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Why infrastructure’s best feature is ‘misunderstood’
Everybody knows about infrastructure’s inflation hedging properties, but not everybody understands just how unique that hedge is. Meanwhile, the world is...
When it comes to valuation, ‘a lot of people don’t know what they’re doing’: Avari
Proper valuations are crucial to the transparency and stability of the private credit market, but the valuations that investors rely on are often just a story...
How Victor Smorgon Group opened its doors to outside money
Victor Smorgon Group is one of the rare family offices that manage external funds. Doing that required modifying some of the investment principles that it...
How Pzena is ‘picking up gems’ from the China wreckage
Valuations are so high in India that people need to have “completely given up hope” before Pzena wades in and makes an investment. It’s shopping in China...
‘Don’t leave gaps in the defence’ amidst simmering market uncertainty: Panel
There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff. Their advice: stay...
What private credit needs for the next stage of its boom
While private credit is becoming more and popular, it’s not always becoming more and more transparent. And investors will only feel comfortable – and...
Getting the ‘best of both worlds’ in IG credit
A higher for longer interest rate environment and likely default cycle in high yield means investment grade credit is once again in the hot seat.
'Theatre in flames', but do geopolitics matter as much as investors think they do?
“Look at a country, a conflict, a region – whatever,” former US general and CIA director David Petraeus said. “And then ask whether it...
US tech giants could be a bargain in platform change game: Capital Group
In the AI-fueled rally, some companies will win and others will disappear. But while some parts of the market look hideously expensive, their long-term...
‘They’re going ballistic’: AMP slashes redundancy benefits across business
AMP has cut redundancy pay maximums and notice periods in a move that has left long-term employees dismayed after they stuck with the company through the royal...
Gargantuan funds and the 'second six': The state of super and what members think about it
KPMG’s latest Super Insights report shows the future shape that the industry might take, with distinct cohorts of funds now emerging across size and service....
First Sentier withdrawal just the tip of the iceberg for struggling fundies
First Sentier’s decision to close a number of strategies and pivot towards private markets handily illustrates the pressures facing the Australian funds...
‘No pain, no gain’: Marks on the investing game of chess
Good investing requires real sacrifices, according to Oaktree’s Howard Marks, but you can’t expect to be compensated just for making them.
BlackRock's Fink looks to Australia's 'good model' for US super system
Super funds are an accumulation wonder of the world, but when it comes to retirement they’re in the same leaky boat as every other defined contribution...
The bubble that refuses to burst (for now)
In the first half of 2022 the market fell almost as much as it did when Europe tumbled into World War Two. Then it reversed course – and famed bubble spotter...
To find their way through markets, investors need ‘optionality’
For the last decade, equities (repackaged and otherwise) have reigned supreme. But in a market where everything might soon start to break, investors have to be...