Multi-strategy alternative investment manager Alceon is offering its unique debt-focused strategies to retail investors for the first time, with the launch of the Alceon Debt Income Fund. Investors and advisers alike are confronted with a very difficult proposition, with the current low interest rate environment coinciding with the threat of higher inflation. This places pressure…
Australia’s inflation rate was released yesterday, hitting 3.8% over the year to June, from 1.1% for the twelve months to March. Looking at media headlines this morning, some suggest the June quarter rise in inflation is following the 5.4% rise in the US and looks concerning. Here were the ABS figures: CPI +0.8% in Q2,…
Afterpay (ASX:APT) has been one of those rare share market success stories, where a start-up, having listed at $1.00 in May 2016, successfully develops a platform that captures a new market, the company’s name becomes a verb, and it receives a takeover offer pitched at $126.61 after just over five years on the stock exchange….
Growing concerns on China’s corporate bond market defaults have investors worried that it could manifest into something bigger. Bond defaults have been rising since 2017 with corporate debt standing at US$1.3 trillion ($1.7 trillion), which is more than 30% higher than total US corporate debt. While affecting mainly private companies, Beijing has decided to withdraw…
This week saw confirmation that private equity was once again the leading asset class over 2021. According to the Chant West super fund survey, the median private equity return for the financial year was 40%, well ahead of Australian equities and bonds. Yet the illiquid asset class requires investors to lock away capital for as…
As concerns grow about record-breaking US and Australian equity market valuations, the nascent recovery in Europe is opening opportunities for value seeking investors. That’s the view of ETF Securities, the multibillion-dollar exchange-traded fund issuer and manager. In a recent article, the research team highlighted a number of companies exposed to the recovery theme. The region…
An Australian start-up, founded by Bryan Rollins, former general manager at Atlassian, WorkForClimate is focused on empowering individual professionals to create change within the corporate sector. Its mission is to speed-up the corporate transition away from fossil fuels by guiding businesses and employees to commit to climate goals across four categories: Energy – Help your…
Platinum Asset Management delivered its latest quarterly report last week, which was largely a mixed bag of results. Five of the eight funds beat their respective benchmarks, while the remainder missed. Of those that outperformed, the Platinum International Brands Fund, Platinum Global Fund and the Platinum Japan outperformed convincingly. However, one of Platinum’s biggest active…
Ernst and Young (EY) has released a research publication titled the “Future of asset management.” As the title suggests, a transformation in the way asset managers are positioned, and their global outlook, is required, so that long-term value can be created for all stakeholders. EY says: “The industry needs to rethink its purpose and position…
According to wealth management platform Netwealth (ASX: NWL), “Two in five advice firms will look to integrate their systems and databases in the next 24 months.” Assuming it’s correct, the wealth platform space will either undergo major consolidation or external system integration of some sort, that connects different sub-systems to one larger system that functions…
