Markets

As the world turns towards critical minerals like lithium to power electric vehicles, alternative access to investment in these sectors will become crucial pieces of the supply chain puzzle.

Most managed funds simply hold too many stocks to provide reliably effective returns for investors, according to Claremont Global head Bob Desmond, who says a quality, high-conviction strategy makes diversification less crucial.

The real estate fund’s launch underscores the commercial juggernaut’s belief that the healthcare sector opportunity is a significant one.

The prevailing market dynamic has changed, with inflation fanning volatility and bonds no longer providing diversification ballast against equities. Active managers that have been employing alternatives for years are well placed to accommodate the new paradigm.

Australians have an “amazing love affair” with property, but many are limited in their investment exposure. At AIA’s recent annual conference, investors heard how three alternatives to direct ownership provide portfolio benefits with less hassle, particularly for income-seeking retirees.

It may not be a boom, but the marked increase in new listings, total listings and aggregate asking price for properties across the country in September reflects a healthy spring market according to the researcher.

Concerned by collapses of crypto platforms both here and abroad, the government has put forward a plan to bring digital asset platforms into the Australian Financial Services Licensing system.

By their very nature, REITs are heavily leveraged and hugely sensitive to rate hikes. There is plenty of devaluation floating around, but there could also be a lot more around the corner.

Sam Elsom, Mr Seaweed and the rest of the Sea Forest team are unlocking the power of asparagopsis to reduce methane emissions in a spectacular way. The plan has caught the attention of Prince William and Caroline Kennedy, but remains bogged down by governmental process.

As the private credit market grows, so does the importance of due diligence when selecting an investment partner. Epsilon’s Joe Millward details the five things all potential investors should look out for.

With the lowest vacancy rate for industrial land in the developed world, Australia’s biggest challenge in the sector is keeping up with demand. But there’s no easy fix, says property group Charter Hall.

Foresters is addressing the gap in responsible fixed income investment by offering a sustainability overlay across its funeral, investment and education bond products.