The Financial Services Council, which represents more than 100 member companies and is the peak body for the corporate financial services sector this week delivered what they believe are the priorities for the next Parliament: whether that be the Coalition or Labor. After delivering one of the more powerful reports in recent years, they are…
As expectations for public market returns sour, much attention is being focused on the yield to be found in private equity. It’s still fairly inaccessible for the average investor. But investing in listed private equity – the managers themselves – can provide private equity returns with public market liquidity. To Barwon Investment Partners, private equity…
Managed futures and trend following strategies became highly popular following the Global Financial Crisis, with skilled manager able to harness the extreme levels of volatility to deliver strong returns. The idea is simple, buy assets that are going up, short assets that are going down. But the decade since has been an incredibly difficult period…
Leading Australian ethical and sustainable fund manager Australian Ethical this week offered its views on the fast-developing crisis in Ukraine. “The invasion of Ukraine is a shocking and frightening event, and we can only stand with solidarity and in awe of the resilience and determination of the people of Ukraine,” said the investment team, while…
Multi-trillion-dollar global asset manager Amundi this week released a timely commentary to assist investors to navigate the challenging market environment. In this type of uncertainty, it pays to gain exposure to as many different views as possible, with the France-based Amundi offering a unique, on-the-ground, European insight. “The worst-case scenario of a Russian attack on…
Just a few short months ago, we were asking the question “are equities too expensive?” The threat of rate hikes then switched the rhetoric to “why aren’t bond yields higher?” But now investors face an even more challenging question, according to Kerry Craig, global market strategist at JP Morgan Asset Management: “what do I do…
The reopening of borders to international travellers in February was naturally cheered as a return to some level of “normality.” Tourism and hospitality operators who were able to hold on now stand to benefit from both a surge in customers by also the potential to attract new staff. Australia has been more reliant than most…
The reopening of borders to international travellers over last weekend was naturally cheered as a return to some level of normality. Tourism and hospitality operators (those who were able to hold on, that is) now stand to benefit from both a surge in customers and also the potential to attract new staff. Australia has been…
Thematic investing has been among the most powerful and popular trends in the last several decades. The idea of identifying the next Apple or Amazon is one of the main reasons many people get into investing, and likely the biggest creator of wealth in recent history. The last few months have reiterated that investing solely…
There is little doubt that advisers and asset allocators around the world have been rapidly researching which investments have performed best in periods of elevated inflation. Among the most common responses are traditional “macro” hedge funds and “trend-following,” or managed futures strategies. The latter seemingly performed well during both the dotcom crash and the global…
