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One way to avoid the sequencing risk ‘nightmare’
Nobody really cares about outperforming benchmarks – they want to make real money and avoid real losses. Atlantic House thinks it’s got the perfect way to...
What makes an ideal entry point for a high-conviction investment team?
Meeting the myriad metrics for investment set down by Claremont Global is just the start of a selection process that sees no more than 15 companies held at any...
What makes an ideal entry point for a high-conviction investment team?
Meeting the myriad metrics for investment set down by Claremont Global is just the start of a selection process that sees no more than 15 companies held at any...
Australian Ethical hunts opportunities in private debt, climate tech
The $10 billion ethical investors expects “quite an evolution” in climate resilience and mitigation investing, as well as growing interest in sectors like...
Real estate's triple play: The clean, the changeable and the 'out of sync'
All verticals in commercial real estate have become problematic in the last five years, but there remain pockets of opportunity. Figuring out which of those...
Mapping a liquidity advantage through exposure to publicly listed PE vehicles
An enduring structural feature of Barwon's PE fund is that it doesn't invest in the companies that require capital, it invests in the companies that provide...
The red flag that means the most to disciplined PE managers
Trust may be hard to win, but it's even harder to win back once it's broken. For private equity managers, keeping a sharp eye out for honesty and transparency...
Busting senior secured loan myths with Invesco's best and brightest
Contrary to popular misconception, senior secured loans actually sit at the safest part of the capital structure and remain backed by company assets. That...
$226M per adviser: Retirement opportunity set ‘never been better’
It's a dire situation for consumers but a massive tailwind for financial advisers. More people and more capital in the superannuation coffers than ever, with a...
Move to micro makes sense, but comes at a cost for advice businesses
There are untold benefits in shifting to a self-licensed advice model, but the move also comes with a host of dangers. Practice owners need to ask themselves...
Not all retirees impacted equally by cost of living surges: ABS
The cost of living increased across all indexes in the March 2024 quarter. But while employee households carried the brunt of higher prices, self-funded...
The Inside Network and Future Proof make waves with Huntington Beach partnership
It’s the biggest wealth management event on the planet, where advisers, executives and their associates come to learn, network and have a little fun under...
ESG in action: How investment teams are funding research and leaning on laggards
Getting to net-zero by 2025 will require an enormous shift of capital. This can only happen if groups with leverage apply pressure to financial services...
'Macro distraction' is why fundies don't perform: PM Capital
Of all the reasons fund managers get outperformed by the benchmark, Paul Moore explained, the clearest is that they get distracted by macro issues that aren't...
Bank of Mum and Dad looks to investment bonds for property deposit
For many, planning to help kids and grandkids out with a first home deposit is something that needs to be done strategically, with timelines, capital growth...
What to do about the ‘concentration conundrum’: Pzena
Owning the largest stocks has historically been a recipe for underperformance over every period, according to value house Pzena, but the madness of benchmark...