Asset management

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…

“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.

Here, I focus on five myths about China’s economy and its financial system. In offering more realistic assessments, my hope is to help investors better judge the opportunities and risks of investing in China.

The United Nations has described the managers of global real estate assets as ‘one of the most important decision-making groups on Earth’.

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.

Private equity is eating the ASX alive. Nearly every other month there is another billionaire dollar private equity approach of an ASX company.

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.

“Patience is a virtue” may well be the best way to explain the performance of the Australian sharemarket in the March quarter.