Australian institutional investors share outlook for private equity market

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Australian institutional appetite for private equity remains stable but allocators continue to seek high returns as well as more local investment opportunities. While Covid-19 has changed daily life for people... Read more continue reading

Pandemic era sees major shift in asset allocation, investment risk exposures and ESG practices

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A new study from bfinance, the independent investment consultancy, reveals major shift in insurers’ investment portfolios, driven by a combination of long-term pressures and the effects of the COVID-19 pandemic.... Read more continue reading

Cash and the departure of meaningful returns

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Prior to 2008, a consistent factor in the personal investing landscape was the availability of low risk, meaningful returns generated from either cash deposits or government bonds. Apart from being... Read more continue reading

Is private real estate an effective inflation hedge?

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Milton Friedman once famously observed that ‘inflation is taxation without legislation’. Inflation landed with a thud in Australia in October 2021, with the broad Consumer Price Index rising 0.8% for... Read more continue reading

The investment case for climate

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While the world has been preoccupied with the COVID-19 pandemic, another epidemic has emerged alongside it: the accelerating rush among nations and corporations to announce carbon reduction targets to address... Read more continue reading

Institutional asset management fees have fallen significantly across asset classes

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A new study from bfinance, the independent investment consultancy, has revealed that institutional asset management fees have fallen significantly in a number of asset classes – particularly certain ESG or... Read more continue reading

Credit risk versus interest rate risk

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The concept of diversification has long underpinned modern portfolio theory and the widely adopted 60/40 approach to portfolio construction. At its most basic, this approach allocates 60 percent to growth... Read more continue reading

Is long WALE really low risk?

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One of the many accepted truisms in real estate is properties with a long WALE (weighted average lease expiry) tend to be lower risk. The rationale is that during times... Read more continue reading

LICs and LITs experience growth in asset classes beyond Aussie equities

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As the Australian listed investment industry enters its 99th year, the sector is continuing to experience growth in the newer asset classes such as property, credit, and global equities. Over... Read more continue reading

Global infrastructure and global real estate set to shine

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Inflation is likely to remain transitory for the foreseeable future, but there are nevertheless some real opportunities for investors in global listed infrastructure and global listed real estate as they... Read more continue reading