In their latest quarter fixed income outlook, titled ‘Investing Through Inflation and Growth Uncertainty’ global asset manager Neuberger Berman has flagged somewhat of a non-consensus view on the outlook for inflation, growth and fixed income assets.
The move away from so-called ‘growth stocks’ which began in Q3 2020 is set to continue, with the winter for ‘value investing’ set to thaw according to Colin Graham of Robeco’s Muti-Asset team.
Government policy continues to lag private markets when it comes to the energy transition, with Federation Asset Management’s latest deal to buy two battery assets a sign of the things to come.
The Financial Planning Association (FPA) has outlined its policy platform, or target areas for the next Federal Government.
Demand for venture capital (VC) has soared in recent years amidst expectations for more muted public-market returns. Late-stage VC sits between VC and traditional private equity (PE), and is focused on backing the rapidly growing segment of already-successful companies with established market share, and typically exhibiting $50 million or more in revenue. “The number of…
“If you ask 100 engineers how much steel and concrete are required to build a bridge, and 99 engineers say x amount of steel and y amount of concrete, and one engineer – just one – says half of x and half of y, I think there’s probably more chance of falling pregnant via wind…
Any current financial adviser understands the challenge attempting to roll-over a member’s balance from an industry or APRA-regulated fund into an SMSF. With every different fund having a different form to complete, and in some cases these requests requiring the client to contact the fund directly, what should be a simple process can extend into…
The growing popularity of ESG-themed strategies by fund managers is no doubt a positive for the globe, but the “proliferation of product” is muddying the waters of sustainability and green-themed investments. This was the core message delivered by Australian Ethical’s head of domestic equities, Mike Murray, when presenting at The Inside Network’s Equities and Growth…
Markets are poised for more damage after a remarkable bull run, and Orbis Australia believes now is the time when contrarianism will prove its worth. “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness,” famously wrote Charles Dickens in “A…
“(The biggest benefit) of late stage venture capital is the uncorrelated nature of the asset class,” said Kevin Moss, president and portfolio manager at late stage venture capital manager Liberty Street Advisors (LSA). “Everybody’s looking for the capital gains of course, but this really differentiates the asset class… And history will tell you that periods…
