Alternatives

Ruffer LLP’s single strategy approach, which is a multi-asset class, diversified fund seeking to deliver consistent returns and limit drawdowns in every market cycle is increasingly rare in an environment dominated by thematics.

Alternative investments are gaining popularity, mainly due to their low correlation to more traditional assets such as stocks and bonds.

The VIX Volatility Index or Fear Index hit a 52-week high of 38.94 last week after $65bn was wiped off the Australian share market.

Amid ongoing elevated volatility, some financial advisers are recommending that investors hold alternative investments, including market neutral funds, which could help cushion portfolios against a broad market sell-off.

Government policy continues to lag private markets when it comes to the energy transition, with Federation Asset Management’s latest deal to buy two battery assets a sign of the things to come.

ESG investing and everything that comes with it have grown in both popularity and importance in recent years.

Demand for venture capital (VC) has soared in recent years amidst expectations for more muted public-market returns. Late-stage VC sits between VC and traditional private equity (PE), and is focused on backing the rapidly growing segment of already-successful companies with established market share, and typically exhibiting $50 million or more in revenue. “The number of…

Magellan Financial Group (ASX:MFG) has remained in the headlines on a near daily basis, with continued uncertainty around the return of CIO and Founder Hamish Douglass. With outflows in recent months exceeding $20 billion, which is more than most fund managers in Australia hope to manage, naturally the attention has been heavily focused on the…

“Where all men think alike, no one thinks very much.” – Walter Lippman This quote was the premise of one of Australia’s longest-standing investment managers, Paul Moore, when presenting at the industry-leading Inside Network Equities and Growth Assets Symposium this month. Commenting on the seemingly never-ending and ubiquitous “groupthink” that pervades investment markets, he suggests…

We spoke with Stephen Coltman, Investment Manager within the Alternatives team at abrdn on the growing importance of portfolio hedging amid growing uncertainty and investor unrest. During times of falling equity markets, rising volatility and elevated drawdowns, Coltman is tasked with delivering positive returns. Speaking about his strategy and overlay, he says, “It’s really designed…

Magellan’s investment in fast growing fintech FinClear is becoming more prescient by the day, with the company this week announcing they will shortly be rolling out a share registry dedicated to private companies. In 2021, the group took over third party clearing house Pershing, which took their technology-driven platform to adminstering some $130 billion in…

It’s time for investors to move heavily into alternatives. That’s the message Evergreen Consultants are sending advisers. Angela Ashton, founder and director of the investment consulting firm, says it is time for investors to explore the alternatives sector more broadly, including gold, commodities, private credit, total-return multi-sector funds and real-asset funds with holdings such as…