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Core property rebounds: The new cycle and the rise of alternatives
After several years of yield compression and market disruption, 'core' commercial property is entering a new growth phase. Manager Barwon Investment Partners...
The long game: How Joel Fleming turned curiosity into a career in micro-caps
When Joel Fleming first stumbled into the world of the sharemarket as a Year 10 student playing the AMP-ASX sharemarket game, he had no idea it would become...
Asset-backed lending: Private credit's next frontier
Asset-based lending (ABL) is the US$20 trillion next frontier of private credit, and it's growing, as very high-quality assets leave the banking system and...
Alternatives under scrutiny: Unpacking the opportunities and risks
The landscape for alternative investments in Australia is expanding rapidly, and with it comes both opportunity and complexity, says research house SQM.
More to bank income securities than hybrids, says new active ETF manager
This month’s launch of the actively managed Seed Financial Income Fund Active ETF (ASX: SFIF) makes accessible to a much broader range of investors the...
Gearing for growth: Private equity’s quiet engine in the mid-market
Long-term outperformance by private equity managers is both persistent and replicable, if they're good managers investing in the right part of the market – ...
Liquid alternatives: Navigating the five structural forces reshaping portfolios
There's a new macro regime governing markets, derived from structural changes that won't easily be turned around. The solution is to understand these changes,...
Advice's next generation set to be celebrated
Australia’s first 40 Under 40 financial industry awards have been launched, to celebrate the next generation of financial advisers.
Currency as protection: Why FX belongs in the portfolio
Your global equity portfolio is actually two portfolios: the underlying equities, and the currency exposure. The latter is too important to leave unmanaged.
Going granular with data ignites an insurance breakthrough in the advice world
Professional indemnity (PI) insurance is a necessary evil to most advisers. But to one small insurance broker, it is the spearhead of major change in the...
Going granular with data ignites an insurance breakthrough in the advice world
Professional indemnity (PI) insurance is a necessary evil to most advisers. But to one small insurance broker, it is the spearhead of major change in the...
Div 296 gets a makeover, as government reads the room
So, the scuttlebutt had substance: the government has backed down several controversial elements of its Division 296 super tax reform package.
Global easing deepens as stimulus, not stability, drives the market rally
A wave of global easing masks fragile economic growth beneath the surface. A late-cycle melt-up could ensue, but its foundations would be similarly shaky.
Crafting the right investment philosophy for advice practices
Advisers have traditionally thought in terms of the process, but the new model requires focus on other factors — with identity and positioning at the head of...
Crafting the right investment philosophy for advice practices
Advisers have traditionally thought in terms of the process, but the new model requires focus on other factors — with identity and positioning at the head of...
Lean levers: How to deploy technology to scale without sacrificing purpose
Beware the risk of thinking about tech for tech’s sake, the Investment Leaders Forum New Zealand was told. Tech is about making sure your firm is...