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A pure-play debt fund for regular monthly income

Private debt is a well-established asset class for income, and commercial real estate (“CRE”) debt sits within this segment. As investors seek income and yield in this...
Livewire Exclusive
Livewire Markets
Funds

Hamish Douglass - The behaviours of great investors

In the special 100th episode of Inside The Rope, David is joined by Hamish Douglass of Magellan. Throughout the episode, Hamish references some of the world’s...
David Clark
Koda Capital
Funds

How the chase for yield is benefitting alternative asset managers in a BIG way

With interest rates at historical lows and looking to stay that way for the foreseeable future, we are seeing many investors looking at alternative asset managers...
CGF
Sam Armstrong
Barwon Investment Partners
Funds

LICs and LITs: Strong earnings see dividends roll in

In the August edition of the IIR LMI Monthly, we review some of the key news events and shine a spotlight on Antipodes Global Investment Company Limited (ASX: APL),...
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Claire Aitchison
Independent Investment Research
Funds

Phil Green on sharing lessons and building resilience

In this episode, David is joined by Phil Green of The Alceon Group. Phil is generous in sharing his learnings over the years, including that as a CEO of Babcock &...
David Clark
Koda Capital
Funds
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Your pass to the world's best businesses

Claremont Global is a boutique fund manager owning the best 10 – 15 companies globally. Over the last three years the Fund returned 22.3% p.a., an outperformance of...
Livewire Exclusive
Livewire Markets
Funds

The chart the media doesn't show you about LICs and LITs

The chart on LICs you don’t see in the media Just as all leading equities market indices are based on a market cap weighted methodology, on a FUM or market cap...
Rodney Lay
Rodney Lay
Risk Return Metrics
Funds

Is your fund manager skilful or just lucky?

There is no doubt in the world of sport that the likes of 20-time tennis Grand Slam winner Roger Federer outperforms because of skill, not luck. When investors...
Andrew Mitchell
Ophir Asset Management
Funds

The new economic cycle

For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...
Pengana Capital Group
Pengana Capital Group
Funds

Risk Return Metrics ETF Monthly Report - August 2021

The Australian ETF sector has recorded exponential growth over the last 18-months and, by some estimates, is on track to reach $140bn by 2021 year-end. More recently,...
Rodney Lay
Rodney Lay
Risk Return Metrics
Funds

Poised to deliver. Two emerging themes investors can’t ignore

Plus, the short-term impact of stylistic factors in an already attractive sector. Over the last few years, larger, "growthier", US-based businesses have outperformed...
Pengana Capital Group
Pengana Capital Group
Funds
Sponsored

Why demand for Australian industrial property is set to continue

Several factors have come together to create a perfect storm of soaring demand for industrial property across many parts of the world. Australia is no exception, as...
Philip Ryan
Trilogy Funds
Funds

Common sense investing

In this episode, David is joined by Emma Fisher, Portfolio Manager and Head of Research at Airlie Funds Management. To date, Arlie's flagship Australian Share Fund has...
David Clark
Koda Capital
Rapid Fire

A game-changing tech theme

The facial recognition systems that unlock smartphones and the software behind online search engines are just two examples of how artificial intelligence has already...
Glenn Freeman
Livewire Markets
Funds

Capital raisings are coming thick and fast for listed investment companies

Welcome to the Risk Return Metrics Listed Investment Company (LIC) / Listed Investment Trust (LIT) Monthly for July 2021. As usual, the key components of this monthly...
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Rodney Lay
Rodney Lay
Risk Return Metrics
Funds

Listed managed investments - Earnings season kicks off

In the July edition of the IIR LMI Monthly, we review some of the key news events and shine a spotlight on WAM Global Limited (ASX: WGB), which has just ticked over...
Claire Aitchison
Independent Investment Research
Funds
Sponsored

Seeking a better income outcome?

The decline in dividends and other traditional sources of investment income has made it hard for investors to find the income they need without taking on too much...
PIMCO .
PIMCO
Funds

Gone fishing; delivering sustainable returns through fisheries

In this episode I was fortunate enough to speak with Andrew Rado, Managing Director & CIO of Longreach Maris. A strategy that aims to provide an ecologically...
David Clark
Koda Capital
Funds
Sponsored

Pengana’s international ethical LIC just keeps getting better

PIA, Australia’s largest international ethical LIC, has announced an increase to its latest fully franked quarterly dividend. The Listed Investment Company has...
Pengana Capital Group
Pengana Capital Group
Funds

Risk Return Metrics ETF Monthly Report

Welcome to the inaugural Risk Return Metrics (RRM) ETF Monthly Report. This monthly report contains non-rated coverage of 180 ASX and Chi-X listed ETFs, with the...
Rodney Lay
Rodney Lay
Risk Return Metrics
Funds
Sponsored

The strength of CRE debt as an asset class

Informed investors are increasingly recognising that commercial real estate (CRE) debt is delivering higher returns relative to the underlying risk. MaxCap Group’s...
Livewire Exclusive
Livewire Markets
Funds
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Bond market investors must chase value, not yield

Previously an institutional only strategy for super funds, Coolabah has now made publicly available their market-leading, daily liquidity, long duration, Coolabah...
Livewire Exclusive
Livewire Markets
Funds

Australian ETF Review HY2021– Impressive growth as the industry steams past $100bn

In what was a milestone first half-year, we saw Australia’s ETF industry break the $100 billion mark in March 2021 and then steam ahead beyond that point. ...
Ilan Israelstam
Betashares
Funds
Sponsored

The #1 Australian Equity Fund for FY21

The 5-star rated Collins St Value Fund ranked #1 in its Morningstar category for the 2021 Financial Year with a net return of 64.8%. These returns exceeded the ASX200...
Livewire Exclusive
Livewire Markets
Funds

From Chartered Accountant to the Australian Funds Management Hall of Fame - John Murray

In this episode, David speaks with John Murray of Perennial, an Australian Funds Management Hall of Famer. They discuss John's background and career to date, his...
David Clark
Koda Capital
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