Institutional investors turn to infrastructure, private assets to meet realities of a new market regime

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Faced with profound market change, both current and contemplated, institutional investors around the world are taking concerted action to better position their portfolios for the future—from increasing investments in infrastructure... Read more continue reading
24 Mar 2023

Lessons learnt from company confession season

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In the post GFC environment, many investors focused principally on one number during reporting season – revenue growth. The implied justification was that due to quantitative easing, capital was abundant... Read more continue reading
23 Mar 2023

“Knee-jerk” policies created rental crisis – PIPA

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Years of knee-jerk property policies and legislation created the current rental crisis, according to the Property Investment Professionals of Australia (PIPA). At the 2023 PIPA Brisbane breakfast seminar on Wednesday... Read more continue reading
22 Mar 2023

What does the future hold for the next generation of investors?

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For a couple of reasons, the recent publication of the Credit Suisse Global Investment Returns Yearbook had me thinking about my kids. The first is personal. The report’s launch was... Read more continue reading
17 Mar 2023

Rate uncertainty, bank collapses adding to sector dispersion

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Interest rate uncertainty is driving a high level of market volatility and sector returns dispersion as investors grapple with how fast and for how long central banks will raise rates,... Read more continue reading
17 Mar 2023

Liquidity in private markets – Is all rainfall good?

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A key asset allocation trend in the adviser/wholesale market is the use of private market strategies in client portfolios, to enhance returns and lower portfolio volatility.  Private market funds include... Read more continue reading
17 Mar 2023

House of cards or grand design?

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Introduction Few financial market topics raise such passion and debate as the Australian housing market. There are ample points that both support and undermine the argument that the market is... Read more continue reading
16 Mar 2023

Managed Accounts hit their stride

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Enabled by increasingly sophisticated technology, Managed Accounts are one of the growth stories of the 2000s. This article, proudly sponsored by Russell Investments, examines Managed Accounts – what they are,... Read more continue reading
13 Mar 2023

Why the next five years belongs to US SMID

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Over the long term, US SMID has provided superior returns to both large and small-cap companies. Mark Sherlock, Head of US Equities, explains why, against a backdrop where the US economy... Read more continue reading
07 Mar 2023

Australian economic view – March 2023

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Market review Stubborn inflation and hawkish central banks led to higher yields as markets moved to discount further monetary tightening. Risk appetite waned, with both equity and credit markets softening.... Read more continue reading
03 Mar 2023