Inflation is set to rise on the back of higher oil and commodity prices, driven by supply concerns due to the conflict in Ukraine and the recent floods. This has caused pundits to shift their stance to become overly aggressive on rate expectations. However, portfolio manager Anthony Kirkham of Western Asset, a global active fixed-income…
Netwealth has reclaimed its top spot for the sixth time, trading places with HUB24, with a satisfaction score of 91.5 percent for its overall platform functionality in the latest Investment Trends Platform Benchmarking and Competitive Analysis Report. However, it’s become a close race between three platforms, Netwealth, UB24 and Praemium, all of which scored over…
Perennial Value Management, long known mainly for its “value” stock-picking prowess, is this week launching a new private growth ventures fund. The Perennial Private Ventures Fund will open to wholesale investors on 26 April 2022 and has already sounded out strong interest with cornerstone capital identified. The fund is targeting $200 million-plus from family offices,…
“During the Covid-19 crisis, we’ve heard anecdotally about women leaders doing a better job and new research backs that up.” According to Harvard Business Review, a study found that outcomes related to Covid-19, including number of cases and deaths, were systematically better in countries led by women. The study went on to say, “women were…
“Where are all the women?”. A memorable moment at the 2016 Fund Manager of the Year awards took place when Dame Quentin Bryce, the former Governor-General, turned to a leading female portfolio manager and asked, “where are all the women?” That was eight years ago. Fast-forward to today, and the industry is worth more than…
The oldest asset class in the world, direct property, is experiencing something of a renaissance amid a surge in inflation and the pursuit of lower-risk income streams. This was part of the discussion at The Inside Network’s Alternatives Symposium, held in Melbourne. Chris Cornforth from Harvest Hotels took a room of Australia’s leading financial advisers…
With volatility and inflation on the rise, things aren’t looking too good for the near future; that’s the broad view of the Global Macro team at JP Morgan. Speaking at the Inside Network’s Alternatives Symposium, held on February 23, Josh Berelowitz, portfolio manager in the macro strategies team, confirmed our worst fears, saying “traditional beta…
We have already entered a new era (perhaps ‘the Crypto Age’) where large parts of our daily lives – work, social networks, financial capital, human interaction, entertainment, gaming, music, and artistic creativity, will be digitised (and increasingly tokenised) to be stored and exchanged on a blockchain. That’s the view that Michael Armitage of Apollo Capital…
It’s been a torrid start to the year for 2021’s Fund Manager of the Year, Hyperion. The group is clearly feeling the “tech selloff” pinch after both its flagship funds posted negative returns and missed their benchmark expectations in January, also dragging down one-year numbers as a result. The Hyperion Australian Growth Companies Fund posted…
Private equity has been one of the most popular, and profitable, of the alternative asset classes in recent years. The collision of massive amounts of capital and more companies choosing to avoid the pressures faced by becoming listed has made an allocation within portfolios more important than ever. The asset class is often the topic…
