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.
Growth in superannuation drove Australia’s managed fund industry to near-record levels in the December 2022 quarter. While most asset classes delivered positive returns and Australian equities outperformed, investors are looking more to offshore assets for portfolio diversification.
At The Inside Network’s Alternatives Symposium, Kyle McCarthy and David Lewis encouraged investors to define private credit very broadly to reap the benefits of diversification and strong risk-adjusted returns.
A new report from AMP shows homeownership rates in Australia steadily declining from their peak in 1966, as longer lifespans and greater individual freedoms contribute to a changing definition of what wealthy means for Australians.
One of Australia’s largest retail super funds will be hauled before the court over allegations it engaged in greenwashing of products in what will likely be a test case for the practice.
A higher net interest margin drove a 10 per cent increase in CBA’s net profit after tax, while Wesfarmers benefited from a strong performance by Kmart Group and the chemicals division. But with much of the upside for these companies already priced in, investors should be clear about valuations before buying in.
The Treasurer’s plan to limit concessional tax treatment within super at $3 million comes without a lot of the details required for effective retirement planning. Making bold changes now could be costly, says Wattle Partners principal Drew Meredith.
Increased traffic volumes and higher earnings have provided valuation support for the infrastructure company, ClearBridge Investments’ Shane Hurst says, with the post-COVID-19 recovery positioning the business for solid growth.
While commodities proved a safe haven for investors in a brutal 2022, completing a rare two-year run at the top of the asset class returns table, Atchison consultant Kevin Toohey warns against expecting a repeat performance.
Negative-yielding debt topped US$18 trillion at its height in late 2020, representing a quarter of global bonds outstanding at the time. With the stock of negative-yielding bonds now yielding in the positive, owners of the debt face ugly marked-to-market losses – but counter-intuitively, there were investors willing to buy them.
Zehrid Osmani from Martin Currie goes in-depth with Peter White from The Inside Network on the best global investment ideas.
Matt McNamara from HorizonBio Tech goes in-depth with James Dunn from The Inside Network on breaking down biotech investing.
Michael Birch from MDC Trilogy shares insights with Peter White from The Inside Network on the strategy behind his fund’s primary sources of income.
Matt McNamara from HorizonBio Tech answers ‘quickfire’ questions with James Dunn from The Inside Network.
See what the brokers say about Australia’s largest bank and mining entity this reporting season.
An action-packed month of record dividends, soaring energy prices and rising inflation are all expected to be key trends this earnings season.
The most important aspect of SMSF membership is commitment, SuperConcepts’ Graeme Colley told advisers at the SMSF Association’s National Conference, stressing that potential trustees’ prime consideration should be whether they have the time and energy required to run a successful fund.
Peter Burgess told the SMSF Association’s National Conference the industry group has pushed for some of the developments, while it continues to oppose others, such as a high-balance cap. The government now plans instead to double the tax rate for funds with very high balances.
