Interesting trends in HNW asset allocation highlight investment cycle

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At Forza Capital, the team spends a lot of time speaking to both real estate agents and investors. There is no substitute for being at the ‘coal face’ for eliciting information that often precedes cycles or opportunities (or both). For some time, these discussions have been uncovering a subtle pivot in asset allocation, in particular […]

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Debunking ESG myths in Emerging Market Debt

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Investors often discount the importance of environmental, social and governance (ESG) analysis in Emerging Market Debt (EMD) investing, based on perceptions that emerging market governance is inherently weak or that data is lacking. However, in a recent research paper, Insight Investment’s Emerging Market team argues that these views are misconceptions. ESG analysis has “in our […]

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Private equity and venture capital technology investments key for investors

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Chief Executive Officer of Crestone Wealth Management Michael Chisholm says investor access to the quickly growing technology sector is an important investment and social consideration in the current market cycle. Mr Chisholm said access to private equity or venture capital funds, which are uncorrelated to traditional asset classes, can help cushion portfolios against any equity […]

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Cryptocurrency and tax – six things to know

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The jury may still be out on whether buying cryptocurrency such as Bitcoin or Ethereum is a good investment or not, but those who own cryptocurrency must ensure they understand the tax implications, particularly in light of imminent changes to Australia’s anti-money laundering rules, says Peter Bembrick, tax partner at HLB Mann Judd Sydney. “New […]

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BetaShares’ ethical Australian shares ETF (ASX: FAIR) certified as ‘responsibly invested’ as it approaches $100 million FUM

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BetaShares, a leading Australian ETF provider, has had its Australian Sustainability Leaders ETF (ASX: FAIR) recognised by Australia’s leading, independent certifier of responsible investments, the Responsible Investment Association Australasia (RIAA) certification program. Developed in 2005, the program was established to help investors navigate their way through the financial services landscape, to easily identify investment products […]

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Emerging market infrastructure presents rare opportunities

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Emerging Market (EM) infrastructure equity returns are significantly higher than those of Developed Market (DM) infrastructure companies according to research by leading listed infrastructure manager, RARE Infrastructure. While the value of EM infrastructure is expected exceed DM infrastructure by 2030, the annualised total return – dividends plus share price growth – of EM utilities is […]

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The only way is up: high inflation a positive for listed real estate

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If inflation starts to rise around the world, as is currently predicted, it will be an overwhelmingly positive outcome for long-term real estate investors, according to a recent paper by global listed real estate investor Quay Global Investors, “Going up: what high inflation means for listed real estate”. “A common reaction to higher bond yields […]

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CPD: Back to the future: the return of the ‘old normal’

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Grant Samuel Funds Management’s latest recruit, Advisor Stephen Miller, reflects on the recent volatility in the equity and bond markets following the re-emergence of inflationary pressures. He looks to the past to explain that, in fact, it’s not a new paradigm, rather, the return of the ‘old normal’. I remember full well the day I […]

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CPD: Going up – what high inflation means for listed real estate

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Markets were roiled in February as investors worried that higher wages will lead to accelerating inflation. Bond yields acted accordingly. So, if higher inflation was to return, how would real estate perform? New year, same news? The beginning of the calendar year brings with it the usual commentary: ‘interest rates will normalise’ and ‘the bond […]

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Driverless cars create infrastructure investment opportunities

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Driverless cars will eventually dominate the world’s roads but widespread adoption isn’t imminent and there continue to be opportunities for investors in the road sector, according to AMP Capital’s Global Listed Infrastructure team. In a paper entitled Autonomous vehicles: the real opportunity that lies ahead for investors, AMP Capital notes while driverless cars will eventually help […]

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