Alternatives

HMC Capital sees “fantastic opportunities” in the dislocation.

Elon Musk once famously claimed, “lithium batteries are the new oil”. Yet lithium-ion batteries merely trade the oil problem for a lithium problem.

Crypto is the second most common product held by Australian investors.

Following two years of volatility, triggered by a global pandemic, supply-chain disruptions and the release of massive stimulus that followed, the financial system is in uncharted territory.

The Reserve Bank of Australia (RBA) board raised its official cash rate last week for a third consecutive month. The bank has adopted a dovish stance saying future hikes are “not on a pre-set path” and that the economy will likely slow as a result of these hikes.

Most readers will own unlisted assets via their superannuation fund. Here we provide an overview and break down the advantages and downfalls of investing in the asset class.

Despite the widespread damage caused by Covid-19, the crisis accelerated the pace of technological advancements along with our ability to adapt to the latest changes. A survey by McKinsey & Co found that Covid-19 sped up the adoption of digital technologies by several years.

One of Australia’s premier alternative real estate investment managers, Qualitas, has secured a A$700m mandate from a wholly owned subsidiary of Abu Dhabi Investment Authority to invest in Australian commercial real estate private credit opportunities on behalf of a new investment vehicle.

New research from BCA Consulting predicts Australian equities will outperform global equities over the next 10 to 15 years.