Matt Macdonald appointed as Portfolio Manager, Private Equity at CareSuper

October 2025

Global Investment Institute congratulates Matt Macdonald on his appointment to Portfolio Manager, Private Equity at CareSuper.

CareSuper is an award-winning, profit-to-member industry super fund. On 1 November 2024, CareSuper merged with Spirit Super to form a fund with over 615,000 members and A$53 billion in assets under management.

Most recently, Matt served as Senior Investment Analyst, Private Equity at AustralianSuper for over four years.

We wish Matt all the best in his new role and continued success to the team at CareSuper.

The case for SMID caps: Opportunities in small & mid-cap equities

Video | Andrew Gowen, Portfolio Manager & Director of Research, Bell Asset Management

In this exclusive interview, Andrew explores the case for including small and mid-cap (SMID) equities in diversified portfolios and the structural growth advantages that SMID caps offer.

Watch the full interview which covers:

00:23 - Why do you advocate for SMID caps inclusion in equity portfolios?

00:57 - What are the growth figures that underpin SMID cap equities that support your thesis for their inclusion in equity portfolios?

01:56 - Why have SMID caps recently endured a period of underperformance?

02:29 - What’s to come in SMID cap equities?

03:17 - What are the key risks for equities investors to consider that may or may not impact the SMID cap segment?

Anna Scott appointed as the Chief Executive Officer of Mercer New Zealand

October 2025

Global Investment Institute congratulates Anna Scott on her appointment to the role of Chief Executive Officer at Mercer New Zealand.

Mercer New Zealand has over NZ$11 billion in assets under management and 25,000 employees in over 130 counties.

Most recently, Anna served as Director at Financial Services Council of New Zealand.

We wish Anna all the best in her new role and continued success to the team at Mercer New Zealand.

SuperCareers - Job opportunities for executives and senior investment professionals across our industry

September 2025

Current featured job vacancies and opportunities include roles at Anacacia Capital, AustralianSuper, Aware Super, CareSuper, Cbus, Franklin Templeton, Future Fund, Goldman Sachs, HESTA, Hostplus, J.P. Morgan Asset Management, JPMorganChase, Mercer, NZ Super Fund, Octopus Investments Australia, Perpetual Wealth Management, Rest, TCorp, UniSuper and VanEck Australia.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please email Nicole Browne, Global Investment Institute.

Why do our traditional economic systems ignore the things we care about most – and is there a better way?

Danny Almagor, Co-Founder, Small Giants Family Office and Small Giants Academy

When we think about investing, it is often transactional, dry and not much fun. The traditional image is of a rational investor sitting in front of a screen, using some obscure calculations to determine where the most money can be made with the least amount of risk. We call this Modern Portfolio Theory (MPT), with all its finance jargon like efficient frontiers, variance and correlation, and statistical analyses such as the Sharpe ratio and the Treynor ratio, measuring risk-adjusted returns.

Bored yet? Maybe it’s just me, but I’m not just bored, I’m also annoyed. The limitations of this theory are so significant I find it hard to believe so many smart people continue to think it is a good idea.

Maaike van Tol promoted to Head of Risk at NZ Super Fund

September 2025

Global Investment Institute congratulates Maaike van Tol on her promotion to Head of Risk at New Zealand Superannuation Fund (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 more than NZ$70 billion in assets.

Prior to her promotion, Maaike served as Director, Portfolio Design at NZ Super Fund.

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

Kathy Vincent appointed CEO of Australian Retirement Trust

September 2025

Global Investment Institute congratulates Kathy Vincent on her promotion to the role of Chief Executive Officer at Australian Retirement Trust (ART).

ART is one of Australia’s largest super funds, formed through the merger of Sunsuper and QSuper. They have more than A$330 billion in assets under management and over 2.4 million members.

Prior to her promotion, Kathy served as Chief Operating Officer of ART.

We wish Kathy all the best in her new role and continued success to the ART team.

Equities Investment Forum expands to Sydney in 2026

September 2025

Global Investment Institute will host two Equities Investment Forums in 2026, extending the program beyond its annual September gathering in Melbourne, to bring the event to Sydney in the first quarter of the year.

The addition of a Sydney forum creates a biannual rhythm for equities-focused dialogue in Australia. Investment leaders will now have the opportunity to engage with investment insights and peer perspectives every six months, rather than waiting a full year between discussions.

The Equities Investment Forum focuses on investment opportunities within the equities asset class and addresses critical issues in portfolio construction, analysing emerging investment opportunities across strategies and regions. It assesses key risks and approaches to managing those risks in pursuit of desired investment objectives, in the context of a dynamic and rapidly evolving economic, political and regulatory environment.

If you are interested in being part of these private gatherings, please reach out to zlatan@globalii.com.au or visit globalii.com.au for more information.

Zenith Investment Partners promotes Stephen Colwell to Deputy Head of Equities

September 2025

Global Investment Institute congratulates Stephen Colwell on his promotion to Deputy Head of Equities at Zenith Investment Partners.

Zenith Investment Partners is a provider of investment research, ratings and managed account portfolio solutions, with ~A$5 billion in funds under management and more than 150 licensee clients.

Prior to his promotion, Stephen served as Senior Investment Analyst for over four years.

We wish Stephen all the best in his new role and continued success to the team at Zenith Investment Partners.

Ethan Xing promoted to Portfolio Manager, Asset Allocation at Zenith Investment Partners

September 2025

Global Investment Institute congratulates Ethan Xing on his promotion to Portfolio Manager, Asset Allocation at Zenith Investment Partners.

Zenith Investment Partners is a provider of investment research, ratings and managed account portfolio solutions, with ~A$5 billion in funds under management and more than 150 licensee clients.

Prior to his promotion, Ethan served as Portfolio Construction specialist.

We wish Ethan all the best in his new role and continued success to the team at Zenith Investment Partners.

Bond investing: Applying a systematic approach to “fallen angels”

Video | Syed Zamil, Senior Investment Strategist, Insight Investment

In this exclusive interview Syed discusses the benefits of a systematic approach to bond investing and how it can be applied to capitalise on the tailwinds driving opportunities in “Falling Angels”.

Watch the full interview which covers:

00:23 - Can you run us through the difference between a ‘fallen angel’ and ‘falling knife’ and how you can tell the difference when purchasing those bonds?

01:58 - Systematic equities have been popular for a long time, but systematic fixed income isn’t as popular. Why is that and why is systematic fixed income on the rise now?

03:33 - What are the benefits of a systematic approach, compared to a traditional discretionary approach, when accessing fallen angels

05:09 - What technological advancements have allowed Insight to be more efficient and effective in the way you invest?

07:03 - Tariffs are affecting all areas of global markets, is this dislocation a good thing for fallen angels (bonds) and, if so, why?

Exclusive interview with Alex Cathcart, Senior Portfolio Manager, Drummond Capital Partners

“We think investors will continue to follow earnings growth, and large-cap US tech has done an amazing job of delivering on that front. In line with this, we are modestly overweight in global equities versus Australian equities, which are extremely expensive for a market delivering no earnings growth.”

- Alex Cathcart is a Senior Portfolio Manager at Drummond Capital Partners, where he contributes to their strategic and tactical asset allocation processes, and portfolio construction. Alex has 18 years’ experience as a portfolio manager and economist.

In this exclusive interview with Global Investment Institute, Alex discusses the differences in portfolio construction between managed accounts and superannuation funds, the main constraints they face when investing and how they manage risk, how they value unlisted assets and ensure valuations are reliable and timely, where the best relative value opportunities lie in the current investment landscape and solving for retirement.

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