After five years of compounding compliance and regulatory requirements combined with higher costs in every part of their business there are a number of potentially positive catalysts on the horizon.
Franklin Resources, the parent company of Franklin Templeton, a global asset manager with over US$1.5 trillion ($2 trillion) in assets under management, has bought private debt manager Alcentra from BNY Mellon.
There is a common belief among the investment community that infrastructure and other real assets are little more than a “bond proxy”.
Absolute return or ‘market neutral’ equity strategies as they are widely known, may well be one of the most difficult approaches to understand for many advisers, but also to manage successfully over the long-term for portfolio managers.
John Abernethy’s listed funds management firm, Clime Investment Management (CIW) purchased its second wealth management firm, Melbourne’s MTIS Wealth Management for $7 million last week.
“We have seen a monumental shift in the way consumers act in recent years” explained Emilie O’Neill of Perennial Better Future
The United Nations has described the managers of global real estate assets as ‘one of the most important decision-making groups on Earth’.
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.
The Australian Financial Complaints Authority, the external dispute resolution group of which all financial advisers must be members, this week announced significant changes to their assessment process of new complaints.
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.
