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Private debt providers well positioned for 'mother of all default cycles': Revolution
Commentators warn that a new default cycle will strip the shine from private debt strategies, but not all managers have been "sitting on their hands". And the...
ARK Invest's Cathie Wood on markets and the 'wonder' of innovation
After a punishing innings for her flagship ETF, ARK Invest founder Cathie Wood thinks investors need to stop living in the 70s. This time next year the Fed...
'Some poor operators out there': ASIC urged to scrutinise multi-strategy SMAs
Multi-strategy separately managed accounts (SMAs) are "taking off like you wouldn't believe", according to SQM Research CEO Louis Christopher, but the rapid...
Execs take up to 60 per cent pay cut to join new liquid equities fund manager Blackwattle
Having poached a number of high-profile portfolio managers (often at a discount), and with backing from family offices and high net worth investors, new...
Why the active opportunity set is 'richer than it has been in years' (and what to do about it)
Active management might be back in a big way but asset managers need to make sure they're getting what they pay for: skill, not luck. Figuring out manager...
The real value of an outrageous prediction
Pandemics, invasions and the return of inflation. If the last few years have shown investors anything, it's that outrageous predictions can often be anything...
Sovereign wealth funds tap external managers for private markets payday
Sovereign wealth funds have hit pause on their internalisation programs as they discover that they aren't naturals at private markets investing. And inflation...
'I cannot recall a more dangerous period than today': Markets get a brand new Minsky Moment
As a forty-year long bull run fuelled by cheap money screams to a stop, markets are at an inflection point. This time really could be different.
'Hold your view lightly': GQG on Russia, ESG
Everybody wants certainty, but it's the one thing in short supply in markets today.
Super wars renewed by Morrison ahead of election
Once a stalking horse for a small cabal of noisy backbenchers, "Home First, Super Second" has found its way into the Coalition's policy arsenal ahead of an...
New research puts paid to SMSF performance debate
There’s always been a fight between different superannuation funds – retail, industry, and SMSF – about who performs best. But determining...
Australian Ethical nabs investment heavyweights
Leading sustainable investment manager Australian Ethical has recruited a number of industry veterans for its investment committee as it enters merger talks...
Beware the power of a good story
Everybody loves a good story – investors particularly so. But sometimes a good story can lead to a crowded trade, or one that defies reality. “In...
Why investors should learn to love the bomb
The chances of a nuclear apocalypse are allegedly higher now than during the Cold War – but from a financial perspective, investors should “largely...
Listed equity opportunities 'cut in half' as companies stay private
As the amount of capital available to them soars and equity markets grow more volatile, companies increasingly don’t want to go public – and...
Manager selection key in PE
Returns for the classic 60/40 portfolio are expected to be “uninspiring” for the 2020s, according to Schroders, and investors are rushing towards...