Videos

Affluence specialises in discount capture strategies, using their experience in markets to buy stocks and other investments below net asset backing. In this presentation, Daryl Wilson explains the concept of discount capture, walks through how the Affluence team approach this niche strategy, and provides some examples of the opportunities available in the market right now.

Jun Bei Liu, Portfolio Manager at Tribeca Investment Partners talks to us about Australian equities, how a long short strategy can take advantage of the market at the moment and where some of the future opportunities are.

Michael Kurland, Managing Director of Arrowpoint Capital provides a spotlight on Australian Private Corporate Debt, covering growth of the asset class and how investors can access early double-digit income returns in this space. Michael will use examples of the Arrowpoint approach and experience to showcase how an Australian Non-Bank Lender can support the plans of Australian and New Zealand businesses and provide strong risk-adjusted returns for investors.

Roger Montgomery provides us with an overview of current investment markets, identifies trends, key economic indicators and outlines the impact for investors. He talks us through the small cap opportunity both domestically and global plus provides a recap of what private credit is and the opportunities for investors.

Investors have a few different options for term investments available, these cover lower risk Bank Term Deposits through to Managed Fund term offerings. Each of these have different risk profiles that investors need to be aware of, the Remara Term Account within it’s Cash Management Fund has been developed to offer investors a strong underlying credit profile within investments covered by Investment Grade rated or shadow rated assets. With returns on-par with pooled or single asset mortgage funds, the Remara offering provides investors a strong risk profile, improved liquidity offering and fixed or floating rate alternatives across either a 6 or 12 month term.

An analysis of how the Australian private debt industry takes advantage of major investment market disruptions over the past 30 years, and delivers an ideally balanced environment for modern investor risk vs. reward outcomes.

Is a 14% p.a. return adequate for a high yield property fund? The answer lies in how much risk is involved and what type of return you are receiving, i.e. where you sit in the capital stack whether the return is akin to equity returns or debt-based interest income. This 10 minute presentation from Capital Property Funds discusses these issues in further detail and may provide some assistance in helping assess your next investment into a high yield property fund.

In-depth knowledge is invaluable for long-term oriented investors, explains Editor Rudi Filapek-Vandyck, and FNArena has plenty on offer, including on beneficiaries and victims of artificial intelligence (AI) and his personal research into All-Weather Performers.