 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  JEREMY GRANTHAM | FRIDAY, 13 JUL 2018 At GMO these days we argue over three different pathways to a similar dismal 20-year outlook for pension fund returns. Read more RANDAL JENNEKE | FRIDAY, 23 MAR 2018 When thinking about investing in Australian equities, it helps to consider the global context. Read on to discover how headwinds in the local economy are potentially being offset by offshore growth. Read more  QIC LIMITED | FRIDAY, 19 JAN 2018 Active and passive investing are complementary, not at loggerheads. They serve different purposes within portfolios. Read more MUGUNTHAN SIVA | FRIDAY, 10 NOV 2017 Investors have experienced a stark mismatch between expectations and reality when it comes to emerging market investing. The theoretical prospect of high growth and uncorrelated returns has unfortunately not eventuated. Read more |
Latest News
Geopolitical risks force family offices into alternatives, cash: Survey
Geopolitical uncertainties are forcing family offices out of US equities, diversifying into cash and liquid alternatives, according to BlackRock's annual Global Family Office Survey.
Labor proposes changes to ancillary funds
Labor is proposing several reforms to giving or ancillary funds that include increasing the annual distribution rate and smoothing out minimal distributions over three years.
Australia's billionaire boom branded 'morally wrong' by Oxfam
The ranks of Australian billionaires have more than doubled over the past decade, accumulating wealth at $137 million per day on average - $95,000 per minute, according to Oxfam Australia. Its acting chief executive Christina Muli described this as "morally wrong."
Ironbark acquires family office firm
Ironbark Investment Partners has expanded its wealth business with the acquisition of a high-net-worth and family office firm.
Further Reading
Cover Story
Skin in the game
CARMELO VIOLA
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.
Expert Feed
Founder-led companies: What investors need to know
Founder-led companies have long been a lucrative hunting ground for investors.
Beyond the cheque: High-net-worth families evolving philanthropy
Philanthropic giving, a cornerstone of societal progress, continues to transform. High-net-worth families, increasingly driven by a desire for tangible ...
The great unlock?
Will 2025 be looked back on as the year of the great unlock in private equity? Will portfolio distributions rebound, the exit market become appreciably ...
A living legacy: Gifting and giving
As financial advisers, we spend years working closely with clients to help them build a portfolio of wealth.
