Asset management

Pete Robinson presents the case for Australian private debt using a supermarket chain case study.

In unpredictable markets, emotions can run high, and good intentions mingled with bad communication can potentially damage adviser-client relationships.

Following a decade-long run of low-interest rates and rising asset prices, many companies took the opportunity to load up on cheap deb

Gold has a colourful history, going back thousands of years, as a means to store and transport wealth and a way to help protect against the inflationary impacts on currency buying power.

The combination of rising global interest rates and increasing recession fears has complicated the current investing environment.

If managing a bond portfolio is a daily tug-of-war between art and science, Adam Grotzinger, senior fixed income portfolio manager at Neuberger Berman in Chicago, is on the side of the former.

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.

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.

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.

“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.

Many people at the top of funds management travel around the world to work in various locations, to build a career.

‘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…