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Ruffer runs against the bulls

A profound shift in the investment environment demands a revolution – not an evolution – in thinking, according to Ruffer. It might be the only way to defy gravity. The analogy that Ruffer uses for investor behaviour over the last 40 years is that of crabs. The humble crustaceans evolved to fill their niche from…

Lachlan Maddock | 5th Nov 2021 | More
IOOF the first to invest in CLO equity strategy

IOOF has become the first external client for a new strategy from Nassau Private Credit, a US-based specialist global credit manager, with a US$50 million investment. The strategy invests in collateralised loan obligations (CLOs) focusing on ‘control equity’, mezzanine and debt tranches of third-party managed instruments. Nassau Private Credit has been represented in Australia by…

Greg Bright | 29th Oct 2021 | More
  • Australia’s role in Martin Currie emerging markets journey

    There’s perhaps only one thing more satisfying for the business people who run big funds management firms than organic growth, and that’s to reward the trust of long-term clients. Around the 10th anniversary of the Martin Currie Global Emerging Markets team, three of the crucial players behind the success of the strategy have reflected on…

    Greg Bright | 28th Oct 2021 | More
    Perpetual takes out Zenith top funds award

    Perpetual Asset Management Australia won three categories in last Friday’s annual Zenith Partners awards, including the top ‘Fund Manager of the Year’. In the other major categories, Fidante Partners picked up the ‘Distributor of the Year’ and Eiger Capital the ’Rising Star’ award. ClearBridge Investments effectively received two awards, that for ‘Infrastructure’, while the firm’s…

    Greg Bright | 15th Oct 2021 | More
  • Different is better in systematic small caps

    The small cap sector has traditionally been the domain of the underinformed and underprepared. But by taking a fundamentals-based systematic approach, Blue Orbit is hoping to change the game. “There’s a real clear gap and an opportunity for us to approach this from the ground up,” said Megan Talmage, Blue Orbit director and portfolio manager….

    Lachlan Maddock | 8th Oct 2021 | More
    Ox sees silver lining in emerging markets sell-off

    While the worst is probably over, emerging markets are still in a tailspin. But the best thing about starting low is that can aim high. For many investors, China’s recent regulatory crackdown has been a waking nightmare. Add on the delta variant, rolling blackouts, and Evergrande, and it’s a little disconcerting to hear Dr Joseph…

    Lachlan Maddock | 1st Oct 2021 | More
    Winston buy secures Coolabah for Pinnacle

    Pinnacle Investment Management has acquired the third-party marketing business Winston Capital Partners, primarily so it can control distribution for one of its affiliates, Coolabah Capital Investments. Coolabah, a $7 billion fixed income credit manager, has had a run of success in the past couple of years, with Pinnacle recently increasing its minority shareholding to 32…

    Greg Bright | 10th Sep 2021 | More