GLOBAL INVESTMENT INSIGHTS

August 2026

Global Investment Institute congratulates Alex Bacchus on his promotion to the Head of Asset Allocation role at NZ Super Fund.

The NZ Super Fund invests Government capital contributions, and the returns, to contribute to the cost of paying superannuation later. The Fund has ~NZ$94 billion in assets under management.

Prior to his promotion, Alex served as Head of Strategic Tilting at NZ Super Fund, having joined the fund in 2009.

We wish Alex all the best in his new role and continued success to the team at NZ Super Fund.

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“Investors are looking beyond traditional portfolio construction approaches and placing greater emphasis on assets that offer diversification, liquidity and resilience during periods of stress. Portfolio resilience is becoming a core investment objective, and gold remains a relevant tool for achieving it.”

- Kavita Chacko is the Research Head, India at World Gold Council, where she leads research and market intelligence on the Indian gold market. Kavita's work focuses on analysing the drivers of gold demand and supply, investment trends, consumer behaviour, policy developments, and the broader macroeconomic factors shaping the role of gold in the financial system. It involves engaging with institutional investors, policymakers, market participants and all the various stakeholders to provide data-driven insights on gold markets.

Kavita will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum on Tuesday, 1 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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August 2026

Global Investment Institute congratulates Alex Cathcart on his promotion to the Head of Investment Strategy role at Drummond Capital Partners.

Established in 2017, Drummond Capital Partners manage active, global multi-asset portfolios for financial intermediaries, high net worth individuals and family office clients.

Prior to his promotion, Alex served as Senior Portfolio Manager at Drummond Capital Partners, having joined the organisation in 2019.

We wish Alex all the best in his new role and continued success to the team at Drummond Capital Partners.

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August 2026

Global Investment Institute congratulates Dominique D'Avrincourt on her appointment to the Head of Equities, Wealth & Private role at Commonwealth Bank.

Commonwealth Private offers bespoke banking service designed to cater to the distinctive needs of high-net worth Australians.

Most recently, Dominique served as Head of Equities at TelstraSuper.

We wish Dominique all the best in her new role and continued success to the team at Commonwealth Bank.

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July 2026

Global Investment Institute congratulates Michael Dwyer AM on his appointment as Chair of the State Super Board.

State Super (SAS Trustee Corporation) is a New South Wales Government statutory corporation that administers and manages the investments of the State Super defined benefit schemes. State Super is one of Australia's largest superannuation schemes with ~A$38 billion in assets under management over 80,000 members.

Previously, Michael was Chief Executive Officer of First State Super (now Aware Super) for more than 14 years and General Manager of Asset Super for 10 years.

We wish Michael all the best in his new role and continued success to the team at State Super (SAS Trustee Corporation).

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“Private real estate continues to offer a strong combination of resilient income, diversification and long-term value creation. In the current uncertain environment, investors who combine patient capital with specialist operational excellence are best positioned to capture the opportunities ahead."

- Julian Biggins is Co-Founder and Joint Chief Executive Officer of MA Financial Group. In addition to his broader leadership responsibilities across the firm, Julian has a particular focus on their real estate asset management platform, which manages over A$9 billion in assets across both core and alternative real estate sectors, as well as debt.

MA Financial Group's core real estate portfolio spans industrial and logistics, office, with a strategic focus on retail assets, while the firm's alternative real estate portfolio includes hospitality, marinas, and Specialist Disability Accommodation (SDA).

Julian will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum on Tuesday, 1 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Institutional investors are increasingly seeking approaches that combine sustainability objectives with the diversification, scalability and cost efficiency traditionally associated with passive investing. This is driving interest in strategies that can improve portfolio characteristics while maintaining broad market exposure and tight risk controls.”

- Matt Burgess is the Head of Quantitative Equities at Royal London Asset Management, where he is responsible for leading the design, implementation and management of Royal London Asset Management's quantitative equity and enhanced index strategies.

Matt oversees a team focused on delivering systematic equity solutions for institutional clients, while managing the Global Equity Enhanced and Equity Tilt strategies and providing quantitative expertise across the wider equity franchise.  

Matt will be presenting at Global Investment Institute’s upcoming Equities Investment Forum on Wednesday, 2 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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July 2026

Global Investment Institute congratulates Andrew Smith and Luke Smith on their appointment as Co-Heads of Australian Equities at AustralianSuper.

AustralianSuper is Australia’s largest superannuation fund with ~A$410 billion in assets under management and over 3.6 million members.

Andrew and Luke have been jointly leading the Australian equities team on an interim basis following Shaun Manuell's appointment as Chief Investment Officer.

Our congratulations to both Andrew and Luke, and best wishes for continued success to the team at AustralianSuper.

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“In an environment of cyclical and structural change, managed futures can serve not merely as a defensive allocation but as a differentiated source of return. They need not predict the final shape of a new regime; they can respond to the trends and repricing that emerge as it evolves.”

- Kevin Donohoe is Head of Research at Abbey Capital and a member of the Investment Committee, he helps oversee the evolution and implementation of the firm’s day-to-day investment process.

Kevin's responsibilities span manager selection and due diligence, portfolio construction, and ongoing portfolio management, with a focus on ensuring that investment decisions are underpinned by rigorous analysis and aligned with client objectives.

Kevin will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum on Tuesday, 1 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“While the impact of A.I. on software is profound, the anxiety around A.I. has resulted in an indiscriminate sell-off. When a heterogeneous asset class is priced as one, entry valuations disconnect from asset quality, and disciplined selection becomes the primary return driver.”

- Jacob Van der Wiel is Managing Director at EQT Group, where he is responsible for originating and executing mid-market software and technology-enabled services investments in Australia and New Zealand.

At the regional level, Jacob leads coverage of the software sector and works with colleagues across Japan, Korea, Southeast Asia, and India to form an integrated sector coverage team.

Jacob will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum on Tuesday, 1 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Ultimately, diversification in a multi-manager portfolio isn't a function of how many managers you hold, but whether at least one of them has the freedom to look different when the benchmark itself could be the risk.”

- Rakesh Bordia is a Co-Portfolio Manager at Pzena Investment Management, where he is responsible for identifying deeply undervalued businesses across Emerging Markets, applying the same rigorous, bottom-up research discipline that has defined the firm since 1995. 

Rakesh will be presenting at Global Investment Institute’s upcoming Equities Investment Forum on Wednesday, 2 September 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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