September 2024
Australia’s 10 most powerful business leaders in 2024
The strongest voices for corporate Australia in a year when cost-of-living pressures have ripped through the most vulnerable parts of the economy.
- James Thomson
July 2024
- Exclusive
- Nuclear energy
Too uncertain, too slow: funds rule out financing Dutton nuclear plan
The disinterest from superannuation funds comes despite appetite for other energy transition assets and a shortage of domestic investment opportunities.
- Hannah Wootton
Retail super funds ride tech boom to outperform industry rivals
Two of Australia’s largest retail superannuation funds delivered 11-plus per cent returns as they benefited from soaring sharemarkets.
- Hannah Wootton
- Opinion
- Chanticleer
‘If it was normal, I wouldn’t be in a job’: inside AustralianSuper’s year
CIO Mark Delaney realised he was too bearish and had to make an important call over Christmas. By April, it was reversed. Nvidia was at the heart of it.
- Updated
- Anthony Macdonald
January 2024
Business bets mega US green bill will survive Trump resurgence
US President Joe Biden’s flagship $US369b clean energy policy will survive a second Trump Administration, leading Australian business figures say.
- Lucas Baird, Aaron Weinman, Jessica Sier, Campbell Kwan, Matthew Cranston and Hans van Leeuwen
July 2023
What’s driving super returns | PwC’s pivotal week | Will Philip Lowe go?
In this week’s episode, James Thomson and Anthony MacDonald look at what’s driving your super fund return, ask whether PwC has finally stopped the bleeding, and look ahead to Phil Lowe’s big day out.
- Opinion
- Chanticleer
![AustralianSuper’s Mark Delaney: “You cannot run version one model [of the fund] at $300 billion.”](https://static.ffx.io/images/$zoom_0.6368%2C$multiply_2%2C$ratio_1.777778%2C$width_1059%2C$x_0%2C$y_78/t_crop_custom/c_scale%2Cw_280%2Cq_52%2Cf_auto/49d41c3cf4be06a8e8e5c8732d9e8a84c0a5b058)
Super’s $300b gorilla reveals the one asset class he’s buying
Mark Delaney, who took AustralianSuper’s investment portfolio from $3 billion to $300 billion, is buying bonds and trimming his holdings in almost everything else.
- Anthony Macdonald
May 2023
- Updated
- Investing
AustralianSuper’s Delaney laments ‘worst of all worlds’ property bets
The chief investment officer concedes that the super giant got its real estate investments all wrong as it positioned the $280 billion portfolio for a recession.
- Jonathan Shapiro
October 2022
This investor says Australia’s ‘got a chance’ to beat global downturn
AustralianSuper’s Mark Delaney says the US is poised to enter an economic downturn, but despite all the challenges, Australia could avoid it.
- Michael Read
July 2022
- Opinion
- Chanticleer
AusSuper’s big bet on unlisted assets
The country’s biggest super fund has ended the 2022 financial year with a negative return of 2.7 per cent. But its assets have ballooned to $261 billion.
- Tony Boyd
December 2021
AusSuper trims equity holdings as risks rise
AustralianSuper’s CIO warns the bumper returns of the past decade are unlikely to be sustained, and the giant is trimming its positions in sharemarkets.
- James Thomson
- Opinion
- Chanticleer
Australia’s biggest investor offers his tips to survive the market
As sharemarket volatility looms, AustralianSuper CIO Mark Delaney says shareholders need to understand they can’t know or control everything.
- James Thomson
July 2021
- Opinion
- Chanticleer
Behind the frenzy in infrastructure deals
Infrastructure assets are being traded at record prices and there is no end in sight to the interest from providers of long-term patient capital.
- Tony Boyd
September 2020
The 10 most powerful people in Australian business in 2020
As the business sector’s most prominent member of Team Australia, CBA chief executive Matt Comyn tops this year’s list of corporate heavy-hitters.
- James Thomson
July 2020
Slim returns among super best performers
Some superannuation funds found their way into positive returns territory but many will announce the first negative results in a decade.
- Joanna Mather
- Opinion
- Chanticleer
Tech saved AustralianSuper despite worst result in a decade
Chief investment officer Mark Delaney says there are lessons for retail investors from the way $180 billion AustralianSuper handled the coronavirus crisis in markets.
- Updated
- Tony Boyd
June 2020
Big super says Rio Tinto is willing to 'engage' in blast aftermath
At least two large superannuation funds have asked Rio Tinto to explain itself after the company destroyed an Aboriginal heritage site.
- Joanna Mather
March 2020
How AustralianSuper's Mark Delaney navigates market chaos
The industry fund's chief investment officer says investors should be asking themselves three questions during this coronavirus-induced mayhem.
- Karen Maley
December 2019
- Opinion
- Chanticleer
The year's biggest turning point
Boards of public listed companies need to get their heads around a new approach to corporate governance driven by industry super funds.
- Tony Boyd
May 2019
- Opinion
- Chanticleer
What's keeping these Aussie mega investors awake
Global trade, low returns and the emergence of new business models are interrupting the sleep of three of our biggest super fund chief investment officers.
- James Thomson