The winning asset classes of the past 20 years

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Direct Property has been the best performing asset class over the past 20 years. It has returned an average 10.2 per cent between 2003-22, edging out Australian equities at 8.9... Read more continue reading

Despite inflation fears and higher interest rates, survey finds more than two thirds of institutional investors continue to grow private markets allocations

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State Street Corporation (NYSE:STT) yesterday released the results of a survey1 of private markets allocations from 480 institutional investors including traditional asset managers, private market managers, insurance companies and asset... Read more continue reading

Fixed Income: 2023 Outlook – assessing a mixed bag of macro challenges

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China’s economy faces markedly different risks than the West Against the backdrop of an economic cycle plagued by the uneven recovery from the pandemic, the ongoing ripple effects from the... Read more continue reading

It worked, except when I needed it to work – is the 60/40 portfolio still relevant in 2023?

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The end of a year is often cause for reflection. At the end of 2022, investors who took part in this process might have been left scratching their heads, and... Read more continue reading

Deglobalisation and its impact on world markets (Part two)

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Deglobalisation implies a regime change, with trend increases in capex and the labour share, as well as a higher cost of capital, lower potential growth and greater government involvement in... Read more continue reading

Inflation, rates opening up more private equity opportunities for 2023

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Current market dislocations caused by inflation, rising interest rates and higher volatility, have opened up more opportunities for private equity investment in 2023, according to a private equity expert. Russel... Read more continue reading

Finding the antidote to black swan events

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Black swan events are low in predictability but high in impact. Crucially, it’s not the share price performance that is the focus of business during these events, rather the performance... Read more continue reading

Diamonds in the rough for global REIT market

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After a challenging 2022, the headwinds which pressured global real estate investment trusts (GREITs) should begin to moderate, providing opportunities within subsectors to generate better returns, according to chief investment... Read more continue reading

Sustainability considerations a factor for nine-out-of-ten Real Assets investors

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More than nine-out-of-ten (93 per cent) of global institutional investors actively consider ESG and sustainability in their real assets investment decisions, with 17 per cent considering it a critical factor,... Read more continue reading

Promising signs for markets but inflation still the big unknown

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Local and global equity markets – in particular Chinese and Asian equities – are positioned well for 2023, but inflation is the joker in the pack for investors, according to... Read more continue reading