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Professional investors turning to illiquidity and alternatives in search of returns

Leading investment consultancy bFinance this week released its Insurer Investment Survey, which seeks to understand the investment intentions of the holders of about US$5 trillion ($6.9 trillion) in global capital. With insurance statutory funds among the most powerful investors in the world, the survey provided unique insights into their intentions and strategy. Running a profitable…

Drew Meredith | 20th Jan 2022 | More
The top-performing Australian equities funds for 2021

2022 was a pivotal year for managed discretionary accounts (MDAs). Funds under management surpassed the magical $100 billion mark for the first time, as the uptake among financial advisers was boosted by Covid-19. According to the Institute of Managed Account Professionals (IMAP), estimates are for funds under management to cruise past the $200 billion mark…

Ishan Dan | 13th Jan 2022 | More
  • Asset-backed securities in favour for floating-rate yield

    As we enter a post-Covid world, interest rates remain at all-time lows with seemingly no immediate respite. To compound matters, the Reserve Bank of Australia (RBA) has given “a very low probability” to the current surge in inflation triggering an early increase in official rates. Inflation has risen somewhat, but in underlying terms the rate…

    Ishan Dan | 13th Dec 2021 | More
    EM, small-caps tipped to top return leader board

    The team at Evergreen Consultants has released cutting-edge research that reveals the direction markets will take with higher inflation. The 2021 issue of Evergreen Consultants’ Long-Term Expected Returns Framework has made ground-breaking projections that dispel inflationary concerns. Projections show the Australian and global equity markets outpacing most other asset classes in the decade ahead. Evergreen…

    Ishan Dan | 13th Dec 2021 | More
  • Invesco Inclusive: Fear Factor

    Despite being quite simple in its definition, inconsistent reporting, differing approaches and the dominance of market-cap-weighted funds has meant that factor investing remains among the most misunderstood of investment concepts. Broadly defined, factor investing involves tailoring your investment approach such that it targets the characteristics of companies that have been shown to persistently deliver better…

    Staff Writer | 11th Nov 2021 | More
    An alternative source of income

    Where commercial real estate (CRE) debt fits in a defensive portfolio with an income focus The problem with bonds Times are tough for investors or advisers looking to add value through a defensive portfolio. Defensive, or income assets, aim to provide income rather than capital growth. They generally carry a lower investment risk than shares…

    Industry Expert | 18th Oct 2021 | More
    Ox sees silver lining in emerging markets sell-off

    While the worst of the September-October sell-off in emerging markets is probably over, the sector is still in a tailspin. But the best thing about starting low is that can aim high. For many investors, China’s recent regulatory crackdown has been a waking nightmare. Add on the Delta variant, rolling blackouts, and Evergrande, and it’s…

    Lachlan Maddock | 11th Oct 2021 | More
    ESG – investing for impact is more art than science

    ESG is now a required mantra. The most unusual funds claim this status even if they include gambling, governance recalcitrant or those with socially questionable ethics. A change or improvement is enough to get it over the line regardless of the problematic issues that are imbedded in the company’s business. Even more so are those…

    Giselle Roux | 27th Sep 2021 | More
    China’s credit crunch

    Many concepts in science illustrate the incapacity of the natural world to control everything. Once you introduce or determine an aspect, others fold-in or become uncontrollable. The adage that central banks can try to influence rates, inflation or currency, but not all three, is an example of a parallel problem. China is looking down the…

    Giselle Roux | 23rd Sep 2021 | More
  • The devil is in the detail

    BHP has been the most talked-about company in recent weeks, for both good and bad reasons. Investors had first to digest the massive merger deal with Woodside Petroleum (ASX: WPL). Then it was the the decision to delist from the London Stock Exchange dual-listing and bring the listing home to the ASX. The highlight, no…

    Drew Meredith | 20th Sep 2021 | More
    Sweating listed and private equity

    Is private equity (PE) the key missing part of adviser portfolios? Endowments, the Future Fund (FF) et al, have heralded their high allocation to PE amid claims to better outcomes than those labouring in listed equity markets. This is not the first time the issue has been raised, the Future Fund is noting its allocation…

    Giselle Roux | 13th Sep 2021 | More
    The case for investing in the real estate debt sector

    Interest rates and hence yields from most classes of investment, have experienced significant compression. This is true of cash, fixed interest and equities. Elevated listed equity market valuations have further compounded the problem as investors also seek downside protection or at least volatility buffers. Private debt has the benefit of both, yield, and downside protection….

    Omar Khan | 9th Sep 2021 | More
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