The housing market’s turning – and not just in Australia

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Is FORA (fear of renting again) driving global residential markets? In March, Australia, the US and Canada recorded their first monthly increase in residential prices. UK house prices have been... Read more continue reading

Ariel Investments broadens access to Emerging Markets Value

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Ariel’s first dedicated emerging markets offerings, the Ariel Emerging Markets Value and Ariel Emerging Markets Value ex-China portfolios, offer Australian institutional investors exposure to a concentrated portfolio of companies with long-term... Read more continue reading

Headline inflation drops below 5%, reducing risk of another hike in June

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The Consumer Price Index (CPI) for April showed that headline inflation continues to moderate, dipping below 5% for the first time since April 2021. Headline CPI is now below the... Read more continue reading

Quay Global Investors forecasting a silver tsunami

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Demand for senior housing and accommodation is set to accelerate over the next three to four years, creating an outstanding opportunity for investors, according to Quay Global Investors’ principal and... Read more continue reading

Volatile markets reshaping the way universities invest

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Rising inflation, political instability, recessionary fears and income stability are key issues that will impact how universities invest over the next three years, a report released yesterday by Perpetual Private... Read more continue reading

Five years of shaping a better future

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The Perennial Better Future Strategy has reached its five-year milestone with ~$250 million in funds under management and a track record of outperforming the Small Cap Accumulation benchmark. The Fund,... Read more continue reading

Market jitters? Wealthy Australians using alternatives to diversify portfolios 

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Australian investment platform Stropro says its rapid growth, with $100 million in inflows in three years, signifies a growing trend towards alternatives among high-net-worth investors (HNWI). Some 75% of Stropro’s... Read more continue reading

Small caps – the growth engine of an investment portfolio

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Despite the fact they often punch above their weight, smaller companies can be overlooked in an investment portfolio. This article from GSFM examines the small cap universe, the investment case... Read more continue reading

Pockets of opportunity in small caps but earnings risk a factor

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There are pockets of opportunity in small caps, with parts of the sector trading at discounts compared to their large cap counterparts, but investors need to watch the potential for... Read more continue reading

Market outlook: Quarterly update

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“Global equity markets made a solid start to the year in Q1 2023, following a particularly tough year in 2022. Having recognised we were in a bear market early in... Read more continue reading