The spectacular market gyrations of April, sparked by escalating trade conflicts, geopolitical tensions and the Presidential ‘X’ account, represent the first significant stress-test for a generation of separately managed accounts (SMAs) run by Australian asset consultants.
The group says tackling liquidity and accessibility barriers are key to the success of its private equity secondaries fund. Researcher Lonsec agrees, recently giving the fund a ‘Recommended’ rating on its platform.
Secondaries now represent a core pillar of many investors’ alternative assets program, according to Coller Capital.
The retirement advice specialists have teamed up with the association to bring greater levels of financial literacy to more Australians. It comes more than a year after the successful merger of the ASA with the Australian Investors Association.
A confluence of compounding returns, further contributions and tax-paid status make investment bonds an attractive option for grandparents looking to give their loved ones a financial leg-up in life.
Advice groups may still be grappling with the best use cases for artificial intelligence tools, but the ones that aren’t at least trying are at risk of being seen as behind the curve according to Complii’s Craig Mason.
The investment vehicles of wealthy families are internalising asset management and professionalising their investment teams at a rapid rate, according to Citi Private.
A slowing economy has prompted S&P/ASX 200 companies to keep a lion’s share of their earnings by tightening shareholder distributions, with fund manager Martin Currie identifying the resources sector as a real cause for concern regarding future income.
Megafunds are set to control trillions in member savings, and a few crucial themes are emerging that will figure in the future direction of the superannuation system.
There are three things that an Australian private credit provider should be focussed on, and capital preservation is the “absolute number one”, according to Craig Brooke from KeyInvest.
