Here’s how private equity is conquering the ASX

Private equity is eating the ASX alive. Nearly every other month there is another billionaire dollar private equity approach of an ASX company. The latest is the $20 billion deal for Ramsay Health Care (ASX: RHC). Uniti Group, Vocus and Sydney Airport are recent other examples that the tyre kickers have poached from the ASX…

Lachlan Buur-Jensen | 19th May 2022 | More
Financial Services Council flags priorities for Advice Review

There is growing pressure on the long-awaited Quality of Advice review to deliver real change to an industry that has been saddled with layer after layer of regulation, compliance and paperwork. Commentary around the cost of advice highlights an important issue, yet given the level of importance and value that can come from a document…

Drew Meredith | 19th May 2022 | More
Investors should prepare for the private market valuation hit

The Morningstar-owned private markets publication Pitchbook this week highlighted the growing risks in the economy along with the potential impact of higher interest rates on the popular venture capital and private equity sectors. In a paper titled ‘How inflation, monetary tightening and volatility are impacting PE and VC” the group suggests the threat of market…

Drew Meredith | 19th May 2022 | More
Follow the leader, consumer businesses send ASX lower, travel is back

The local market couldn’t overcome growing concerns about stagflation, an instance when the economy slows as inflation increases, with the S&P/ASX200 falling 1.7 per cent on Thursday. The losses were broad-based, with every sector but healthcare falling, led by the consumer sectors. Healthcare gained 0.1 per cent with the discretionary and staples companies down 3.1…

Drew Meredith | 20th May 2022 | More
From Covid to conflict, the issues set to drive markets

From Covid to conflict, all it took was just a few weeks for the market to shift its attention to the unfolding crisis in Ukraine and away from the pandemic. The crisis disrupted supply chains and triggered record-high inflation which forced central bankers to raise rates to contain the rise. What came next, was a…

Ishan Dan | 19th May 2022 | More
News
Super wars renewed by Morrison ahead of election

Once a stalking horse for a small cabal of noisy backbenchers, “Home First, Super Second” has found its way into the Coalition’s policy arsenal ahead of an unpredictable election. It was perhaps premature to write, in late March, that the super wars were over. Scott Morrison’s announcement on Sunday that first home buyers would be able…

Lachlan Maddock | 19th May 2022 | More
Good time to buy quality semiconductor companies, say experts

For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now rating them as a buy, according to data from the Wall Street Journal. The prices of semiconductor companies have dropped sharply this year amidst a broader sell-off in technology stocks…

Nicki Bourlioufas | 19th May 2022 | More
Why this trillion-dollar managers prefers stocks over bonds

“We recently cut risk but stick with stocks over bonds for now. Equity prices now reflect much of the worsening macro-outlook and hawkish Fed” were the latest comments from the Blackrock Investment Institute in their weekly research note. With the recent pullback in equity markets due to rising inflation and interest rates, Blackrock have reduced…

Ishan Dan | 19th May 2022 | More
Mixed views on Federal Government property proposals

The Liberal Party joined the ALP in focusing on housing affordability during their formal campaign launch this week. The announcement was headlined by two fairly major policy changes, one of which wasn’t automatically accepted by the ALP, as has been the case for both parties for some time. The first change, which has been flagged…

Drew Meredith | 16th May 2022 | More
Markets
Private credit flourishes as major banks recede

Private credit has been gathering pace both globally and in Australia, growing rapidly as businesses start to recognise the unique benefits of private lending and the opportunity that changing conditions in the banking sector provides. Speaking with The Inside Adviser, Managing Director and Head of Private Credit at Northleaf Capital Partners, David Ross, said Australia’s…

Staff Writer | 16th May 2022 | More
Amazon and the value vs. growth challenge

Value investing has been the clear winner of the first third of 2022, with the tech-heavy Nasdaq leading losses in global sharemarkets. Traditional ‘value’ sectors like energy, materials and financials have outperformed in the short-term, but there remains considerable uncertainty around what comes next. Global asset manager Bailie Gifford, which manages the Vanguard Global Active…

Drew Meredith | 16th May 2022 | More
On the move in wealth management

It has been an incredible few months in markets, with the tech stock selloff, compounding into a crypto rout, all with the backdrop of the worst performance from bond markets in decades. Another reporting season has passed, and corporate Australia is looking much like the US, with the labour market busier than ever. In this…

Ishan Dan | 16th May 2022 | More
Australia’s ‘great arsenal of commodities’ set to boost AUD

Ruffer LLP’s single strategy approach, which is a multi-asset class, diversified fund seeking to deliver consistent returns and limit drawdowns in every market cycle is increasingly rare in an environment dominated by thematics. The group has long been advocating for portfolios to be more prepared for inflation and an unwinding of the stimulus that has…

Staff Writer | 12th May 2022 | More
IN Discussion
INDepth with Cory Martin from Barrow Hanley

Cory Martin from Barrow Hanley goes in-depth with Peter White from The Inside Network on ‘Value investing in a changing market’.

