 MICHAEL BLAKENEY , PATRICK HAYDEN | FRIDAY, 13 NOV 2020 Many economists, much better positioned than we are, have provided forecasts on the future prospects of the global economy. Our simplified analysis leads us to believe that it is very possible that the economy will set new records over the coming months ... Read more  DAVID ARCAUZ | FRIDAY, 17 APR 2020 Amid fierce competition in the private equity industry, forging solid relationships is pivotal in order to stay, according to Flexstone Partners managing partner David Arcauz. Read more  KANIKA SOOD | FRIDAY, 17 APR 2020 With close to 60,000 kilometres of coastline and spots such as the Whitsundays and Hamilton Island, it's hard to fault an Aussie who has made some money and now wants to buy a boat. Read more  NICOLE CONNOLLY | FRIDAY, 13 MAR 2020 Record-low interest rates and the increasingly uncertain equity market outlook are prompting many investors to seek new ways to generate reliable income returns. Read more  MUGUNTHAN SIVA | FRIDAY, 14 FEB 2020 Australian investors generally have significant exposure to the AUD (locally based investments like Australian-based shares, property, infrastructure, fixed income and cash. The other currency to which they have substantial exposure is likely to be ... Read more  JASON HULJICH | FRIDAY, 17 JAN 2020 Intense scrutiny of traditional lenders and lending practices post-Royal Commission, combined with a challenging property market, has seen property investors, developers and builders struggle to secure funding from their usual sources. This whitepaper ... Read more  ROBERT STEWART | FRIDAY, 15 NOV 2019 Seasoned investors understand that returns are a function of both beta and alpha. Beta being the component of returns derived from the benchmark return and alpha being returns generated over and above (or below) the benchmark return. The difficulty ... Read more  MARCIO BORGORICIN | FRIDAY, 18 OCT 2019 Real estate continues to be a core feature of families' investment portfolios globally. The opportunities for capital preservation and wealth creation, along with the fact that these families often have a business background in property or property-related ... Read more  RANDAL JENNEKE | FRIDAY, 14 JUN 2019 For the better part of the last two years, we have been positive about the broader economic outlook, confident that improving global growth and strong corporate earnings would drive markets higher. At the same time, reasonable valuation levels only ... Read more  LIAM DONOHUE | FRIDAY, 15 FEB 2019 The small companies sector is the birthplace of many of Australia's largest companies including names such as Realestate.com, Flight Centre and TPG Telecom. However, small cap market index returns over recent years have not correlated with this high ... Read more |
Latest News
Forrest family office execs open new shop
New corporate advisory firm Famille Capital will hire more staffers to work on deals, investments, advisory, life and legacy.
SPAC acquires Australian Food & Agriculture
A Nasdaq-listed firm is set to acquire the Australian Food & Agriculture Company (AFA) for $780 million, the majority of which is owned by members of the Bell family and Alastair Provan.
Australia a 'regional private wealth hotspot': Preqin
Australia is a top regional private wealth hotspot, with the greatest proportion of investors, many of whom are looking to alternatives, according to a Preqin report.
Family offices face more complex challenges: Ocorian
Family offices are becoming more professional, but they face significant challenges, particularly with regulation and compliance, according to an international study by Ocorian.
Cover Story
Hyper focused on change
JOHNNY KAHLBETZER
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
CHIEF EXECUTIVE OFFICER
KAHLBETZER INVESTMENTS PTY. LTD
It's widely accepted though oft-debated that two seemingly contradictory things can be true at the same time. Take Johnny Kahlbetzer's approach at Twynam Group, for instance. It's true that Kahlbetzer believes ESG to be "fluffy bullshit" - it's also true that he is a very active ESG investor.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
