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As the Covid-19 pandemic continues to rattle global economies, cryptocurrency — and its most popular “coins,” Bitcoin and Ethereum — has proven to be an enticing asset for a flood of both new and experienced, opportunistic investors. 2021 has seen many highly regarded financial institutions enter the fray, with suggestions that the next-generation asset class may be emerging as…
Property fund manager Charter Hall’s Direct Long WALE fund has received a “Recommended” rating from Zenith Investment Partners. Standing for “weighted average lease expiry,” the fund is managed by a five-person investment team responsible for the full suite of Charter Hall’s direct unlisted property funds. The focus is on identified well-tenanted, long-term direct property assets…
Markets are on the rebound from last week’s hefty losses which came on the back of hawkish Federal Reserve commentary. The recovery is also hoping that this week’s Fed’s speakers aren’t as hawkish as the dot plot suggests. The dot plot indicates the high probability of an interest rate rise in 2023, a year earlier…
Independent fund manager, Barwon Investment Partners, which manages more than $2 billion on behalf of its clients, will shortly launch the Barwon Disability Accommodation Fund. The property and “impact investment” fund is open-ended in structure and will target wholesale investors seeking returns from properties in the Australian specialist disability accommodation (SDA) sector, under the NDIS…
Specialist Australian middle market private credit manager, Epsilon Direct Lending, this week confirmed the successful launch of their first fund after securing foundation investors. As highlighted in our earlier article, published in February here, the private credit market has seen massive growth in recent years as the major banks withdraw capital from the sector. This…
Investment firm Monash has restructured its Absolute Investment Company LIC (which traded under the ASX ticker MA1) with near-unanimous shareholder approval, voicing concerns that the LIC was “besmirching” the house’s reputation as top fundies. Monash Investors will restructure its Absolute Investment Company into an exchange-traded managed fund (ETMF) – the Monash Absolute Active Trust (ASX:…
Alceon Group, led by respected industry veteran Trevor Loewensohn, announced this week that it is formally combining its business with Freehold Investment Management. The consolidation comes after Alceon acquired a 40 per cent stake in Freehold around 18 months ago. Established in 2010, Alceon Group has invested over $4 billion in capital for its diverse…
It was another busy week for Australia’s rating agencies, both on a corporate and operational level. On the one hand, Australia Ratings Group was acquired by Foresight Analytics, something we covered here. More topical though, was the upgrade of a number of popular, high-performing funds in 2020 and 2021. The Firetrail Australian Small Companies Fund…
According to specialist asset ratings firm, Evergreen Ratings, run by Angela Ashton, who also operates the growing investment consultancy business, Evergreen Consulting, private debt markets continue to offer “one of the most attractive risk-adjusted return profiles” in the market. Commenting after the release of the latest research report, in which Global Credit Investments, or GCI’s,…
PIMCO Australia last night (February 22) warned advisers nationally that its name had been used in bond scams which ASIC uncovered in January. They are “raising millions of dollars”, ASIC said. The scam, targeting Australian investors, involves an offer of unrealistically high returns on the supposed investment in bonds, which the big manager says are…
Barwon Investment Partners this week announced that their long-standing Healthcare Property Fund had received a ‘recommended’ rating from independent research house Zenith Investment Partners. The group, named after the Barwon River in Sydney and founded in 2006, has built a niche assisting wholesale and institutional investors and now manages over AU$1.5 billion in assets. The…
Are your clients asking you why they don’t hold Tesla? If they have an exposure to lithium? Are they looking for an exposure to the renewable energy boom? ETF Securities’ Battery Technology and Lithium ETF, carrying the ASX ticker ACDC, has been seeing significant inflows from investors, as interest in Tesla and all things sustainable…
