Our Responsible Investment Team delve into key insights from our Japan study tour sessions and the PRI in Person conference and share their observations of other responsible investment and broader market developments in Japan.
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.
We provide an overview of insurance linked securities (ILS) and highlight why ILS warrants consideration for inclusion in diversified institutional portfolios. We also examine the current opportunity in the catastrophe bond market and assess the associated risks.
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.
Current retirement product design often means people minimise their income in retirement. We’ve come up with an idea called the Retirement Wage that funds can use to help their members increase their retirement income and simplify budgeting and lifestyle decisions.
Our Real Assets Team share the persistent challenges encountered by the managers and developers we monitor in the emerging build-to-rent sector. We also highlight the key obstacles slowing down significant progress in this increasingly important area.
The Australian government is expected to introduce mandatory climate-related financial disclosures from the 2025 financial year. As these disclosures continue to develop, we provide an update on some of our key observations and how we can help clients.
Following APRA’s release of the final version of SPG 530, we provide a summary of key submissions from the consultation and APRA’s respective responses to ESG risks, stress testing, valuations and the governance of investments.
Performance was strong for MySuper options supported by the rally in equity markets. We observed that funds with greater exposure to unlisted assets across private equity, property and infrastructure performed well.
Our Capital Markets and Asset Allocation Team provide an overview of the monetary policy changes in Australia, the US, Japan, and the Euro area. We also look at the broader economic impacts of the policy changes.