Rising interest rates, falling house prices and persistent inflation may have left many Australians feeling pessimistic about the Australian economy, but not AMP Deputy Chief Economist Diana Mousina.
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.
Recent private equity return data from Preqin reveals that growing divergence of private equity returns is the name of the game. That’s both good news and bad news for investors.
It means having the right private equity exposure is likely to remain fruitful, but ensuring you have the right exposure may take more due diligence than in the past. In other words, being informed as a private equity investor is more important than ever.
Investors may struggle to determine if a company’s management team are aligned with shareholders’ interests, wondering they are truly invested in the company's long-term success or merely focused on receiving their weekly salary.
There’s one metric which is better than all others when it comes to assessing how invested management teams are in the future of their companies: significant, long-term skin in the game. Hence, recognising outperforming founder-led businesses can be a game-changer for investors.
Momentum is defined as ‘the impetus gained by a moving object.’ It’s an important concept that's at the heart of most success.. Tony Robbins explains why: ‘People who succeed have momentum. The more they succeed, the more they want to succeed, and the more they find a way to succeed.’
When the words ‘hedge fund’ run through investors’ minds, cocaine-fuelled images of Leonardo DiCaprio in The Wolf of Wall Street, may accompany them.
Fair dues. In the past, the global hedge fund sector attracted more than its share of larger-than-life alpha males not known for their ethics or compassion. But that was then and this is now. And with global equity markets getting rockier, investors are increasingly looking for reliable absolute return strategies to protect their portfolios from market volatility.
When was the last time you met an investor who wasn’t checking the financial news and their stock prices on a daily, or even hourly, basis? It’s probably been a while. The vast majority of us have become somewhat addicted to being constantly plugged into the financial world.
But few investors are aware of what this constant exposure to financial news and data is doing to their investing.
Private credit is having a 'Goldilocks' moment, with higher-for-longer interest rates driving double-digit returns. Once an overlooked investment class, Australia’s private credit market has exploded in recent years and is on track to reach $200 billion of assets under management, growing at a compound growth rate of 23% p.a.
It’s been a wild ride for investors of late with volatility returning to global markets catalysed by the unwinding of the Yen carry trade. Whilst intermittent volatility shouldn’t surprise anyone, it has surprised the investors who’d grown to believe that equity markets gradually increase in value forever.
What investors do next will arguably define whether 2024 is a good or a bad year for their portfolios…
It’s no exaggeration that asset allocation is the cornerstone of almost all successful investment strategies. In Tony Robbins’ words, ‘Asset allocation, where to park your money and how to divide it up is the single most important skill of a successful investor.’
What began as a tool for young investors and self-managed superannuation funds seeking diversification and exposure to harder-to-access asset classes like international equities has now become a mainstream investment.
As the transition towards a low carbon, more sustainable world accelerates, many investors have assumed that ESG is connected with the impact needed to address the world’s environmental and social challenges for the simple reason they hear the term so often.
But there’s more to it than that. So what is ESG? And what isn’t it?
Unitised funds, which pool investments from multiple investors and invest in a broad portfolio of assets, allow investors to access the in-depth knowledge, research, and ongoing monitoring of professional managers.
Investing in high yield property funds can be an attractive proposition, with promises of high returns frequently exceeding 14% per annum.
Prior to make an investment, investors should ensure:
they are aware of all the risks and
they are being adequately compensated for the risks involved.