Deeper Thought

Income arrives in many shapes and sizes     The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remain—particularly with regard to inflation, interest rates and the possibility of recession.  Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the…

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

I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail about the impacts of climate change on our food system and which government policies are required to address or decrease impacts.

To be a successful financial adviser, especially during times of peak volatility, it pays to understand and master the human cognitive biases that can often lead to poor decision-making

The VIX Volatility Index or Fear Index hit a 52-week high of 38.94 last week after $65bn was wiped off the Australian share market.

At its simplest, taking a contrarian investment approach means going against current market trends. There are different levels of being a contrarian investor. For some investors being contrarian is merelyholding more or less of a particular stock relative to the market or their peer group, or taking one or twodifferent investment positions. At Allan Gray,…

Demand for venture capital (VC) has soared in recent years amidst expectations for more muted public-market returns. Late-stage VC sits between VC and traditional private equity (PE), and is focused on backing the rapidly growing segment of already-successful companies with established market share, and typically exhibiting $50 million or more in revenue. “The number of…

Managed futures strategies have produced positive returns during sustained equity market downturns, but not all funds are designed with the agility to generate “crisis alpha” during periods of sudden volatility. Matt Dorsten, co-portfolio manager of the PIMCO TRENDS Managed Futures Strategy Fund, and Christopher Santore, product strategist, talk with Mike Connor, product strategist, about how…

The Crypto-Powered Future is Already Here  Investing is essentially an attempt to predict the future by allocating capital to the most promising companies, technologies, or economic models, adjusted for risk tolerance. In December 2003, William Gibson, one of the most influential Cyberpunk authors, wrote ‘The future is already here – it’s just not evenly distributed.”…

Private equity (PE) investments are simply investments in private companies. There is a broad spectrum of private equity investment structures but typically it involves the PE manager (also known as a General Partner (GP) or sponsor) acquiring a controlling stake in a business. The asset class has grown tremendously over the past 10 years as…

The growing popularity and adoption of Bitcoin within daily financial infrastructure has sparked the curiosity of many individuals regarding the allocation of Bitcoin within their portfolios and self-managed super funds (SMSF).1 A survey by New York Digital Investment Group (NYDIG) revealed that “62% of clients would switch financial advisors to one that offers advice about…

The 2022 Ruffer Review explores how turbulence lies ahead for investors as inflation volatility is set to be the biggest challenge for investors in a generation. Also discussed are risk and its repercussions, shifts in global politics and Great Power relations, a warming planet and shifting energy mix, as well as financial disruption and regime…