Our Real Assets Team has completed a research trip conducting over 20 meetings with Australian and North American managers to explore the benefits of including…
In 2022, APRA made changes to Prudential Standard SPS 530 Investment Governance for superannuation funds – the first update in a decade. This was followed…
In our latest active management analysis, we delve into the recent period of underwhelming performance delivered by some global value managers and seek to address…
In part two of this series, we analyse performance to date and the future outlook across US, Europe/UK and Australia. We continue to see opportunities…
Currency hedging has delivered greater returns in the past, but the market environment has shifted and we must now consider approaches to ensure returns are…
In our March 2024 market update, Principal Consultant, KC Low delves into central bank activities, China’s economic growth target and the technical recession in UK…