Alternatives

As the world emerges from the pandemic, economies around the world have re-opened, albeit with record levels of fiscal and monetary stimulus, higher production costs and a global supply chain that has been pushed to its limits. It’s no surprise that inflation expectations are the highest in almost a decade. Inflation should build steadily over…

Perennial Value Management, long known mainly for its “value” stock-picking prowess, is this week launching a new private growth ventures fund. The Perennial Private Ventures Fund will open to wholesale investors on 26 April 2022 and has already sounded out strong interest with cornerstone capital identified. The fund is targeting $200 million-plus from family offices,…

The oldest asset class in the world, direct property, is experiencing something of a renaissance amid a surge in inflation and the pursuit of lower-risk income streams. This was part of the discussion at The Inside Network’s Alternatives Symposium, held in Melbourne. Chris Cornforth from Harvest Hotels took a room of Australia’s leading financial advisers…

As the amount of capital available to them soars and equity markets grow more volatile, companies increasingly don’t want to go public – and don’t need to. The number of publicly-listed companies on US exchanges has roughly halved from 8,000 to 4,000 in the last 20 years, according to Liberty Street Advisors. And while part…

We have already entered a new era (perhaps ‘the Crypto Age’) where large parts of our daily lives – work, social networks, financial capital, human interaction, entertainment, gaming, music, and artistic creativity, will be digitised (and increasingly tokenised) to be stored and exchanged on a blockchain. That’s the view that Michael Armitage of Apollo Capital…

Private equity has been one of the most popular, and profitable, of the alternative asset classes in recent years. The collision of massive amounts of capital and more companies choosing to avoid the pressures faced by becoming listed has made an allocation within portfolios more important than ever. The asset class is often the topic…

“It doesn’t matter what type of investor you are, it’s the same across the board. It comes down to what is your objective and the type of returns you’re trying to achieve”. These were the wise words of Felicity Walsh, Head of Sales at Franklin Templeton speaking on The Inside Network’s Practitioners Panel. The session…

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 oldest asset class in the world, direct property, is experiencing somewhat of a renaissance amid a surge in inflation and the pursuit of lower-risk income streams. This was part of the discussion at The Inside Network’s Alternatives Symposium, held in Melbourne last week. The sector has evolved quickly in recent years, with Invesco’s Ashley…

Insignia Financial (ASX:IFL), previously known as IOOF, delivered a solid profit result last week, reporting a 79 per cent increase, hitting $117.9 million for the half. The company remains a rare, outside of the industry fund sector, vertically integrated financial services business, with operations spanning platforms, asset management and most importantly financial advice. It has…

Returns for the classic 60/40 portfolio are expected to be “uninspiring” for the 2020s, according to Schroders, and investors are rushing towards private markets to recapture some approximation of the returns they’ve enjoyed over the last decade. According to data from Schroders, private equity has on average produced a 2.4 per cent net return above…

All-weather investing has a simple aim – consistent positive returns, regardless of how the financial markets perform. It follows that all-weather investors typically have highly flexible investment strategies, that allow them not only to diversify across asset classes, but back their judgment in a wide range of areas to manage for – and benefit from…