Slide 22 and 23 of PNI presentation quite interesting to better understand what's happening with institutional investors, both in Australia and overseas.
In particular :
- rebalance away from public equities (domestic and international equities),
- stronger interest for bonds,
- a lot of instos are already fully allocated in real estate,
- more interest in natural capital (ex. food and energy).
Australian net flows :
- largest inflows into private credit and global equities,
- largest outflows from Australian equities and global REIT.
International net flows into global equities, global EM and private credit.
Regarding global equities, the poor performances of Antipodes (negative alpha over 5 year) for 2 of its main funds (Antipodes Global fund and Antipodes Global fund-long, cf slide 12) is not helping to get much inflows for international equities.
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