Most people’s experience of artificial intelligence has been the chatbot: ask a question, get an answer. That use is still growing. What is changing—and what matters for Contrarius’ Funds—is the next layer of demand.
Most people’s experience of artificial intelligence has been the chatbot: ask a question, get an answer. That use is still growing. What is changing—and what matters for Contrarius’ Funds—is the next layer of demand.
Global bond markets are far from boring in 2025. The death of the ‘TINA’ era (‘There is No Alternative’ to Equities) is resulting in surging bond demand from institutional and superannuation investors, while the supply of primary local issuance is under strain.
Australia’s commercial property sector is in the midst of transformation. Long gone are the times when the hottest markets were congregated in the country’s most populated city centres. Regional hubs like Wollongong, Newcastle, Ipswich, and the Sunshine Coast have emerged as major post-pandemic winners.
Mankind has a short memory — and in finance, that forgetfulness comes at a price.
After three decades in private lending, I’ve seen the same cycle repeat itself three times. Each time, I’ve raised the warning flag. Each time, the industry has dismissed it as professional jealousy. Each time, I’ve been proved right.
There’s some sobering news to report. Despite being one of the world’s richest nations in personal wealth terms, Australia has slipped to 105th out of 145 countries in Harvard University’s Economic Complexity Index (ECI)
Tired of hearing about AI being the main investment game in town? That’s understandable. Since ChatGPT’s launch in 2022, the market has been somewhat obsessed with all things AI.
While most Western economies are growing at a modest rate, Asia stands out in a global context for its superior structural economic growth drivers. For Australian investors, the region offers both opportunity and complexity, especially when balancing the potentially strong returns with the region’s unique risks…
When Bank of America CEO Brian Moynihan proudly declared he’d slashed his company’s workforce by nearly 90,000 over the past fifteen years and that he wasn’t done yet, he wasn’t just reflecting on a company-specific trend. He was eluding to a structural shift unfolding across the global economy.
As the world adjusts to the knock-on effects of Trump’s new tariffs, currency markets are playing an increasingly pivotal role in driving portfolio outcomes. Whilst currency exposure is often an after-thought for Australian investors, it can be a powerful lever for both risk management and performance enhancement.
In short, now’s the time to ensure currency is your portfolio’s friend rather than its foe…
Diversification isn’t just spreading money across assets—it means including investments that behave differently during downturns. Investors often hold shares, property and bonds. But when markets fall, many of those assets can dive together. To build a more resilient portfolio, a range of differentiated investments more commonly available through unlisted managed funds can offer distinct benefits:
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