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Market neutral is for all seasons, not just volatile periods: Yarra

Market neutral strategies should be not only used as lever for investors that want an on-call safety valve for volatility, but retained as a strategic holding to drive portfolio performance throughout market seasonality, according to Yarra Capital Management’s Andrew Smith.

Tahn Sharpe | 10th Mar 2023 | More
Follow the deals: To thrive in private equity, back a good fund manager

With private equity becoming more accessible, retail investors can now take advantage of the asymmetry-of-information and diversification benefits PE offers, while its safe-haven characteristics stand out in the uncertain macro environment, according to David Chan and Cameron Brownjohn.

Lisa Uhlman | 8th Mar 2023 | More
  • Consider wider private credit universe to maximise diversification, returns

    At The Inside Network’s Alternatives Symposium, Kyle McCarthy and David Lewis encouraged investors to define private credit very broadly to reap the benefits of diversification and strong risk-adjusted returns.

    Lisa Uhlman | 8th Mar 2023 | More
    ‘Best entry point in asset class history’ for SSLs: Invesco

    Senior secured loans make an attractive proposition in an inflationary environment, says Invesco’s Ashley O’Connor, especially when returns are stable and company defaults are at low tide.

    Tahn Sharpe | 24th Feb 2023 | More
  • Private-for-longer shifts opportunity set from public markets

    The amount of capital being made available to private companies has surged in recent decades, making it possible, and often preferable, to keep companies private for much longer. Liberty Street Advisors’ Christian Munafo and Schroders’ Claire Smith discussed the opportunities and risks for investors as the private-for-longer trend picks up pace.

    Lisa Uhlman | 22nd Feb 2023 | More
    The most common illiquidity, risk and volatility fallacies investors face

    Lending specialist Daniel Zwirn spoke candidly about investor “credit myths”, and the misunderstandings that hold people back in the selection and movement of assets in portfolio construction.

    Tahn Sharpe | 22nd Feb 2023 | More
    Gold set to shine for SMSFs seeking portfolio protection

    Gold has never held strong investment appeal for SMSFs, despite being seen as a hedge against inflation. With the precious metal beginning a so-far volatile 2023 full of steam, SMSFs looking to preserve capital have several reasons to consider incorporating gold into their portfolios.

    Nicholas Way | 8th Feb 2023 | More
    Investors cool on private property as Blackstone limits redemptions

    Alternative investment manager Blackstone’s decision to limit redemptions from its $103 billion real estate investment trust has investors questioning whether such funds can continue to maintain strong performance as the broader real estate market deteriorates.

    Lachlan Buur-Jensen | 9th Dec 2022 | More
    Overcoming misconceptions key to generational success at Castlerock

    Few regional towns are primed for growth, but judicious research and a key partnership with a government agency is seeing Castlerock make the most out of property.

    Staff Writer | 5th Oct 2022 | More
  • Gold to rise with focus on rising costs, rates and war

    As the bond sellout continues amid soaring rates, investors will increasingly rotate to gold as a capital preservation asset According to Rush Gold.

    Ishan Dan | 14th Sep 2022 | More
    Infrastructure assets gaining popularity as investors look to hedge inflation

    Infrastructure assets have been gaining investor interest due to their inflation hedging properties in recent times.

    Ishan Dan | 9th Sep 2022 | More
    Hydrogen goes powdered and mainstream

    A safer, higher density alternative to liquefied hydrogen is being hailed as a potential game-changer in the industry.

    Ishan Dan | 6th Sep 2022 | More