Food for thought: Investing in global food production

The inevitable move to more modern food production
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Private equity: As carry sinks, pension funds are winning the talent war

Private equity: As carry sinks, pension funds are winning the talent war

A slowdown in private equity fundraising and shrinking carry payouts are pushing experienced professionals towards pension funds, handing institutional investors an unexpected recruitment advantage. Sarah Rundell looks at the funds in hiring mode and how demand for people experienced in fund, co-investment and secondaries remains buoyant.

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Investment industry needs to rethink strategy: Future Fund CEO

Persistently challenging market conditions driven by stagflation, uncertainty and volatility, the response to climate change and populism increasingly shaping government decisions, mean 60:40 needs a re-think according to Raphael Arndt, chief executive of the A$240 billion Future Fund.

OECD flags enduring obstacles to illiquid investment

A recent OECD report argues that pension funds have a vital role to play in helping finance the COVID recovery in areas like infrastructure and SME investment. Yet it also warns of pension funds’ limitations when it comes to investing in illiquid assets, and the risks.

Portfolio managers 3.0: APG’s digital future

APG recently hired its first digital portfolio manager. “Samuel” comes complete with an employee identity number and underlines the firm's ambitions around data-driven money management. Amanda White spoke with APG's CIO Peter Branner about the road ahead.

Global SWF: GIC leads; oil fuels Gulf funds and hedge funds give refuge

Singapore’s GIC invested more than any other SWF last year and fuelled by buoyant oil revenues, Gulf SWFs have had and are expected to continue their investment rampage. Elsewhere, hedge funds have proved one of the most successful allocations, particularly for ADIA, says Global SWF in its annual report.

TRS defends struggling risk parity allocation for now

A recent board meeting at TRS discussed challenges in the $11 billion risk parity allocation. However, predicting stymied economic growth and continued inflation ahead, the asset class is likely to do better going forward

The best of 2022

In 2022 we introduced some new projects aimed at providing a deeper understanding of best practice and driving the industry to produce better outcomes for stakeholders.

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