What's keeping these Aussie mega investors awake
![Trade wars are keeping UniSuper chief investment officer John Pearce up at night.](http://web.archive.org./web/20190512155323/https://www.afr.com/content/dam/images/g/i/s/o/q/0/image.related.afrIndexLead.320x210.p51lt8.png/1557639393059.jpg)
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.
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.
Andy Kuper has proven the notion of profit with purpose is not an academic concept. His LeapFrog private equity business has reached 167 million people living in poverty and achieved returns of about 40 per cent per annum.
The country's largest super fund has cleaned out the last of its large cap active equity fund managers as it moves more asset management in-house.
Banning the merger of Vodafone and TPG risks entrenching the position of the two dominant players, Telstra and Optus, and harming consumers who are already suffering from the over-priced NBN broadband.
Investor anger at the ACCC's decision to veto TPG's merger with Vodafone is underpinned by the belief that its path to becoming a mobile network operator really is blocked.
ACCC chairman Rod Sims is headed for what is almost certainly an embarrassing defeat in court following the decision to reject the Vodafone merger with TPG Telecom.
Finding the dodgy numbers in audited accounts is not easy but it is possible to learn from the past.
A string of privatisations could soon mean more than $16 billion worth of companies disappear from the ASX this year. But this shrinking universe isn't all bad news.
Volatility in financial markets triggered by US President Donald Trump's latest tweets provide no insight into the performance of China's economy.
Westpac chief Brian Hartzer fights low growth and big customer refunds. He's learnt a lesson from the recession in the early '90s to position the bank to rebound.
A rate cut this week wouldn’t just hit bank margins. It would also put the sector back in the spotlight of the election campaign,
AMP got through its annual meeting without losing its chairman or a suffering second strike on remuneration but a deeper problem remains - rising fund outflows.
The sales jump that Coles enjoyed from its March quarter toy promotion has done little to dent Woolworths sales momentum.
NAB chief worries Australia might make the same mistake as Europe which kept pushing interest rates lower to kick-start economic growth, even though it did little for the broader economy.
Just weeks after being spurned by Lynas, Wesfarmers' chief Rob Scott unveils another idea to put the company on the fast track to the electric-car future.
It is safe to say ANZ Banking Group's dividend looks as solid as a rock but don't expect it to increase any time soon.
Alan Joyce is set to become one of the longest-serving CEOs in the ASX top 200 after Qantas chairman Richard Goyder reviewed succession planning.
A joint venture between Equip Super and Catholic Super shows the way for smaller funds seeking economies of scale.
Shayne Elliott's strategy has allowed ANZ to outrun falling profit in Australia and worrying trends in housing - so far.
After 20 years of asset valuation increases, a reckoning is coming for shopping centres as willing buyers and sellers inevitably make deals at much lower prices.
APRA alleges IOOF failed to acknowledge - let alone manage - key conflicts in the way it ran its super funds.
Weak trading updates from companies leveraged to the housing market could make investors rethink the lofty position of the local sharemarket.
Shemara Wikramanayake sees lots of investment opportunities in the medium term particularly in renewable energy and infrastructure.
The resignation of three non-executive directors of software provider GetSwift is a damaging blow to a company with a history of disappointing its shareholders.
As Coles chief Steve Cain prepares to unveil his strategy reset in mid-June, the group's latest sales numbers show him juggling twin priorities.
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