The 2024 financial year was challenging for active managers in both Australian and global equity markets. Global managers lost early gains due to a poor June quarter, and Australian managers experienced their first year of underperformance since 2019.
In June, we hosted representatives from Australian universities to discuss their approaches to responsible investment in endowments, focussing on decarbonisation/net zero, divestment, and stakeholder engagement.
Insurers took advantage of higher bond yields in 2023 following a period of low returns. Despite inflation challenges, they strategically re-positioned…
Digital infrastructure investments have demonstrated resilient demand, growth tailwinds and returns. This excerpt is from a research paper which explores investment opportunities across fibre networks, mobile towers and data centres.
This paper presents a framework for assessing spending policies and their influence on asset allocation. It assists asset owners in developing holistic investment strategies, considering factors beyond returns.
The changing interest rate environment raises questions about schemes’ asset allocation: returning to tradition or embracing diversification. Rising rates make…
