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Geopolitics to trump inflation as biggest risk of 2023

In a year shaped by geopolitical tensions, a pandemic, war, inflation and supply-chain disruptions, the number one threat perceived by the general public remains inflation. That’s according to McKinsey & Company’s Economic Conditions Outlook June 2022 survey, which found that inflation topped the list of perceived economic hazards in respondents’ home countries, while geopolitical conflicts…

Ishan Dan | 4th Jul 2022 | More
‘Wonderful opportunities’ lie ahead of bond market volatility: JCB

Charlie Jamieson, co-founder and chief investment officer at Jamieson Coote Bonds (JCB)spoke recently at Praemium’s  Key Market Drivers event, blaming much of the market under-performance of 2022 on fixed-interest markets. And it makes sense. Bonds and interest rates were at the forefront of some of the big pivots in market sentiment, especially after the very…

Ishan Dan | 23rd Jun 2022 | More
  • Navigating geopolitics in an uncertain world

    As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in disarray. The fallout from the war in Ukraine is causing a food, commodity and fuel crisis which has given way to higher prices and a sharp…

    Ishan Dan | 23rd Jun 2022 | More
    Investing beyond the pandemic

    “Recession? Who knows? We’re not bearish, especially with our value style of investing. It’s bit of war like scenario. After the war’s over, we get inflation and that’s what we’re in. It’s the transitory talk that is the problem. We think for various reasons, this inflation isn’t transitory,” says James Holt who spoke about investing…

    Ishan Dan | 16th Jun 2022 | More
  • Fiduciary mindset, nuance key to success in real estate

    Many people at the top of funds management travel around the world to work in various locations, to build a career. For Max Swango, managing director and global head of client portfolio management with Invesco Real Estate, that career came to him, in his home town of Dallas, Texas, where he is based. But Swango…

    James Dunn | 6th Jun 2022 | More
    ‘Era of structural inflation’ will require change of approach

    ‘An era of structural inflation is upon us” explained Con Michalakis, head of investments at Statewide Super, speaking at The Inside Network’s Equities and Growth Assets Symposium, held recently in Adelaide for the first time. Challenged with setting the scene for the full-day discussion on equity and growth allocations, Michalakis drew upon his extensive experience…

    Drew Meredith | 30th May 2022 | More
    ‘Anomalous’ short-term underperformance of EM set to reverse

    “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. Speaking at The Inside Network’s Equities and Growth Symposium recently, Lai said the challenge was to identify and discuss unique opportunities for outperformance across growth assets globally….

    Drew Meredith | 30th May 2022 | More
    China—Separating myth from reality

    For many Westerners, China is an enigma. Its language, culture and history remain mysterious for many outside its borders. I was fortunate to be one of the first Americans to live and study in China in 1982 and to travel, work and invest in China over the past 40 years. Here, I focus on five…

    Stephen Dover | 26th May 2022 | More
    Innovative approaches open real assets to the masses

    The United Nations has described the managers of global real estate assets as ‘one of the most important decision-making groups on Earth’. Whilst originally referring to the implications that property investment and capital flows can have on the environment and the economy, the comments have additional meaning amid a surge in inflation around the world….

    Staff Writer | 23rd May 2022 | More
  • Investors should prepare for the private market valuation hit

    The Morningstar-owned private markets publication Pitchbook this week highlighted the growing risks in the economy along with the potential impact of higher interest rates on the popular venture capital and private equity sectors. In a paper titled ‘How inflation, monetary tightening and volatility are impacting PE and VC” the group suggests the threat of market…

    Drew Meredith | 19th May 2022 | More
    Here’s how private equity is conquering the ASX

    Private equity is eating the ASX alive. Nearly every other month there is another billionaire dollar private equity approach of an ASX company. The latest is the $20 billion deal for Ramsay Health Care (ASX: RHC). Uniti Group, Vocus and Sydney Airport are recent other examples that the tyre kickers have poached from the ASX…

    Lachlan Buur-Jensen | 19th May 2022 | More
    Australia’s ‘great arsenal of commodities’ set to boost AUD

    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. The group has long been advocating for portfolios to be more prepared for inflation and an unwinding of the stimulus that has…

    Staff Writer | 12th May 2022 | More
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