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Damien Cronin from Alceon goes in depth with Peter White from The Inside Network on ‘Private Real Estate Debt in Australia’. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.
An action-packed month of record dividends, soaring energy prices and rising inflation are all expected to be key trends this earnings season.
Acadian’s quant analyst has built an AI ‘green screen’ catcher to auto-filter ESG phoneys.
See what the brokers say about Australia’s largest bank and mining entity this reporting season.
The review will consider “the consequences of time lags between regulatory action and cost allocation”, the terms of reference states.
Following two years of volatility, triggered by a global pandemic, supply-chain disruptions and the release of massive stimulus that followed, the financial system is in uncharted territory. Inflation is at highs not seen in four decades; bonds have fallen with equities, invalidating the traditional 60/40 portfolio; and, to add a spanner in the works, a…
Sri Lanka is in trouble. A state of emergency has been called after chaos hit the streets of Colombo. Anti-government protestors stormed into Prime Minister Ranil Wickremesinghe’s office hours after he was named as acting president. In response, the Sri Lankan PM has advised the military to “do whatever is necessary” to restore order. Wickremesinghe…
The Reserve Bank of Australia (RBA) board raised its official cash rate last week for a third consecutive month, by 50 basis points, from 1.35 per cent to 1.85 per cent, which was largely as expected. The key takeaway was that the RBA has adopted a dovish stance saying future hikes were “not on a…
Most readers will own unlisted assets via their superannuation fund. Here we provide an overview and break down the advantages and downfalls of investing in the asset class.
Hyperion cites pricing power, market share gains for confidence Hyperion has been one of the most successful home growth fund managers in Australia, with their growth-oriented portfolios delivering strong returns in the lead up to the pandemic, and then accelerating even further as the technology boom took off. Yet the beginning of 2022 has marked…
Following COP26, more and more companies are actively pledging to go carbon neutral by signing either the UN’s Climate Neutral Now pledge or the Net-Zero Carbon by 2040 pledge. These are promises made by a company to reduce or offset its carbon emissions and to report annually. And they’re some heavy hitters that have already…
A lot has happened in just these last two years. Despite the widespread damage caused by Covid-19, the crisis accelerated the pace of technological advancements along with our ability to adapt to the latest changes. A survey by McKinsey & Co found that Covid-19 sped up the adoption of digital technologies by several years. And…
One of Australia’s premier alternative real estate investment managers, Qualitas, has secured a A$700m mandate from a wholly owned subsidiary of Abu Dhabi Investment Authority (ADIA) to invest in Australian commercial real estate (CRE) private credit opportunities on behalf of a new investment vehicle. The Abu Dhabi Investment Authority (ADIA) is a sovereign wealth fund…
With annual inflation running at 9.1 per cent, a 41-year high, and a raft of Federal Reserve rate rises to follow, the risk of a hard landing for the US economy has risen sharply. A growing chorus of economists has given up hope that the Fed will be able to engineer a soft landing given…
Damien Cronin from Alceon goes in depth with Peter White from The Inside Network on ‘Private Real Estate Debt in Australia’. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.
Damien Cronin from Alceon answers ‘quickfire’ questions with Peter White from The Inside Network. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.
Jess Renden from Cointree shares insights with James Dunn from The Inside Network on ‘Can you explain Cointree’s unique edge amid a surge in ETF investment opportunities?’ Visit Cointree’s website to find out more. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.
Jess Renden from Cointree shares insights with James Dunn from The Inside Network on ‘The regulatory of cryptocurrency is fast evolving, how does this affect the industry?’ Visit Cointree’s website to find out more. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.
Of the 200 companies that Morningstar analysts research on the ASX, 15 companies have made it onto the firm’s Best Stock Ideas for August. Industrials The long growth runway of Brambles (ASX: BXB), particularly in North America and Europe is under-appreciated by the market. The company is currently facing a combination of labour, transportation and…
In the 2020-21 financial year, global growth funds endured some of the worst conditions since the GFC, with almost 98 per cent of funds finishing the fiscal year deep in the red. It was an horrendous year for growth funds, especially those exposed to high-growth tech stocks, which were widely seen as overvalued at the…
Super fund members have been “spared the worst,” while the outperformance of the top ten funds was generated by active management and chunky allocations to private markets. As one commentator noted, it will likely be looked back upon as the year that showed up the Barefoot Investor. The super funds that have significantly outperformed this…
The term “hold on for dear life” came to explain the events of 2020 and 2021, as did “buy the dip.” For those beginning investing for the first time, their experience couldn’t have been more positive. Every fall in the market was followed by another rally, and the prevailing view was that markets always go…
