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Next-generation infrastructure: growth without giving up the downside
Partners Group's Marc Meier says next-generation infrastructure keeps the asset class's downside protection while adding real growth, and that secondaries are...
Inside the private technology class
StepStone Group’s Phil Cummins says the label venture capital now describes companies worth tens or hundreds of billions that have no need to list, and that...
North backs Striver as the advice workforce runs top-heavy
Two in five advisers on the register have been practising for more than 20 years, and the cohort arriving behind them is less than half that size.
Why global small caps deserve a permanent place in portfolios
Goldman Sachs Asset Management’s Sadhvi Gupta says global small caps give investors a different set of businesses from their large cap holdings, and a...
When the downgrade is the entry point not the exit
Insight Investment’s Syed Zamil says fallen angel bonds have delivered equity-like returns at roughly 60 per cent of equity volatility over 20 years. Forced...
Concentration in the S&P 500 is an outcome, not a design choice
S&P Dow Jones Indices’ Amit Pathak says the index’s top 10 weight has more than doubled in a decade because US earnings concentrated first, and that the...
How to treat the SPIVA scorecard as a portfolio construction tool, not a verdict
Andrew Wielandt, director at DP Wealth Advisory, says the latest SPIVA Australia data reinforces a core and satellite approach he has run since attending a US...
Why scale is often the disqualifier in metro industrial property
The industry treats scale as the ultimate advantage in industrial property. Centennial’s CEO Paul Ford argues it’s not the be all and end all : in...
Look through the noise: the case for private markets now
FinCap's Ben Davis says the headlines about gated credit funds and weak private equity marks are drowning out one of the better entry points in years, and that...
Infrastructure stopped being a defensive allocation and nobody told the price
Ausbil’s Jonathan Reyes says infrastructure has become a growth asset class because power is the binding constraint on the AI build, and that private wealth...
Trust tax reform will reach further than the wealthy, FAAA warns
The FAAA's submission on discretionary trust tax reform warns the proposed 30 per cent minimum rate will hit far more than high earners, with serious...
Ironbark lands $255.9 million from Merchant Wealth Partners to continue its growth
Merchant Wealth Partners is making its largest investment outside the US, offering growth capital and capability to Ironbark Financial Group, one of...
What private markets teach you about picking the right room
Tim Whybourne, Managing Partner at Emanuel Whybourne & Loehr, has built a wealth management footprint on a modest premise, that his edge is not original...
Jacqui Fernley takes the CIO role at Hamilton Wealth Partners
Hamilton Wealth Partners has appointed arcpoint OCIO as its outsourced chief investment office, with founding partner Jacqui Fernley taking the chief...
Emerging markets: the AI sell-off and the value opportunity
Pzena's Rakesh Bordia says the market has crushed emerging-market IT services stocks on the fear that AI will make them obsolete, and that the sell-off is a...
A new managed accounts entrant arrives with a focus on implementation
Pacific Portfolio Solutions has appointed Kyle Lidbury, formerly chief investment officer of Perpetual’s wealth management business, to lead its Australian...