Investor awareness of the private debt sector is growing, and will only grow more as the dedicated funds in the marketplace continue to rack up strong performance, adding to the options available to hard-pressed yield-oriented investors. The Alceon Debt Income Fund is certainly one of the products to which yield-focused investors have turned, with its…
One of the more unique offerings in the active global equity sector is the Insync Global Quality Equity Fund, run by the fund manager of the same name. Established in October 2009 as the Insync Global Titans Fund – its name was changed in July 2018 – the fund is a high-conviction, active manager that…
If the financial advice industry needed a passionate advocate, it only has to call on Eleece Quilliam. The National Manager of Invesco Consulting in Australia is impressively adamant in her belief in the importance of advice. “I love working with advisers, because I genuinely believe that what they do is up there with the likes…
Is it the chicken, or is it the egg? Does a certain kind of personality gravitate to becoming a “quant” manager, or do quant managers end up thinking in a systematic way? “I’m pretty sure that a large part of it is innate,” says Andre Roberts, senior portfolio manager in the Invesco Quantitative Strategies (IQS) team. “Certainly,…
Specialist small- and micro-cap Australian equities investment manager NAOS Asset Management has taken its philosophy into the private markets, with the launch of its Private Opportunities Fund, for which it is seeking to raise at least $35 million. The fund will invest in up to 20 private companies that NAOS identifies as being profitable, having…
Every advice firm is interested in growing its business – in tapping-into the addressable market. But what is the advice market? Is it those that receive financial advice today, or is it those people who are not receiving advice, but should (or at least) could receive it? The ASX-listed investment platform and wealth management fintech…
The issue of retirement income has arguably become far too politicised in recent years, with rational debate seemingly scarce. While the focus inevitably falls on the political football that is superannuation, the Age Pension doesn’t get the attention it deserves. The federal government’s retirement income review, released late last year, showed that the pension will…
So, Fortescue Metals Group (ASX: FMG) shareholders have learned that their company is to become a hydrogen and steel superpower. Andrew Forrest, the founder, non-executive chairman and largest shareholder of Fortescue, says Fortescue will lead the way in building a steel-making industry in Australia, making “green” steel – zero-carbon steel, using zero carbon-dioxide-emissions energy. There…
One of the most eagerly awaited updates in the investment market is that of the $171 billion Future Fund, Australia’s sovereign wealth fund – and the December 2020 update was even more closely watched than normal. Because of its initial purpose – to invest in order to fund large unfunded Commonwealth public-sector superannuation liabilities which…
Asset consultancy Atchison Consultants expects 2021 to be a “recovery year” on global markets, based on the prospects for the COVID-19 vaccines that are being rolled-out, but says these prospects are themselves the major risk, given the amount of investor optimism that has been baked-into valuations on the back of the vaccine announcements. While the…
