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Super funds covet more global equities, J.P. Morgan finds
Financial Standard
|June 02, 2025
Superannuation funds substantially upped holdings in global equities but scaled back on cash, as well as local fixed income and equities in the second half of 2024, new analysis from J.P. Morgan shows.
The latest Super Fund Manager Radar note shows allocations to global shares jumped 173bps from June 2024, while investments in unlisted infrastructure and private equity each rose 27bps.
Despite a prominent tilt to global equities, the analysis, led by J.P Morgan head of equity research for Australia and New Zealand Jason Steed, shows super funds are collectively underweight in US mega-cap technology stocks or the Magnificent 7.
"The growth of super funds' global equities portfolios, both in absolute size and as a percentage of total invested assets, is eminently sensible as their AUM outgrows the domestic market," Steed said.
Dit verhaal komt uit de June 02, 2025-editie van Financial Standard.
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