High commodity prices and low levels of inflation are likely to persist in the near future, according to analysts speaking at a recent forum on financial markets.
Speaking at the PIMCO Speaker Series Lunch in June, predicted weak economic growth would continue to keep inflation levels in check, despite erosion of some factors conducive to low inflation, such as a strong currency.
Minack also identified strong growth in Chinese manufacturing as a deflationary influence.
However, analyst said this industrial growth in China and other BRIC countries would sustain the current high level of commodity prices.
Supply constraints, such as long lags in bringing new mines to market, further contributed to high pricing, he said.
The Super Members Council (SMC) has called for streamlined super reporting to cut costs, boost investment flows, and strengthen retirement outcomes.
AustralianSuper’s reliance on unlisted assets dragged on performance over the past year, as the rally in listed markets left funds more heavily weighted to equities outperforming their peers.
IFM Investors has urged for government-industry collaboration to accelerate projects, unlock capital, and deliver long-term returns for Australians.
With super funds turning increasingly to private credit to lift returns, experts have cautioned that the high-yield asset class carries hidden risks that are often misunderstood.