CPD: Modern Portfolio Theory and the Rise of Ratios in Portfolio Construction

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Background Since their inception, financial markets have provided investors with the opportunity to increase their wealth. However, this is of course not always the case – at times, and without

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CPD: Alternative assets – de-banking and the evolution of private credit

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Debt is a vital source of capital for all participants in the economy. The ability to access credit, thereby going into debt, allows actors to bring forward consumption and make

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CPD: The return of the prodigal product – Credit default swaps explained

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Background One of the downsides of the Global Financial Crisis (GFC) has been the tarnished reputation of certain financial instruments that were developed with good intentions, namely derivatives. While there

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Jason Smit appointed Regional Manager Victoria, South Australia and Tasmania for Alexander Funds

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Alexander Funds is excited to announce the appointment of Jason Smit as Regional Manager for VIC, SA & TAS, based in Melbourne. Jason will join Head of Distribution, Chris Inifer,

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Alexander Funds wins Best Fixed Income and Credit Fund

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The Alexander Funds Credit Opportunities Fund (the Fund) was awarded 2023 Best Alternative Fixed Income & Credit Specialist Award at last week’s Australian Alternative Investment Awards. This is the 7th

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CPD: The global impact of Japanese monetary policy

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Japan’s monetary policy changes are one of the key factors explaining both the country’s super-boom combined with huge asset price inflation in the 1980s, and the subsequent bust and long

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CPD: The impact of recession

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The Reserve Bank of Australia’s (RBA) quick increase in interest rates in an attempt to manage inflation has raised fears that Australia could fall into a recession within the next

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CPD: Bank to the future – Do recent bank failures in the US and Europe herald worse to come?

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First Republic Bank, the most recent bank to fail in the US, is the second largest bank failure in US history. It comes after the failures in March and April

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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

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Alexander Funds appoints new Regional Manager

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Alexander Funds is excited to announce the appointment of James Curnow as Regional Manager for NSW & QLD, based in Sydney. James’ appointment to the business coincides with the opening

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