The Australian pension fund has built its largest overweight position in the Japanese yen in years as it bets the Bank of Japan will hike rates faster than markets expect.
La Caisse has teamed up with agricultural investor Go.Farm on a $234 million platform for irrigated permanent crops, tapping surging demand for Australian farmland.
Regulator ASIC is stepping up scrutiny of private credit following rising defaults, valuation uncertainty and redemption pressures in markets like the US and Europe.
John Livanas, the Australian pension fund's CEO, says true investment leadership requires the “BLT principle”—Boldness, Luck, and Talent—beyond technical expertise.
The National Reconstruction Fund Corporation investment is part of a broader push to strengthen domestic manufacturing capacity in AI-critical technologies.
The National Reconstruction Fund Corporation’s contribution is part of a larger $112.3 million Series C funding round and is expected to create 172 high-skilled jobs in the deep tech sector.
Major Australian superannuation funds are shifting focus from AI infrastructure buildout to application deployment as valuations stretch and funding patterns evolve.
The National Reconstruction Fund Corporation is deploying patient capital across space technology, critical minerals, and defence manufacturing, as Australia pushes to rebuild sovereign capabilities.
The pension fund's chief investment officer is adopting a more cautious stance on elevated equity markets while identifying selective opportunities across climate, healthcare and AI.