The fisherman’s advice to the billionaire – why Australian small caps is the place to fish

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Years before he became a billionaire hedge fund manager, William “Bill” Ackman, founder of Pershing Square Capital Management, trekked 10,000 kilometres to go fishing. Although Ackman had never fished a... Read more continue reading

BNP Paribas Publishes Results of its 2022 Alternative Investment Survey: “The Hedge Fund Booster”

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BNP Paribas, Europe’s premier global bank, and its Prime Services business published yesterday its 2022 Alternative Investment Survey: “The Hedge Fund Booster.” BNP Paribas’ Capital Introduction team surveyed 224 allocators... Read more continue reading

Problems loom for conservative choice products in 2022 YFYS performance tests

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Conservative choice products will be challenged by the Your Future Your Super (YFYS) performance test, with a number of problems and inconsistencies in the new regime set to be revealed,... Read more continue reading

Balmoral Digital launches digital fund with experienced stalwarts at helm

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Balmoral Digital has announced the launch of its new digital assets fund. The fund will be available for wholesale and sophisticated investors seeking an alternative opportunity as the hunt for... Read more continue reading

Inflation threat and the impact on markets

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It is becoming an increasingly challenging environment to achieve investment return objectives, and the asset allocation strategies that have worked for the past decade are unlikely to continue to be... Read more continue reading

Current volatility more geo-political

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Geo-political tensions and volatility resulting from the more cyclical forces of inflation and tighter monetary conditions will likely keep equity markets volatile throughout 2022. Whilst companies are still generating improving... Read more continue reading

Rising inflation favours companies with pricing power

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Global equities boutique manager Bell Asset Management believes expectations of higher inflation and interest rates will drive the world’s equity markets in 2022 and favour smaller, quality companies with the... Read more continue reading

Short-term investment outlooks prove futile

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One and two-year investment horizons are effectively becoming redundant, according to HLB Mann Judd Sydney wealth management partner, Jonathan Philpot. The smoothing of share market volatility over time and the... Read more continue reading

Finding income in a low yield environment

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Trying to find a reasonable income stream can be difficult at the best of times. In recent times, it has become a monumental task. The bellwether for income is the... Read more continue reading

Strong fundamentals see global REITs primed for growth

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The relative underperformance of global real estate investment trusts (GREITs) since the start of the pandemic may be poised to change, with a strong recovery in fundamentals and supportive financial... Read more continue reading