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Catalyst will correct ‘expensive’ markets at some point: Atrium

A recalibration of dislocated markets is inevitable, according to Atrium’s Glen Foster, and the landing may not be a soft one. This presents an opportunity for investment teams that are prepared for a range of outcomes.

Tahn Sharpe | 6th Dec 2023 | More
The ‘sweet spot’ for commercial real estate debt in client portfolios

For capital allocators concerned about exposing their clients to too much risk in real estate debt, specialists say asset discernment and due diligence are key to protecting investments in a rapidly growing sector.

Lisa Uhlman | 6th Dec 2023 | More
  • Alts research lacking, investment teams need to ‘roll up the sleeves’: Panel

    Track record is vital, but a lack of comprehensive and independent research is often forcing investment teams to do their own due diligence when it comes to alternative managers.

    Staff Writer | 4th Dec 2023 | More
    Volatility on the Atlantic House local menu in ‘24

    “Volatility is the most persistent diversifier,” says Atlantic House Australian head Andrew Lakeman. “People are starting to realise that, as well as realising that diversity of assets in a portfolio – with different names – does not necessarily mean that you are diversified.”

    James Dunn | 4th Dec 2023 | More
  • Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure

    In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance match up. Which one leads, and which one lags?

    Mishan Dahia | 30th Nov 2023 | More
    As correlation norms turn, liquid alternatives come to the fore

    Bonds and equities are suddenly firm friends, but this is far from the first time they’ve positively correlated. And it’s not the only reason liquid alternative investments are being brought into focus as a non-correlated diversifier, managers believe.

    Tahn Sharpe | 16th Nov 2023 | More
    Dig for lithium exposure beyond the ASX: PrimaryMarkets

    As the world turns towards critical minerals like lithium to power electric vehicles, alternative access to investment in these sectors will become crucial pieces of the supply chain puzzle.

    Tahn Sharpe | 6th Nov 2023 | More
    ‘Open-mindedness’ key in the era of correlated bonds and equities

    The prevailing market dynamic has changed, with inflation fanning volatility and bonds no longer providing diversification ballast against equities. Active managers that have been employing alternatives for years are well placed to accommodate the new paradigm.

    Tahn Sharpe | 26th Oct 2023 | More
    Alternative property surges as investors trade ‘relative illiquidity’ for income

    Australians have an “amazing love affair” with property, but many are limited in their investment exposure. At AIA’s recent annual conference, investors heard how three alternatives to direct ownership provide portfolio benefits with less hassle, particularly for income-seeking retirees.

    Lisa Uhlman | 26th Oct 2023 | More
  • Institutional backing sees HMC Capital launch $1.3B healthcare fund

    With demand for healthcare assets trending in one direction, the surging alternative asset manager has launched its second unlisted institutional fund for the calendar year.

    Staff Writer | 5th Oct 2023 | More
    A clear bridge to energy transition exists, with listed infrastructure key

    The energy transition is full of unknown unknowns, but there are still ways to get some certainty over returns as the world changes how it generates and distributes energy.

    Staff Writer | 31st Aug 2023 | More
    IPO market may be ‘dead’, but PE purveyors quietly making moves to build up runway

    A confluence of challenges for small caps and technology stocks has led to a dearth of companies developing into IPO candidates in the last 18 months, but that hasn’t stopped private equity teams from working hard to build up their assets.

    Staff Writer | 31st Aug 2023 | More
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