global markets

The ASX is not Wall Street. A lot of the recent discussion about a style rotation, at long last, putting the value back in value investing, has focussed on the behaviour of US and global markets. A clearer focus on Australia offers a more nuanced, and relevant, analysis. According to a blog posted last week…

Equity Venture Partners has announced the first close for its third fund, at $50 million. The Sydney-based venture capital manager is now working on a final close for the offering. EVP, which has joined with Brookvine and Spire Capital for the next fund raising, is an early stage business-to-business software investor with a 15-year track…

Short and long-term factors are benefitting investors and their managers which have either entered the private markets space or expanded their capabilities. To the chagrin of detractors, Australia’s big not-for-profit funds can hang their hats largely on private markets for much of their outperformance. We all know UK based global manager Schroders is very old,…