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The former equities boss says strategic alignment is key when looking at stocks to buy, and is expecting more M&A, having already picked one of the year’s top takeover targets.
Recent research by The Conexus Institute identifies significant dispersion in the operating environment for Australia’s superannuation funds. Here they consider the impact on fund investment models including internalisation, private assets and offshore investment teams.
Samantha Mostyn has been confirmed as the new governor-general.
Boards hate it when big investors speak out about their strategy, but it usually sparks action.
Sam Mostyn’s instinctive promotion of progressive cultural policies will now be cloaked in a vice regal role that should remain above politics and controversy.