Forewarned is forearmed: The quixotic challenge of today's equity marketsBY HUGH SELBY-SMITH | FRIDAY, 27 JUN 2025 1:39PM Like Don Ǫuixote, today's markets are driven by powerful narratives, and there is value in stepping back to examine what's actually hiding in plain sight.
 Reasons to own more emerging markets equitiesEvery sell-off tells a story about an asset class - a story about what investors believe the assets are and what they are capable of becoming, for better ...  Avoiding a double-dip recessionMy first year in markets was 1989 and my first trade was buying some bank bills at 18.5%. I should have bought a 30-year bond!  Taking advantage of the secondaries marketAfter the Global Financial Crisis (GFC) of a decade ago, there was a wave of investors in private funds selling down their positions in portfolio secondary ...  What Australian super funds can learn from YaleThe Economist recently wrote about an intellectual revolution amongst US investors led by the endowments of large American universities and originally ...  How will COVID-19 impact M&A?COVID-19 has reset the global chessboard. Once infallible industries have been halted; airplanes are grounded, restaurants are quiet, and office towers ...  Taking the pulse of commercial real estate debtWith the COVID-19 pandemic creating volatility across financial markets, many institutional investors are taking stock and assessing their asset allocations.  Investors should go green in the face of climate changeThe scientific evidence that climate change is real is overwhelming, and its likely physical and economic impacts are becoming widely accepted. What is ...  One year into APRA CPS 234, what's changed?1 July marks one year since APRA's Prudential Standard CPS 234 came into effect. The aim of the Information Security Prudential Standard is to ensure ...  SMSF investment strategies in the age of COVID-19In February 2020, the Australian Taxation Office (ATO) issued comprehensive guidelines regarding SMSF investment strategies and stressed the importance ...  Super and Team AustraliaAnd now we return to an area of superannuation policy which not even COVID-19 is lethal enough to subdue: the fight over legislating the objective of ... |
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Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
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AI, alternative data and sustainability in focus
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