It has been a disappointing few years for alpha strategies on the ASX. With the market dominated by large superannuation funds increasingly favouring passive investment, what does this mean for active management?
The asset class cannot be treated as a monolith, as there are critical distinctions across global infrastructure, regional dynamics and liquidity structures, says Simon La Greca.
Driven by government backing and rising net-zero targets, investors are elevating forestry to a core asset class by pairing commercial timber revenue with carbon credit yields to shield portfolios against market uncertainty.
Oman Investment Authority's Future Fund announces projects worth $1.74bn; KWAP seeks recovery from eFishery fraud; Malaysian state Sabah mulls sovereign wealth fund; and more.