With the correct set of risk management practices and quantitative investment analysis, returns north of 50% can be generated from recessionary global events. For a diversified portfolio of stocks or property, this offers complementary returns which permit wealth accumulation no matter the economic climate of the day. Such a strategy does,... Show More
Philip King, CIO at Regal, is one of Australia’s most experienced investors and we recently took the chance to hit him with three simple questions about investing. What keeps him up at night? What is he excited about? What’s the most valuable lesson he has learnt? King says he’s excited... Show More
The investment process at Regal Funds Management allows them vary market exposure depending on the prevailing conditions. Simply put, Regal like to be ‘long’ in bull markets and ‘neutral’ or even ‘short’ in bear markets. To get an insight into how they view the current investment backdrop we asked Philip... Show More
Part of the research process at Regal is to filter sell side research for new ideas. Philip King, CIO at Regal Funds Management, says this process generates long ideas but can also indicate where consensus views are creating opportunities to go ‘short’. “We spend a lot of time talking to... Show More
For the first time, the investment capabilities of Australia’s leading alternative investment manager, Regal Funds Management, are available to all investors. The proposed listing of The Regal Investment Fund (ASX:RF1) is an opportunity to access Regal’s award-winning investment expertise and 15-year track record of managing alternative investment strategies. The vehicle... Show More
The recent equity market rally in response to dovish FED language again highlights how dependent equity markets are on government stimulus and sugar hits. Show More
After what has been a very long run of strong market returns, it is only natural that investors’ attention starts to move toward when that run might end, and as each day passes, we move closer to the end of the cycle. This kind of sentiment understandably makes investors somewhat... Show More
Let's first consider the broader global economic environment, in particular, the macro drivers of a “globally co-ordinated” gradual improvement in economies which are continuing to evolve. The primary driver of markets, at this point in time, is globally accommodative monetary policy, which underpins economic expansion and the rise in financial... Show More
Alternative asset manager Fortress has just received a takeover offer at a significant premium to its prior trading price. PM Capital Portfolio Manager John Whelan discusses why PM Capital recently began building its stake in Fortress, how its investment process identified the stock, and what the takeover may reflect for... Show More
Apollo is a leading global alternative asset manager investing in private equity, credit and real estate. It’s growing funds under management at the expense of traditional asset managers while selling on valuations at a discount to them. John Whelan explains why and where to from here. Show More