Asset management

“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.

Amid ongoing elevated volatility, some financial advisers are recommending that investors hold alternative investments, including market neutral funds, which could help cushion portfolios against a broad market sell-off.

Government policy continues to lag private markets when it comes to the energy transition, with Federation Asset Management’s latest deal to buy two battery assets a sign of the things to come.

This week’s Australian inflation shock of 5.1 per cent (annual rate) has all but confirmed what we’ve been fearing; the cost of living has gone up and that means the RBA will be backed into a corner and forced to raise the cash rate.

“We all think we know China, but you won’t think of China the same way after this presentation” explained James Dunn, host of The Inside Network’s Equities and Growth Assets Symposium held in April. He was introducing Lewis Prescott, international CEO of Mingshi Investment Management, a multi-billion-dollar quantitative equity manager that recently launched in Australia….

“Better lucky than good” explained Max Swango, managing director of Invesco’s Global Real Estate Team when referring to the tailwind that has seen institutional-grade property become one of the most popular asset classes in the world. He wasn’t referring to bond yields, as many thought, but rather the massive shift in investment priorities and allocations…