Equity markets have surged ahead of fundamentals as institutional investors fall behind, according to Ten Cap Alpha Plus.
IFM has firmly opposed any push for publicly disclosing current valuations of private market assets, saying it would “damage the financial interests of investors” and reduce appetite for infrastructure and private business investment.
Local investors are leading the region in plans to boost private market exposure, as demand grows for innovative fund structures, resilient investments, and a more selective approach to alternatives.
Australian Ethical has named its new head of equities, who previously spent 12 years at Perpetual.
Australia’s superannuation system is exerting increasing influence over capital markets, with industry feedback to ASIC underscoring its role in reshaping investment flows, governance expectations, and market dynamics.
Subdued GDP figures have bolstered expectations that the RBA could cut rates sooner and, possibly more aggressively, market watchers say.
Australian institutional investors plan to keep their finger on the pulse of private markets, new data has shown, with local investors aiming to further expand allocations into the sector.
The RBA has opted for a 25 bp rate cut last month to ensure that at a time of heightened uncertainty, monetary policy settings remained “predictable”.
Wilson Asset Management chairman Geoff Wilson has made it his mission to educate the Greens regarding the impact the taxing unrealised gains component of the $3 million super tax would have on Australians.
HESTA has concluded one of the largest technology projects undertaken by an Australian industry super fund.