Funds management
Soul Patts' takeover bid probably won't succeed, at least under the current proposal, but Perpetual is also unlikely to continue in its current form.
The future of the 137-year-old investment company is uncertain as bidders sense an opportunity to swoop while the chips are down.
The alternative asset manager and private credit giant sees risks across discretionary sectors as interest rates rise. But it's still bullish on marinas.
There were times when the fund manager's high profile directors including Hamish McLennan and John Eales appeared as though they were attending their own funerals.
It’s been a quiet couple of years for public floats in Australia but the ASX is preparing for some big listings next year. Who are the IPO candidates in 2024?
Chicago-based Ariel Investments, which manages US$15 billion, says equity valuations in markets like the Philippines and Vietnam are the lowest they've been in 30 years.
In volatile markets, Abrdn is looking well outside the box.
It has just 20 clients, invests in both listed and unlisted assets and is led by a trio in their 40s. TDM is not just one of Australia's most successful and exclusive funds. It's also one of the most interesting.
Small cap stocks in Australia and elsewhere are trading at their lowest valuations relative to large caps in decades.
Stewart Investors finds more value in companies further along the renewable energy and EV supply chains to find its exposure to the energy transition.
Sydney-based private debt investor Causeway has launched a second credit fund, to buy loans and lend directly to emerging Australian companies.
You can learn a lot about finance from football, GQG portfolio manager Brian Kersmanc says.
Oaktree and Spire Capital are preparing to scoop up great businesses on the cheap.
Two of Australia's investment titans have have expressed markedly different views on one of the biggest topics currently dominating markets.
The Australian Business Growth Fund, led by Anthony Healy, is hitting its stride and building a diverse portfolio of stakes in SMEs.
If you truly believe in a business, you should be able fight for it, says ECP's Jared Pohl.
