Markets

Three of the top four performing companies in the S&P/ASX 100 over the past year operate thermal coal mines, which points to remarkable structural imbalance in the market.

Australian non-bank lenders are making incursions against the big banks, but have many considerations during the loan decision making process to ensure proper loan structuring.

Few regional towns are primed for growth, but judicious research and a key partnership with a government agency is seeing Castlerock make the most out of property.

The new fund, a tie-up between Murray Darling Capital and Trilogy Funds, is buying up rent rolls across the country and has its sights set on a 10 per cent annual return.

Wind and solar are gauged as the cheapest sources of electricity generation and storage in Australia, with technology costs trending in the right direction for investors.

Debt assets may be de jour, but the income they produce is fraught with peril if it doesn’t include the kind of diversity senior secured loans provide.

Recent market turbulence has brought market neutral long short strategies into primacy, with funds able to look at companies with a clear lens and avoid taking large binary positions.

Infrastructure assets have been gaining investor interest due to their inflation hedging properties in recent times.

Higher rates are leading to property prices rolling over and investors rushing for the exits. As ever, though, in times of pressure loan serviceability remains key.

Despite a backdrop of weaker returns and uncertainty, Australian Ethical has continued to grow via great engagement and ‘consumer love’.

Alceon is mindful of challenging conditions and rising costs for purveyors of private debt, but has a confident outlook with positive signs starting to show.

Many are seeking to oversimplify ESG, which is an inherently complex part of investing, while others are overcomplicating what is really a simple consideration.