DNR Capital Australian Emerging Companies strategy marks three years of outperformance, now positioning for a COVID-19 recovery  

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The DNR Capital Australian Emerging Companies strategy has reported returns of 19.91% p.a.[1] since its inception in December 2017, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 13.34%p.a.[1] Recently marking... Read more continue reading

Evergreen launches ‘institutional-grade’ portfolio stress-testing to advisers

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In a world where a global pandemic can come out of nowhere and send investment markets plunging in synchronised panic, holding an investment portfolio is a stressful experience for not... Read more continue reading

Life settlements part of alternative fixed-income universe

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Life settlements is a form of financing extended to an individual (usually a senior) backed by that person’s life insurance policy. A life settlement fund generates returns for investors by... Read more continue reading

The enduring allure and sustainability of dividends

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The recent economic downturn caused by the COVID-19 pandemic provides another example of the resiliency of dividends. As in the past, they held up better than earnings, with the most... Read more continue reading

CPD: The outlook for interest rates in 2021

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Forecasting outcomes for the year ahead is challenging in the best of times, let alone during a global pandemic. This year, Chris Rands adopted an alternative strategy for determining where... Read more continue reading

Evergreen launches ‘institutional-grade’ portfolio stress-testing to advisers

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In a world where a global pandemic can come out of nowhere and send investment markets plunging in synchronised panic, holding an investment portfolio is a stressful experience for not... Read more continue reading

Are growth style managers the safer bet long term?

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The past 12 months has provided an interesting short-term phenomenon where Covid-19 accelerated the flight to online shopping and remote communication technologies and food delivery services. Many growth managers exposed... Read more continue reading

Demand for LICs holds steady as sector moves into 98th year

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The Listed Investment Company (LIC) and Listed Investment Trust (LIT) sector closed out 2020 with a sector market capitalisation of $52.8 billion, a reduction of just 0.6% over the 12... Read more continue reading

Resisting ‘hot stocks’ no barrier to returns for outperforming small caps fund

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Avoiding ‘hot stocks’ such as those in the buy now, pay later and mining sectors has not stopped the Prime Value Emerging Opportunities Fund from becoming the second highest performing... Read more continue reading

2021 outlook bright for investing in infrastructure

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Despite the calamitous global pandemic situation the outlook for investing in one significant sector, namely infrastructure, is bright, according to Nick Langley, Founder and Senior Portfolio Manager at RARE Infrastructure. “There... Read more continue reading