The finance industry
Challenges confronting the mega funds
Imagine a multi-a et fund manager li ted on the ASX It’ been ucce ful for decade by mo tly inve ting in Au tralian equitie , bond and li ted...
Read more | 6 min read
The finance industry
Are markets broken?
Earlier thi month, famed US hedge fund inve tor David Einhorn gave one of the more fa cinating interview I’ve heard in recent year For tho e...
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The finance industry
Diversified Fund Managers Versus Boutique Large-Cap Australian Equity Managers A brief overview of the last 15 years.
Au tralia’ compul ory uperannuation regime ha provided fertile ground for tartup inve tment management firm over the la t 30 year With the...
Read more | 7 min read
The finance industry
Banking on value
We could have opened with a quote from a famou value inve tor like Benjamin Graham, Warren Buffet, or Charlie Munger But let’ take a more modern...
Read more | 5 min read
The finance industry
Can you trust the valuation of super funds?
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The finance industry
Silicon valley lessons from silly con game reflections
A equity inve tor , we make two ob ervation from the recent Silicon Valley Bank, or SVB, collap e in the US The fir t i that danger of...
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The finance industry
Is your industry super fund too illiquid?
De pite the very long-term nature of the Au tralian uperannuation y tem, inve tor can move between option and uper fund on a daily...
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The finance industry
In an uncertain world, how defensive are bonds?
In mo t quarter , the government bond of credit worthy countrie are con idered afe and defen ive a et But a with any a et cla , except...
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The finance industry
The weird end of Credit Suisse: Do stocks outrank hybrids now?
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The finance industry
[VIDEO] Banks to emerge as the rate hike winners: Morningstar
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The finance industry
Can you trust industry super fund valuations?
The Au tralian Prudential Regulation Authority' recent commitment to update SPG531 – Valuation cannot come oon enough The financial year-end...
Read more | 4 min read
The finance industry
Australia’s Finance Industry Again Demonstrates the Failings of Its Portfolio Holdings Disclosures to Fund Investors
At a time when the Au tralian Prudential Regulation Authority i calling on Au tralian uper fund tru tee to improve the frequency and methodology...
Read more | 4 min read
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