Investor Strategy News

1 week ago | ioandc.com | Duncan Hughes |Penny Pryor

Family offices are expected to help drive a four-fold global growth in the use of evergreen funds investing in private equity and credit to nearly $AU65 trillion over the next decade, according to Hamilton Lane, a US-based alternative investment company with about $AU1.6 trillion under management and supervision.

4 weeks ago | ioandc.com | Nicholas Way |Duncan Hughes |David Chaplin

It was only one line in Opposition leader Peter Dutton’s (pictured) Budget reply speech, but it ensured that allowing younger Australians to dip into their superannuation savings to buy property will be a frontline issue at the election. Dutton recommitted an incoming Coalition government to allow eligible first-home buyers to access up to $50,000 of their super for a home deposit “because it is better to get into a house sooner”.

4 weeks ago | ioandc.com | Duncan Hughes |David Chaplin

Listed Australian commercial property funds, which outperformed the S&P/ASX 200 index in 2024, are better positioned to weather market volatility with institutions putting improving valuations and development opportunities under the investment microscope, according to fund managers and analysts. For overseas players, a weaker Australian dollar is a bonus, they add.

4 weeks ago | ioandc.com | David Chaplin |Duncan Hughes |Nicholas Way

Global regulators are racing to stay ahead of fast-developing artificial intelligence (AI) technology as it floods into financial markets with innovative tools, according to a new report. The International Organisation of Securities Commissions (IOSCO) study says that just four years after its first take on the tech “it is clear that the growing use of advancements in AI potentially give rise to new or increasing issues, risks and challenges that will need to be closely monitored by regulators”.

1 month ago | ioandc.com | Duncan Hughes |Nicholas Way

Retail super funds, which have $789 billion in funds under management and six million accounts, have posted their first year of positive net transfers in a decade, according to the Australian Prudential Regulation Authority (APRA).