Alternatives

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.

Everybody knows about infrastructure’s inflation hedging properties, but not everybody understands just how unique that hedge is. Meanwhile, the world is going mad for power, and renewables are set to supply it.

The benefits of alternative investments are clear, but rapid growth in the product set has made the optimal use of alternatives in portfolios unclear. As markets reach all-time highs, it may be time to re-think how we treat the asset class.

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 combination of deep tech expertise, government support and start-up know-how has put this New Zealand venture capitalism team on the cusp of deploying capital in its fourth (and biggest) fund.

It’s not impossible to find a good investment in private equity when interest rates are high, Harrex explained, but it’s a lot easier to find a good liquid alts investment in the current economic environment.

“We aim to be considered the ‘safe pair of hands’ when investors look to invest in Specialist Disability Accommodation,” says Barwon’s Joss Engebretsen.

The UK investment team co-founded by Andrew Lakeman is banking on its ability to bring liquid alternatives to markets that are on the hunt for non-correlated diversifiers.