The Brisbane-based private equity team is backing the further expansion of its New Zealand-based Action Adventures, which has just made its second US company acquisition.
Protecting the underside of portfolios, and even thriving through moments of market distress, can keep more fretful clients out of the danger zone. A new generation of products are designed to do just that, and without sacrificing the lion’s share of outsized returns when markets run hot.
A panel of investment managers and advisers from The Inside Network’s Investment Leaders Forum painted a relatively positive macroeconomic picture. While market risks remain, the ‘higher for longer’ rate mantra seems less convincing than it once did.
The prospect of riding the giddying, volatile rocket ship of tech stocks like Nvidia holds little interest for high conviction teams who back their proven investment strategies.
While Australian property is a surging market, the funds that provide broader access to it have lacked ingenuity for some time. That is changing, however, with a new class of providers emerging who look set to change the game.
If managers present a fund that has a convoluted structure and can’t be described with clarity and transparency, what hope does an adviser have in then explaining it to their clients?
By employing smart active management, investors can avoid the ghoulish company cohorts that haunt the small cap sector of the stock exchange, Invesco writes in a recent whitepaper.
While the minister has remained relatively mute on the obvious issues with the CSLR, he will at least allow the association to discuss the scheme’s flaws with Treasury at some point.
The tranche market isn’t the defining feature of Fortlake’s fixed income funds, Baylis explained, but it’s a pivotal tool for the firm’s managers and adds a critical element of non-correlative returns for investors.
Over half of asset managers in the US offer “business consulting resources” to the growing registered investment adviser cohort. Whether advisers actually want these services is debatable, but the trend seems to be gaining traction.
