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Patience pays off as ethical, growth weightings shine amid volatility
Investing in quality takes patience, as does investing sustainably. The convergence plays well for those looking to build a portfolio with ESG parameters,...
HMC Capital eyes $10b AUM by 2025 with new funds, new pipelines
David Di Pilla's group made its bones flipping unloved real assets into a sprawling network of essential retail centres. Now HMC Capital is leaning into its...
Don't throw the growth stock baby out with the bathwater
Turbulent markets make it timely to review three growth businesses that boast strong free cash flow and robust balance sheets for volatile times, writes...
Investors turning to private investment as companies shy away from listing
At this point companies have so many avenues to raise capital that listing in only one of several options. As a result companies are staying private for...
'Opaque' private credit purveyors add value, but quality is key: Mason Stevens
The proliferation of private credit providers in recent years is a boon for investors, explains Andrew Ash from Mason Stevens. But the attraction of...
Last mile for tightening as sovereign wealth investment themes come into view: Invesco
Inflation is in a transitory phase but the downward trend looks set to continue. Sovereign funds around the world are adjusting accordingly, with 5 major...
An abundance of value, or is the market just presenting more value traps?
High payout ratios and non-cyclical price falls are some of the red flags investors need to be wary of. A selection of portfolio managers reveal what they look...
HMC Capital gets real on net-zero with impact themed 3-step approach
Eighteen months ago, the fund started by former US banker David Di Pilla announced its target to achieve net-zero for scope 1 and scope 2 emissions by FY28....
Active v passive reimagined: When imperfect is perfect
The popular debate lacks nuance. Neither are foolproof but both can play a crucial role in building portfolio resistance and balancing the risk/reward dynamic.
Despite the elephants slowing, two global equity sectors look set to prosper: Bell AM
Plenty of significant investment opportunities exist in the market according to Bell Asset Management's Ned Bell and John Malloy from Redwheel, but investors...
Non-bank lending surges beyond more than housing lines
The non-bank sector is comparatively small but is growing in scale and impact, writes Thinktank's Peter Vala. For many borrowers, it's become a better option...
Epsilon doubles up on private lending with new senior loan fund
Two years after the launch of its inaugural direct lending fund, Epsilon have forged a partnership with a prominent multi-office family to debut a new low...
The famous Baltic Dry finds its place in the post-pandemic world
With ETF providers offering a slew of products aimed at shipping exposures, the 'esoteric legend' of the Baltic Dry Index still has a place in the hearts and...
High demand for cybersecurity rolls out new investment opportunities
After a string of high-profile incidents, the sale of Australia's largest listed cybersecurity company, Tesserent (ASX:TNT) to French multinational Thales is a...