Alternatives

China is a little ahead of the US in the current re-pricing of global equities. That, coupled with western geopolitical concerns, has presented a new round of opportunities.

The chair of the Australian Prudential Regulation Authority (APRA), Wayne Byres, spoke at the recent AFR Banking Summit on the current state of the Australian financial system, addressing the various geopolitical thematics, economic headwinds and ongoing tensions at play. He also touched on housing, climate action and digitisation. The Australian banking system has undergone reforms…

Leading Independent Australian fund manager Yarra Capital recently announced the addition of a new Market Neutral Australia Equities investment strategy to their portfolio of funds.

Franklin Resources, the parent company of Franklin Templeton, a global asset manager with over US$1.5 trillion ($2 trillion) in assets under management, has bought private debt manager Alcentra from BNY Mellon.

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’.