Major Australian superannuation funds are shifting focus from AI infrastructure buildout to application deployment as valuations stretch and funding patterns evolve.
Norway's SWF excludes India's Adani Green Energy from its portfolio; Australia's Aware Super scraps restrictions on high-carbon companies' investment; and more
Indonesian SWF investment co-head departs; Manulife names new CEO for its Indian Joint Venture; Australia's QBE names new Asia property lead; VFMC appoints new chief finance and risk officer, and more.
The National Reconstruction Fund Corporation is deploying patient capital across space technology, critical minerals, and defence manufacturing, as Australia pushes to rebuild sovereign capabilities.
Australian Retirement Trust views the AI bubble narrative as premature but warns AI-related equities are no longer cheap, as the fund repositions towards financials and healthcare.
NZ Super hires portfolio strategy and research lead; AustralianSuper risk lead joins rival; ART appoints senior portfolio manager; Future Fund investment professional joins Abu Dhabi Investment Authority, and more.
GPF chief leaves for Thailand bank role; Vision Super appoints head of unlisted assets; Future Fund hires investment governance specialist; ART's head of investment risk departs, and more.
A senior portfolio manager at Australia's second-largest pension fund warns that a simultaneous selloff in bonds and equities represents the greatest fundamental risk facing investors this year.