposure to international equities and increasing its allocation to the euro, as geopolitical uncertainty and elevated valuations prompt a rethink of positioning. Darren Spencer, lead investment director for Mercer Pacific, said the moves are part of the firm’s dynamic asset allocation process […]

InvestorDaily In 2021, the $285 billion fund released a position paper, titled A New Investment Order, where it identified 10 major paradigm shifts that will be important for building investment portfolios in the next decade. These included deglobalisation, technological disruption, climate change, a changed inflationary regime, and decline of sovereign bond duration in portfolio construction. Speaking […]

InvestorDaily New analysis has found a $12.5 billion superannuation fund beat out some of Australia’s mega funds to deliver the top-performing growth option over the 2023 calendar year. With a return of 11.8 per cent, Mine Super has delivered the top-performing growth option in the last calendar year, according to a Chant West analysis. This […]

InvestorDaily In its latest Year in Review report, the Future Fund declared that in 2022–23, “the role of beta is increasingly challenged and the role of alpha is more important than ever”. “The divergence of economies means companies can better distinguish themselves in a more difficult environment,” the sovereign wealth fund said. “As a result, active alpha-seeking […]

Investment Magazine Australian pension funds are staying bullish on real estate investments despite a daunting commercial property market, as less-traditional opportunities that favour their long-term investment horizons open up. Most profit-for-member funds plan to either maintain or lift the size of their property portfolio even as they forecast negative returns from the sector for a […]

Investment Magazine Rest chief investment officer Andrew Lill is prioritising renewable energy assets as part of the $70 billion super fund’s alignment to Sustainable Development Goals. The fund plans to invest $2 billion in renewables and lower carbon assets by 2025, achieve net-zero emissions from property holdings by 2030, and allocate 1 per cent of funds […]