If the holy grail of investing lies in the concept of non-correlated return streams with which to build truly diversified portfolios, insurance-linked securities (ILS) should emerge as one of the options for investors; but they are still not well-understood. That was the message that John Wells, co-founder and chairman of London-based Leadenhall Capital Partners, had for The Inside Network’s recent Alternatives Symposium.
Gold’s spectacular rise has been a feature of the markets over the last couple of years, and judging from how the investment banks are sharpening the pencil on their price targets, that trend seems likely to continue, as gold’s ‘NETGO factor’ intensifies.
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.
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. Â
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.
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.
In an evolving investment landscape, alternative assets are no longer a fringe consideration—they have become an essential component of a well-structured portfolio. Advisers are increasingly looking beyond traditional equities and fixed income to seek diversification, uncorrelated returns, and improved resilience.
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.
The advice community is being well-serviced by platforms, according to the research house Investment Trends’ 2024 Platform Competitive Analysis & Benchmarking Report.
There’s nothing like a market correction to trigger a crisis in confidence for investors and advisers alike. Having been rewarded for taking on more risk and allowing ever-greater levels of concentration to creep into portfolios, a widespread, Trump-driven sell-off is beginning to bring diversification back into focus again.
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. Â
Sponsored by ClearBridge Investments
