Healthcare and life sciences is emerging as an economically resilient alternative asset class, given that the industry has huge tailwinds in the form of the demographic force of an ageing population around the world. Plus, there is the growing demand from lifestyle diseases – illnesses that arise from day-to-day life habits of an individual – and the expansion on the back of digital health and AI.
Lauren Ryan from Thinktank speaks to Laurence Parker-Brown from The Inside Network on the challenge of achieving both income and capital growth.
To paraphrase one of Paul Keating’s more memorable lines, if you walk into any pet shop in Australia, the resident galah will be talking about the under-supply of housing. But what’s not being discussed is the real supply issue behind it: access to flexible capital for developers and builders.
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.
With private credit garnering plenty of media attention lately, it’s important for investors to understand the underlying variations across this asset class. Lauren Ryan from non-bank lender Thinktank discusses some key points about private credit funds and how they work, as well as some key differences between them.
Investors are right to diversify overseas. What they must remember is, it’s not just a US story focused on the ‘Magnificent Seven.’
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.
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.
In Monty Python’s famous Dead Parrot sketch, John Cleese tries to return a clearly dead parrot to the pet shop, but the shopkeeper insists it’s “just resting.” In this guest article, Adelaide adviser Richie Parsons tells why he is haunted by this sketch.
As a Curtin University commerce student in the early 2000s doing a financial planning major, Bree Stevens was delighted to be offered a part-time job with Perth advice firm Blueprint Wealth. She figured she could work a day a week, pick up some industry experience and get a feel for whether real-world financial planning matched the way she was starting to think about the profession from her coursework.
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
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