assets – The Inside Adviser

Alternative assets to hit $23 trillion by 2025

November 25, 2020 by Greg Bright

Assets in alternative investments are expected to grow by 9.8 per cent a year over the next five years, to hit US$17 trillion (A$23.4 trillion) by 2025, according to the...

Overvalued, undervalued or fair value?

November 23, 2020 by Giselle Roux

Crystal balls and fortune cookies Is history an investment guide, the rhyme not repeat version? Those that offer advice on asset allocation rely heavily on past data to support their...

Bottom-up stock selection more important than ever

November 19, 2020 by Contributor

In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap sector for Australian investors. He highlights: The...

Property is back in vogue – is debt the better play?

November 19, 2020 by Contributor

The investment grade (IG) REIT sector is certainly one of the worst affected by the COVID-19 pandemic. Across the June quarter, only 77% of revenues (rent etc.) were collected, with...

When it comes to credit, experience pays

November 12, 2020 by The Inside Adviser

With advisers and investors faced with what appears to be zero-bound interest rates for at least the next three years, the already fast-growing alternative fixed interest (or 'credit') sector is...

Shining brightly – The true value of gold and how to use it

November 2, 2020 by Contributor

Gold has an almost mythical quality to it but assessing its true investment value doesn't need to be shrouded in mystery. Some investors may still shy away from an asset...

Rethinking the balanced portfolio with convertible bonds

November 2, 2020 by The Inside Adviser

Not only is 2020 the marking of a new decade, but it potentially marks of a new paradigm of investing. The last 30 years shouldn't have been that difficult for...

Chris Cuffe’s top 10 lessons revisited

November 2, 2020 by Greg Bright

Chris Cuffe first let the industry know, in 2015, what his 10 biggest lessons from years at the top in funds management were. He revisited and updated the list in...

Governments hurt pensions adequacy

October 19, 2020 by Greg Bright

Australia has slipped from third place in the world rankings for adequacy, sustainability and integrity of our super system to fourth place, being leap-frogged by new entrant Israel. The impact...

To syndicate or not to syndicate?

October 18, 2020 by Contributor

If you are looking for one word to describe 2020, 'volatility' would seem to fit the bill. Every aspect of our lives, whether it be financially, socially, or work, has...

Water utilities – dull but dependable?

October 15, 2020 by Contributor

I want to discuss a water utility, which may sound as dull as dishwater - but we global real assets investors have never been averse to safe, predictable, and yes,...

Precise Risk in Imprecise Markets

September 24, 2020 by Giselle Roux

There are probably few things more certain to glaze the eyes of investors than discussing risk-adjusted returns or efficient frontiers, never mind Sharpe ratios and the like. To be transparent,...

Finally, a win for retirees

August 27, 2020 by Drew Meredith

The ATO delivered some positive news, approving fractional property investment platform Domacom’s’ application to broaden the use of the $300,000 downsizer contribution.

Time for alternative investments to shine

August 24, 2020 by Michael Armitage

Given the global outlook is clearly one of a high degree of risk, it is surprising that all forms of risk assets seem to continually defy all the negative outlooks....