private equity

The NZ science and technology investors are onto their fourth fund, which is shaping up as their biggest yet. Savvy investment and active ownership have been key ingredients so far, along with support from the NZ government.

After a “frenzy” in the pre-pandemic era, markets have calmed down significantly for private equity investment teams. There are opportunities, however, especially for management teams with patience and a little bit of nous.

Private equity may provide outsized returns, but it comes with a liquidity catch. Traditional listed equity investing doesn’t, but it has its own drawbacks. Combine the two, says HMC’s Victoria Hardie, and you have a better balance.

With private equity becoming more accessible, retail investors can now take advantage of the asymmetry-of-information and diversification benefits PE offers, while its safe-haven characteristics stand out in the uncertain macro environment, according to David Chan and Cameron Brownjohn.

This week we caught up with Luke Spiller, a partner at Melbourne-based Scholten Collins McKissock Wealth Management. Luke is an up-and-coming leader in the financial advice industry, a ‘lifer,’ so to speak, who points to the evolution of investment markets as a key reason why he is as excited as ever to be in the…

As the year from hell winds down around the world, an influx of 2021 outlooks have flooded adviser inboxes around Australia. Most should be taken with a grain of salt, the standard global equity managers flagging strong equity returns and long bond managers suggesting the duration game isn’t over yet. In my experience though, the…

In a year when a global pandemic, recession and record-low interest rates took centre stage, a growing number of specialist managers, including many high-profile names, failed to beat the market last financial year. Yet with market dispersion continuing to grow, active management has never been more valuable. The first quarter of 2020 saw an unprecedented…

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 latest research by Preqin, the global alternatives research and data provider. Private equity will double to US$9.1 trillion and Asia will be a “huge driver.”…

More than a sport, a financial mismatch There is an awkward, yet in many ways predictable, relationship between investors and the providers of investments. An old-fashioned assessment of demand and supply can be helpful. If equity market exuberance is high, any listing attracts the heat of attention and can be sold to eager investors hoping…