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The 'sweet spot' for commercial real estate debt in client portfolios
For capital allocators concerned about exposing their clients to too much risk in real estate debt, specialists say asset discernment and due diligence are key...
China relationship brings new volatility dynamic to Australian portfolio management
The importance of Australia's economic relationship with China cannot be overstated, but with the Red Dragon's economy faltering and our historically close...
Atchie's top 5: Core global equity blend funds
The benchmark core equities sector is a fundamental sleeve in any sophisticated portfolio. Most profess top quartile returns, but which five have genuinely...
Alts research lacking, investment teams need to 'roll up the sleeves': Panel
Track record is vital, but a lack of comprehensive and independent research is often forcing investment teams to do their own due diligence when it comes to...
Volatility on the Atlantic House local menu in ‘24
"Volatility is the most persistent diversifier," says Atlantic House Australian head Andrew Lakeman. "People are starting to realise that, as well as realising...
Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure
In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance...
Credit to sail through cycles: The case for investment-grade debt
As we approach the bottom of the current cycle, fixed income is back to playing its traditional defensive role, says Yarra Capital Management's Roy Keenan. To...
PE purveyors gear up as valuations normalise after 'challenging' period
After a "frenzy" in the pre-pandemic era, markets have calmed down significantly for private equity investment teams. There are opportunities, however,...
External validation key to credit quality of corporate loans: Epsilon
For non-bank corporate lenders that don't have the regulatory oversight that banks do, using third party validation for loan books is essential according to...
The future of value
The recent underappreciation of value stocks has made them an attractive proposition, but knowing the most important metrics to look at when appraising...
To find their way through markets, investors need ‘optionality’
For the last decade, equities (repackaged and otherwise) have reigned supreme. But in a market where everything might soon start to break, investors have to be...
As correlation norms turn, liquid alternatives come to the fore
Bonds and equities are suddenly firm friends, but this is far from the first time they've positively correlated. And it's not the only reason liquid...
Residential property prices hitting uncharted territory: SQM Research
After a minor blip in 2022 residential property prices are once again soaring to new heights, driven largely by the asking price for houses in major capital...
Green hydrogen good for climate but tough investment: Nanuk
To achieve the widespread adoption of green hydrogen necessary to reach net zero targets and for the companies in that sector to achieve their full potential,...