Tag: investment

BlueCastle Capital smashes through the £1bn mark in UK build‑to‑rent investment with a landmark Leeds city‑centre project.

Thankfully, Byron Bay’s voracious shark population spared Hollie Briggs, as she swam off Tallow Beach for an hour. That meant the head of global product management for the Growth Equity Strategies Team at Loomis, Sayles & Co. could take the Investment Leaders Forum audience on an entertaining journey through the world of behavioural biases in investing.

Gold’s spectacular rise has been a feature of the markets over the last couple of years, and judging from how the investment banks are sharpening the pencil on their price targets, that trend seems likely to continue, as gold’s ‘NETGO factor’ intensifies.

With markets at all-time highs and term deposits paying 5 per cent, the focus needs to shift away from relative returns and back towards positioning for “consistent, absolute” returns that accommodate present market risks.

Interest rates were never meant to be so low for so long. Wattle Partners principal Drew Meredith ponders whether the hangover has some investors lagging; are too many hanging onto risky assets, when low-risk returns are so easy to find?

The popular debate lacks nuance. Neither are foolproof but both can play a crucial role in building portfolio resistance and balancing the risk/reward dynamic.

The 2023 EY Global Wealth Management Research Report showed 37 per cent of Australian investors think managing their wealth has become more complex in the past two years, with nearly half reporting they are looking for more financial advice across investment services.

Ever since the GFC interest rates around the world have been on a trajectory to zero, which acted as a proxy tax on investing for retirement for millions. But the current economic is a whole new ball game, writes Drew Meredith.

What we have learned from the Covid-19 crisis