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Daniel Kemp

Aware Super, Cbus and Hesta say dealflow is high after a covid-induced lull in 2020, with all having ambitions to further diversify their portfolios.
Ares and AMP Ltd will form a new joint venture covering AMP Capital’s private markets businesses, including infra and real estate, with Ares assuming management control.
Asia
Having raised $3.9bn for its debut regional vehicle, the firm's infra executive team talks about opportunities in four target markets and how APAC’s 'great tailwinds' will support the strategy.
Controversial Your Future, Your Super changes will remove an exemption to asset disclosure that has allowed superfunds to avoid revealing the value of some unlisted assets.
Treasurer Josh Frydenberg ruled in favour of Port of Newcastle, partly owned by MIRA-managed The Infrastructure Fund, in a dispute over access with the NSW Minerals Council.
The US fund manager has opted not to proceed with a bid for all of AMP Ltd, which includes a bank and a wealth management business, but remains in talks over AMP Capital.
A survey conducted by JPMorgan Asset Management shows Europe places the most importance on ESG considerations during investment, followed by Australia.
Wind farm Western Australia
AGL Energy has been forced to write down a series of PPAs with windfarms it developed and sold between 2006 and 2012, as wholesale prices continue to fall.
As the extent of the pandemic became increasingly clear in early 2020, countries around the world restricted international travel and threw up hard borders. A general turn inwards economically accompanied this, with trade disrupted and nations understandably prioritising support for domestic businesses and individuals. In some ways, economic nationalism had already been a dominant theme before […]
This is the first story in a five-part series, in which we explore themes we believe will shape the year ahead The novel coronavirus caught even the most eagle-eyed of investors unawares in 2020, upending business cases and causing many to reassess the level of risk involved in what had been seen as rock-solid assets. […]
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