Mandatory retirement savings in Australia are worth $2.7 trillion and growing. Equity markets are arguably looking fully priced, particularly as the rhetoric of a trade war between the US and China ramps up again. To top it off, bank deposits and bond yields are offering circa 2% yields at best.... Show More
Commercial Real Estate Debt is widely accepted as an asset class in the institutional and wholesale investment sector. Over the past ten years, Qualitas has created a number of discretionary debt strategies for private and institutional clients, offshore pension funds and family offices, before creating the ASX-listed Qualitas Real Estate... Show More
The growing popularity of Venture Capital (VC) has enabled some remarkable and innovative businesses. The attractive returns of many VC funds have stoked further investor appetite for their aggressive growth strategies. Today some of the world’s most highly valued companies are neither listed nor profitable. Furthermore, in response to the... Show More
The ultimate aim of investing in private equity markets is to generate a return higher than what you would receive by investing in public markets. But while the breadth of opportunities within the PE space is enormous, in order to generate such returns investors must be willing to forego some... 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
This month we provide an update on how our high and ultra-high-net-worth, family office and not-for-profit clients are invested. Importantly, we also take a look at how they have managed their portfolios through recent volatility—in particular, through the sharp correction in risk at the end of 2018 and the subsequent... 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
If a picture is worth a thousand words, then a chart is worth a million of them. So we asked the experts to isolate the charts you need to be watching right now. Read on to see 5 charts that Australia’s investment experts never take off their screens, and to... Show More
Investors have likely heard asset allocation specialists advise increasing portfolio exposure to 'alternatives' given the current market conditions. Invesco's Alternatives Investment Strategist, Walter Davis, explores this asset class and suggests 5 alternatives to consider right now. Show More