Alternatives

The tailwinds are aligning for domestic healthcare property investors, with alternative investors set to take advantage of demographics, governmental support and savvy asset allocation from providers.

Without appreciating or accounting for nuances in the multitude of modern day investment types, opportunities are missed for optimal portfolio management according to Invesco’s Ashley O’Connor.

The democratisation of alternative assets into retail markets is nothing new, but the fact that it is accelerating brings into focus the risks that are now being acknowledged by investment management teams.

The contemporary notion of senior secured loans needs to be updated to reflect some of the inherent characteristics that make it one of the fastest growing asset classes in markets.

Natural catastrophe reinsurance and music royalties have been big winners for PG3, the family office of the founders of Partners Group, which is now bringing its “highly differentiated” uncorrelated strategy to Australian investors.

There’s around 15,000 hedge funds in the world – but how many of them are really hedge funds? When you’re looking for non- or less-correlated returns, it might pay to stay away from a long bias.

Born out of a government program, the Specialist Disability Income sector has expanded into a robust private market investment opportunity for those with the expertise to navigate its unique characteristics.

The alternatives sector is unique in that it’s largely defined by what it’s not. Accordingly, how you fit alternatives within your existing asset class structure will depend on relativity, and how the investments interact with the other asset classes according to Atchison’s Kev Toohey.

Asset managers have quickly ascertained the region’s growing appetite for alternative investments will not abate any time soon, but liquidity and gate provisions will need to improve.

Idiosyncratic regulations around healthcare product marketing in Australia has led to an under-represented market, which in turn presents an opportunity for savvy investors according to Perennial Partners.

Pessimists are still trying to shoehorn the “bubble” narrative into the private capital story, but an EY report highlights not only the rise of this burgeoning ‘alternative’ sector, but the reasons it’s likely to keep growing.

With the danger of fractured markets inflated, the need for a truly non-correlative asset is at a premium. And with the default system cleaned up, Fortlake saw an opportunity to provide investors with the ultimate diversifier.