Private markets is clearly a rapidly growing part of the investment ecosystem, with the Australian Securities and Investments Commission (ASIC) recently citing data showing global private capital assets under management (AUM) having tripled over the past decade, to reach an estimated US$14.6 trillion ($23.2 trillion).
And within that, infrastructure is the asset class that is streeting all others in terms of growth, driven by a colossal and multi-pronged funding task.
The Australian image of the taciturn farmer, hard at work completely out of the spotlight, carrying a large part of the nation’s gross domestic product (GDP) on the shoulders of resilient rural families, has a similar feel to the investment performance of the land on which they work. Agricultural land is the quiet achiever of the Australian investment landscape.
Three adviser firms are telling their clients to trust their portfolio structures to ride out the current market volatility largely sparked by a looming trade war.
THE INSIDE WORD: NEW FUND
The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio.
Sponsored by ClearBridge Investments
Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of Mornington-based Live Financial Planning fits this bill, and more.
Despite the success of this regional advice firm, advisers like Kane Leersen aren’t out to rule the world. Instead, they have an ambition to “grow by good” by serving the people that make up their local community.
Another significant recruit has joined the new venture, with ex-Mutual Trust family office adviser Angus Mann bringing a wealth of experience and a reputation for holistic client care to Viola Private Wealth.
Thematic investing has long been a source of fascination for investors, offering the promise of outsized returns driven by major structural shifts. Yet, as three seasoned professionals—Jamie Nemtsas of Wattle Partners, Will Hamilton of Hamilton Wealth Partners, and Peter Johansson of JCE Advisory—discussed, the reality is far more complex.
Equity markets continue to defy expectations, but investors face mounting risks as valuations stretch to historical extremes. Hugh Selby-Smith, co-CIO of Talaria Capital, recently presented his insights at The Inside Network’s Alternatives Symposium, warning that today’s market environment demands a critical reassessment of diversification strategies.
Institutional investors have increasingly turned to alternative assets as a means of improving portfolio resilience, managing risk, and capitalising on opportunities unavailable in public markets. Australian Retirement Trust (ART) has been a key participant in this shift, developing a strategic approach to investing in unlisted assets that balances risk and opportunity.
The planned transition of $44 billion worth of additional Tier 1 (AT1) bank hybrids to Tier 2 capital by 2032 will see the last bank hybrid disappear by March 2032, bringing to an end an era that income-oriented Australian Securities Exchange (ASX) investors will remember mostly fondly. In this guest article, Simon Dawkins, Partner and Head of Capital Markets at Escala Partners, lifts the lid on a better alternative for sophisticated investors.
Sinead Rafferty from Colonial First State speaks to James Dunn at The Inside Network’s Alternatives Symposium in Healesville, VIC on strategic allocation and liquidity dynamics in alternative investments.
Nicole Drapkin from Blue Owl Capital speaks to James Dunn at The Inside Network’s Alternatives Symposium in Healesville, VIC on transparency, due diligence, and resilience in US direct lending.
Matt McNamara from Horizon 3 Healthcare speaks to James Dunn at The Inside Network’s Alternatives Symposium in Healesville, VIC on rigorous selection and the Achilles Heel approach to healthcare investing.
Kev Toohey from Atchison speaks to James Dunn at The Inside Network’s Alternatives Symposium in Healesville, VIC on four principles of allocating alternatives to portfolios.
Illegal access to SMSFs by their trustees is one of those issues with a radar signature starting to pulse, but while it must be addressed, it should not overshadow the sector’s health.
Opening up early access to super for housing would have a negative effect on the balances of even those members that don’t dig into their savings, with funds forced to adopt more conservative investment strategies and hold more liquid assets.
An imminent big-milestone birthday has the Brilliant Investment Group (BIG) executive chair thinking about what he’d like to see this year.
What do you do when you finish high school? “Go with your strengths,” Peta Nunn’s school careers counsellor told her. So, she found herself in a maths degree at university. But something didn’t feel right.
THE INSIDE WORD: NEW FUND
The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio.
Sponsored by ClearBridge Investments
