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Introduction It feels like we are stuck in the twilight zone. In 2023, investors oscillated between believing inflation was sticky and economies were heading for trouble, and the perfect scenario where central banks had engineered a beautiful ‘soft landing’ with inflation …
Fixed Income is back in vogue. For many years until the end of 2021, we saw extremely low (and even negative) interest rates. But since early 2022, central banks around the world have dramatically increased rates as part of the fight …
The investment world post 31 December 2021 entered a distinctly different phase, with the realisation that rampant inflation was going to lead to a substantial rise in interest rates. This has impacted most asset classes, however commercial real estate, unlisted property …
We’ve previously written about how the 14-month period from 31 January 2020 to 31 March 2021 provided the perfect opportunity to assess whether your fund manager has done a good job. That’s because January 2020 was the last monthly high before …
Key Details Fund: Ironbank Karara Market Neutral Fund Manager: Karara Capital Fund Type: Retail Unlisted Fund Invests In: Australian REITs and equities using a market neutral strategy.Key People: Andrew Smith Investment Focus: The Fund aims to generate absolute returns in line …
Key Details Manager: Tribeca Global Natural Resources Profile date: January 2020 Fund: Tribeca Global Natural Resources Limited (ASX: TGF) Fund Type: Listed Investment Company (LIC) Invests In: Resources and commodities related equity and direct credit. Key People: Ben Cleary and Craig …
A concentrated portfolio of small and microcap Australian companies from a manager with an outstanding track record. Affluence Member content. Select “Members” from the website menu to login or register.
A residential property investment that can produce reasonable cash returns.
A truly alternative investment that has produced strong returns over a long period.
A misunderstood alternative asset LIC trading at a significant discount. Affluence Members only. Log in or register from the Members page to access this content.
Key Details Fund Profile date: August 2019 Manager: Unibail Rodamco Westfield Fund: Unibail Rodamco Westfield (ASX: URW) Fund Type: Listed REIT Invests In: Premium Global Shopping Centres Investment Focus: One of the premier global shopping centre owners in the world. Risk …
A truly different long/short manager with an outstanding track record.