The Inside Adviser | 17th May 2022 | WatchPause
INSight #198 with Cory Martin from Barrow Hanley

Cory Martin from Barrow Hanley shares insights with Peter White from The Inside Network on ‘What are Barrow Hanley’s three key differentiating points?’.

The Inside Adviser | 17th May 2022 | WatchPause
INSight #197 with Cory Martin from Barrow Hanley

Cory Martin from Barrow Hanley shares insights with Peter White from The Inside Network on ‘What is the most common misconception of value investing?’.

The Inside Adviser | 17th May 2022 | WatchPause
INSight #196 with Cory Martin from Barrow Hanley

Cory Martin from Barrow Hanley shares insights with Peter White from The Inside Network on ‘Where are you seeing the greatest opportunities in the market today?’.

The Inside Adviser | 17th May 2022 | WatchPause
Podcasts
Datt fund: 3 yrs with 15%p ave returns
The Inside Adviser | 25th Oct 2021
Angela Ashton – The Evergreen Responsible Investment Grading Index (ERIG Index)
The Inside Adviser | 14th Sep 2021
Hayden Nicholson, Bell Potter Securities
The Inside Adviser | 7th Jul 2021
IN Discussion with Chris Briant, Head of Parametric in Australia.
The Inside Adviser | 10th May 2021
Super
Outlook for Australia ‘favourable’ compared to ROW: Chronis

The VIX Volatility Index or Fear Index hit a 52-week high of 38.94 last week after $65bn was wiped off the Australian share market. To put that in context, the VIX index rose to 65pts when Covid-19 first hit and peaked at 80 at the start of the GFC. While the VIX index has broken…

Ishan Dan | 9th May 2022 | More
Stability, simplification, abolition of Safe Harbour, FDS proposed

“We are at a critical crossroad, with an aging population, and the “Great Australian Wealth Transfer” at our doorstep” explained Lifespan Financial Planning CEO Eugene Ardino in an open letter to Scott Morrison and Anthony Albanese on the eve of the Federal Election. Ardino was compelled to speak out on behalf of the financial advice…

Drew Meredith | 5th May 2022 | More
In Practice
Professional Year reporting reduced

After a tumultuous few years that have seen reporting, compliance and information gathering requirements reach extreme levels, ASIC appeared to offer some respite this week. The advice regulator announced that Australian Financial Services Licensees, or AFSLs, which are predominantly small businesses, would no longer be required to notify the regulator every time an employee commenced…

Drew Meredith | 16th May 2022 | More
The ethics of retail

The last few years have seen both massive opportunities and challenges for ethical and ESG-focused investors. With an influx of capital from younger cohorts and the pandemic bringing into focus the need for all professional investors to have a view on ESG issues, you could be forgiven for thinking it was a good thing. Yet…

Drew Meredith | 12th May 2022 | More
Authors
270 Articles
Ishan a Senior Journalist covering the Inside Investor and Insider Adviser publications. Ishan has extensive experience across financial markets with roles spanning stockbroking, financial advice and platform administration. Ishan has written for well-known finance publications including Marcus Today, The Bull, MoneyandLife among others. Ishan’s varied experienced has given him sound expertise across the entire spectrum of finance and investing, with specific experience commenting on portfolio construction, direct shares and managed fund investing.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
419 Articles
Drew is Contributing Publisher of the Inside Investor and the Inside Adviser. Drew is an experienced financial adviser, as well as a regular contributor to the Unconventional Wisdom Journal, Money magazine, the Australian Financial Review and various other trade publications. Where Drew's comments constitute advice, it is general advice only (AFSL383169). They have not considered the readers personal or individual circumstances. Readers should seek professional advice before acting on any comments.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
75 Articles
Greg has worked in financial services-related media for more than 30 years. He is a former economics writer for the Sydney Morning Herald and assistant editor and business editor for the Australian Financial Review. Greg has founded many magazines, newsletters and conferences in the funds management industry. Titles he has launched include: Super Review, Investor Daily, IFA, Investor Weekly, Investor Supermarket, SMSF Magazine, the Blue Book, Investment Magazine, I&T News, Professional Planner, Top1000Funds.com, IO&C News, Investor Strategy News and New Investor.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
6 Articles
David Chaplin is publisher of Investment News NZ. David is a reputed financial services journalist with over 15 years’ experience covering the investment, superannuation and advice industries in both Australia and New Zealand. In addition to publishing the weekly editions of Investment News, David contributes to several publications on a freelance basis.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum