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Safer investments, better margins

It’s not often that you encounter an investment that hasn’t had a negative year of returns. Partners Group started investing in private debt in 2006 and have an...
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How to sharpen your edge in markets

In a world awash with market data, an enduring way to create an edge is to travel. While getting out there and meeting with company management can deliver invaluable...
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3 key property market risks to keep an eye on

While the recent rate cuts by the RBA are perceived as an overall positive for the property market, there are still risks investors should remain aware of. Tim...
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Great returns, diversity and a solid risk profile

Since listing 7 months ago, the Qualitas Real Estate Income Fund (QRI) has given investors access to great risk-adjusted returns through a balanced and diversified...
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The most compelling theme in growth investing

As the cloud computing revolution rolls on, everyone running a business knows that they're now able to cut down on costs such as servers, hardware and IT support. For...
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A warning for yield-hungry investors

With government bonds yielding around 1%, term deposits paying around 2%, and cash accounts often paying nothing, it’s no surprise that investors are looking in...
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An unparalleled opportunity to invest offshore

A very rare market dynamic has recently appeared, the likes of which has rarely been seen throughout history. Australian rates and bonds, which have traditionally...
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Attractive yield in a sought-after asset class

The engine rooms of Australian commercial property, the office and industrial markets, have been performing well in recent years, providing investors with handsome...
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Is this the start of something darker?

With the Fed on the precipice of another rate cutting cycle, markets face two potential scenarios, explains Charlie Jamieson, Chief Investment Officer at Jamieson...
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An ASX-listed stock having an impact on the global stage

Impact investors seek to allocate funds to those companies which provide a social and environmental benefit, in addition to a financial return. George Latham, Managing...
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Three rules of a trillion dollar manager

We recently had the fortune to sit down with Daniel Farley, CIO, Investment Solutions Group, for State Street Global Advisors, one of the largest asset managers...
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Why FAANG stocks have lost their bite

A core part of the investment thesis for the FAANG stocks (Facebook, Amazon, Apple, Netflix and Google) is their ubiquity in our everyday lives. Conversely, a key...
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Two grey swans (flying this way)

The term ‘Black Swan’ in finance refers to an unpredictable and significant event. So what does the term ‘Grey swan’ mean? We recently put this to Daniel Farley, CIO,...
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Separating traders from investors

The investment world over the past several decades has increasingly suffered from a myopic investment strategy. Some research suggests that investment funds in the UK...
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Market trends to watch as we approach 2020

High valuations currently persist in both equities and bond markets, with the latter indicating that a recession is imminent and the former suggesting that the bulls...
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3 dangerous mistakes made by defensive investors

With no apparent end in sight for low interest rates, and post-retirement lifespans ever-increasing, equities are an important part of the asset mix for people in and...
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The secret to bucking the trend

Research from GMO recently noted that value stocks have underperformed the market in 9 of the last 12 years, and by an average of 2.0% per year. This trend has...
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Reduce the emotion … to reduce the risk

All investors are bound to struggle with emotion, as did Olivia Engel, CIO – Active Quantitative Equity at State Street Global Advisors, at the start of her investing...
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One man’s trash is another man’s treasure

Investors face the double challenge today of an expensive market and an economy facing growing headwinds. One workaround for finding opportunities in this environment...
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Some big risks for Australia to consider

Often the best perspective is gained from an outside view, so to get an objective view of Australia’s markets and economy, we took the chance to ask Daniel Farley,...
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Always be prepared for a market correction

All investors face two main challenges as they approach the end of the accumulation phase of their lives – they have more capital at risk and their investment horizon...
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Investing in the 6th Industrial Revolution

The concept of "impact investing" may be nothing new but it has become a popular way of thinking about markets over the past few years, as investors seek to not only...
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Looking outside the box for defensive equities

The big four banks, Telstra, and AREITs have traditionally formed the backbone of a defensive equities portfolio, but Aaron Binsted, Portfolio Manager at Lazard Asset...
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High conviction value investing in practice

Legendary investor Peter Lynch coined the term ‘Diworsification’ - making your risk-return profile worse through diversification - and famously ran a concentrated...
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Why this US health insurance stock is being mispriced

There is a US healthcare stock that has consistently delivered in terms of growth, but has been largely unappreciated by the market. Despite producing large amounts of...
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