James DunnJames

1 month ago | insideadviser.com.au | James Dunn |Drew Meredith |James DunnJames

One of the biggest challenges in alternative investing is defining what qualifies as an alternative. Traditional asset classes—equities, bonds, and cash—are well understood, but alternatives encompass a wide array of investments that defy simple categorisation.

1 month ago | insideadviser.com.au | James Dunn |Jamie Nemtsas |Drew Meredith |James DunnJames

The dominance of private credit, the resurgence of hedge funds, and the search for new sources of diversification have sparked intense debate. Should investors embrace illiquidity for the sake of higher returns? How do they distinguish genuine innovation from opportunistic band-wagoning? A shifting investment landscapeAndrew Garrett, investment director at Perpetual Private, reflects on the unexpected resilience of markets over the past two years.

2 months ago | insideadviser.com.au | James Dunn |James DunnJames

Barwon Investment Partners’ Healthcare Property Fund speaks in its marketing material of how it focuses on specialist healthcare assets, and the differentiated investment exposure these offer, resulting in low correlation with other property sectors. This suits an investor looking for a truly defensive holding, says the fund manager, with Australia’s growing and ageing population driving strong demand for healthcare services, demand that is largely unaffected by the economic cycle.