Alternatives

It’s been two years since Covid-19 reared its ugly head, sweeping fear and panic across global markets and forcing central banks to release massive amounts of stimulus to safeguard against any further deterioration.

There is a common belief among the investment community that infrastructure and other real assets are little more than a “bond proxy”.

“Have we really thought about the investment implications of a world in which inflation is persistent?” That was the question posed by Dr Joseph Lai of Ox Capital.

Absolute return or ‘market neutral’ equity strategies as they are widely known, may well be one of the most difficult approaches to understand for many advisers, but also to manage successfully over the long-term for portfolio managers.

Here, I focus on five myths about China’s economy and its financial system. In offering more realistic assessments, my hope is to help investors better judge the opportunities and risks of investing in China.

The events in Russia and Ukraine offered a real time insight into the challenges facing ESG, ethical and sustainable investors around the world.

In a world gone social media crazy, having an influential media presence along with a few hundred thousand Twitter followers will secure you more than a yearly wage.

The United Nations has described the managers of global real estate assets as ‘one of the most important decision-making groups on Earth’.

The Morningstar-owned private markets publication Pitchbook this week highlighted the growing risks in the economy along with the potential impact of higher interest rates on the popular venture capital and private equity sectors.

From Covid to conflict, all it took was just a few weeks for the market to shift its attention to the unfolding crisis in Ukraine and away from the pandemic.

Private equity is eating the ASX alive. Nearly every other month there is another billionaire dollar private equity approach of an ASX company.

Private credit has been gathering pace both globally and in Australia, growing rapidly as businesses start to recognise the unique benefits of private lending and the opportunity that changing conditions in the banking sector provides.