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Super fund survey

January

AustralianSuper’s Mark Delaney is hunting for direct lending opportunities.

Super funds step up private lending in challenge to banks

Fund CIOs say increased regulatory scrutiny on bank capital means more borrowers are tapping them for project finance and leveraged buyouts, as well as direct lending.

  • Updated
  • Hannah Wootton
But super funds’ view that they will not have to slash real estate valuations further comes despite economist expectations of further write-downs.

Office property write-downs are done, super investors say

Super funds’ belief they will not have to slash real estate valuations further comes despite economists’ expectations of further write-downs.

  • Hannah Wootton
Alexandra Campbell will retain Cbus’ heavy unlisted exposure.

Cbus splits from industry super rivals over performance tests

The Wayne Swan-chaired industry fund urged Treasurer Jim Chalmers to stick to the current regime even as its rivals heavily lobby Canberra for change.

  • Hannah Wootton
Anna Shelley says non-office real estate assets held investment potential.

Local unlisted investments stage comeback for big super

The investment chiefs of the $3.5 trillion super sector say domestic opportunities had “significantly broadened” because of high interest rates, reversing historic orthodoxy that they had outgrown local markets.

  • Hannah Wootton
Alexandra Campbell reckons tech stocks will keep performing well, but that the best returns will come from smaller outfits.

‘Idiosyncratic headwinds’ to cap returns at 7-9pc, say super fund CIOs

A raft of elections around the world will also challenge investors, say asset managers as they focus on stable and resilient earnings amid market volatility.

  • Hannah Wootton
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Super fund CIOs aren’t over the wall of worry

The executives who manage more than $1.5 trillion in retirement savings are not swinging for the bleachers. They’re still worried about inflation, interest rates and a potential recession.

  • Anthony Macdonald

Super fund CIOs go defensive amid fears rates stay high

Investment chiefs who collectively manage more than $1.5 trillion in retirement savings are ramping up their exposure to unlisted assets, private credit and cash.

  • Hannah Wootton

October 2023

Super funds confident of outperforming inflation despite higher rates

Fund CEOs say they can still meet their ambitious objectives for returns, and might even find new investment opportunities as previously expensive asset classes cheapen.

  • Hannah Wootton

See which super funds rate the worst for retirement

Regulators have criticised the super industry for largely ignoring a new obligation to help members prepare for retirement.

  • Hannah Wootton and Joanna Mather
Super fund CEOs Paul Schroder (AustralianSuper), Debby Blakey (HESTA), Deanne Stewart (Aware Super), Vicki Doyle (Rest Super), Bern Reilly (Australian Retirement Trust) and Peter Chun (UniSuper) are actively engaging with company boards, which they say will improve the value of their investments.

Super fund CEOs put ASX on notice over workplace conditions

Industry super funds are using their $3.5 trillion asset pool to influence companies on decent work conditions, secure contracts and banning sexual harassment.

  • Updated
  • Hannah Wootton

April 2023

Mark Delaney is cautious about Aussie equities.

Expect single-digit returns, say super fund investment bosses

The investment chiefs of some of Australia’s biggest super funds say they are only expecting single-digit returns from the domestic share market over the next decade.

  • Hannah Wootton
AustralianSuper is more negative on property than its rivals.

‘Very challenged’: Why this fund has much less property than rivals

The $274 billion AustralianSuper has a “relatively small allocation in [its] portfolio” to property compared with rivals including Cbus, Rest Super and Australian Retirement Trust.

  • Updated
  • Hannah Wootton

Original URL: https://www.afr.com/topic/super-fund-survey-6gf9