In the latest AOX Trends Report video, editor Damian Fantato talks to APAC deputy editor Stefan Kostarelis about the ‘Your Future, Your Super’ performance test, how it has changed Australia’s pension funds and what the other countries considering similar processes should bear in mind.

Several asset owners have ditched their US Treasury holdings recently as yields rise despite Scott Bessent’s interventions, but despite these assets losing some of their predictability for many they remain “the safest of a bad bunch of places”.

South Africa’s pension funds are required to invest more than half their assets in their domestic market, but over the past 10 years the number of listings on the Johannesburg Stock Exchange has fallen by half. How are they addressing this?

The 21st Century Road to Housing Act has limited the amount of single-family homes which institutional investors can buy. How are they responding to these new rules?

Discussions around performance fees "have moved forward significantly over the last 12 months" and are "much more acceptable" to large pension funds, according to Stephen Budge of LCP

A survey by Germany’s financial regulator Bafin found 21 insurance companies and pension schemes were affected by at least one transaction in the scandal which involved tax loopholes on dividend payments

Australia’s pension system has managed to weed out underperforming funds and consolidated its system around fewer, higher-performing MySuper products - but has it found itself stuck in a loop it can’t escape?

Many of the biggest asset owners benchmark their private equity investments against a public markets index. This has led to the impression of horrific underperformance, but are they doing the right thing?

Research by PwC shows there is now greater demand for “outcome-oriented mandates and customised portfolios” among asset owners

In the 12 years Diego Marrero spent has AFP Habitat Peru’s chief investment officer, it went from managing no money at all to being one of the country’s four biggest private pension fund managers

The Railways Pension Scheme has found itself with a bill of about $413mn for remediation work to its property portfolio due to fire safety issues which were first discovered in 2019. But the fund has finally come up with a solution

As a long, hot summer draws to a close (hopefully), Ginni Goldin, senior climate risk analyst at Norges Bank Investment Management, which runs the $2.2tn Norwegian pension fund, tells AOX how the manager has been building a model that can quantify how the companies in the portfolio will be affected by climate change

South Africa’s pension funds have increased investment in alternatives following legislation which took effect in 2023, but how are they going about doing so?

Marina Pasika, head of private markets at the $75bn Rest super fund, explains why her fund deliberately avoided traditional software managers when building out its private equity programme

In the latest AOX Trends Report video, editor Damian Fantato talks to Latin America reporter Marina Benitez about how pension funds in the region are changing, the specific factors which are driving them to invest in private markets, and how the Banco Master scandal is could affect what happens next

The latest fund manager survey by Bank of America found the most bullish sentiment since 2022, with cash at historical lows. Do asset owners share those feelings?

Dilhan Pillay, Temasek’s chief executive, said external headwinds had made decarbonisation pathways “slower and more disorderly” which contributed to the sovereign wealth fund missing its target to achieve net zero portfolio emissions by 2050

In 2020 the Securities & Exchange Commission allowed tribal funds to register as accredited investors, while that year's Covid pandemic exposed the risks of Indian nations relying on gaming revenues - just two of the factors which have spurred these asset owners to become increasingly institutional.

The question of whether an AI bubble is about to pop has been debated for some time, but which parts of their portfolio should asset owners be focusing on? Research suggests more than they might think

Self-driving car start-up Wayve has looked beyond the UK for its capital backing, underlining the limited depth of domestic late-stage funding

Following her landslide election victory earlier this year, Japan’s prime minister Sanae Takaichi views the $1.8tn Government Pension Investment Fund as a tool to get the country’s economy moving by investing domestically

Across the world, governments are gently encouraging their pension funds to invest in their domestic economies to stimulate growth - a phenomenon referred to as ‘pensions nationalism’. Why is this happening, is it necessarily a bad thing and what, if anything, can reverse it?

Many of the biggest companies making news recently are backed by a sovereign wealth fund. This might give the impression these asset owners have a good track record of picking winners. Is that the case?

Many asset owners are investing in AI assets, but a recent conference demonstrated how many are spending money on integrating it into their processes

Many family offices are standing on the sidelines as AI stocks have helped push markets skyward - particularly in the US. Why are they so hesitant to get involved?

According to Alexandre Monnier at CitiGroup, the pendulum has swung "back a little bit" towards fund investments in part because direct investing requires “quite a bit of expertise”

Art, including filmmaking, publishing and painting, makes up about 10 per cent of Adeline Arts & Science’s portfolio but the family office says it has outperformed its other investments

Many of Japan’s pension funds adopt the same, somewhat ideosyncratic, investment approach as the $1.9tn Government Pension Investment Fund. This yielded strong results last year, so should other asset owners take note?

Upwards of two-thirds of large DB pension schemes are pursuing run-on strategies, but the preference is to use surplus funds to enhance member benefits

The British regulator, the FCA, is moving fast to bring tokenisation to the £16.5tn UK asset management sector. So what impact can this have?