The attractive returns that private equity (PE) has enjoyed for the last few years are set to collide with skyrocketing inflation as another business cycle draws to its close.
Not-for-profit (NFP) investors are keen to jump into the private markets, but are being held back by the complexities of manager selection and concerns around cost.
Allocations to unlisted property, diversified fixed interest, Australian and international shares had the greatest impact on whether an option passed the test or not.
The old ideological battlelines are being drawn up once again in preparation for three more years of fist fighting over Australia’s retirement savings.
Chicago-based V-Square Quantitative Management has expanded its separately-managed account platform with the launch of its Global Equity ESG Materiality and Carbon Transition Indexed Strategy.
“There was either delusion in that respect or they didn’t want to look or they didn’t understand. I think it caught most people by surprise. Anybody who says they saw it coming – that’s very rare.”
Consolidation among superannuation clients is changing the nature of Citi’s business with them, and increased appetite for nation-building in Australia means plenty of opportunities in private markets.
Canva was the poster child on the way up, and it’s the poster child on the way down. PE might get harder from here, but for Australia’s biggest investors it’s almost always worth it.
Any time you get great valuations, “it’s always messy”. But the indiscriminate sell-off in growth small caps presents the best buying opportunity since 2008. “Historically, people think of small cap growth as the wrong place to be in a rising interest rate environment – and it is, when people first start to think about a…
The world’s most transparent sovereign wealth and pension funds have returned “disappointing results” as the drop in bond and stock prices finally kneecapped a decade of growth.
