Does recent market volatility spell opportunity?

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History suggests that fear often creates opportunities for long term investors willing to accept near-term volatility in exchange for future price appreciation. With valuations now more attractive and sentiment deeply... Read more continue reading

The mid-cap ‘diamonds’ sourced for growth

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For the past five years, global equities have been dominated by a small group of companies who have led the market rally. For many investors it has been easy to... Read more continue reading

Super funds experience small pull-back in February on tariff fears

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After a strong January, super funds experienced a small pull-back in February with the median growth fund (61 to 80% in growth assets) down 0.9%, as volatility crept back into... Read more continue reading

Westpac launches Australia’s first social deposit

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Westpac has announced the launch of Australia’s first Social Tailored Deposit, a medium to long term investment product (1-5 years) with a minimum transaction amount of AUD $1 million, designed... Read more continue reading

Despite sell-off, Australian super funds to look overseas for opportunities in 2025

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Australian super funds’ home bias could further diminish as industry and retail funds look to invest more overseas, particularly in unlisted assets classes such as infrastructure and private equity, according... Read more continue reading

Absolute return focus needed in 2025 to deliver reliable income on bonds in the midst of global uncertainty

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The challenges fixed-income markets face are rising, with inflationary pressures potentially denting bond prices as US President Donald Trump proceeds with tariffs which could also depress global economic activity. These... Read more continue reading

Are Trump’s tariffs and Ukraine stance shifting the economic outlook?

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The Trump administration’s recent policy decisions on tariffs and its approach to the Ukraine-Russia conflict are generating uncertainty in financial markets and raising questions about the trajectory of the global... Read more continue reading

2025 Hamilton Lane Market Overview: Private Markets reach an inflection point, though long-term fundamentals remain strong

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Hamilton Lane (Nasdaq: HLNE), a leading global private markets investment management firm, published its 2025 Market Overview. This year’s report offers a nuanced picture of the global private markets landscape,... Read more continue reading

New supply bonanza

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The new issuance market has been in full swing in recent weeks. New bond issues are coming thick and fast and all, without exception, are being met with very strong... Read more continue reading

Influence, but not control, is key to small cap success

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Having an influence over the way a company is managed can deliver strong returns for investors, according to Francisco de Juan, managing partner and chief investment officer of the Alantra... Read more continue reading