Investor Strategy News

1 day ago | ioandc.com | Duncan Hughes

The nation’s wealthiest and lowest-paid employees are being warned to brace for a superannuation shake-up affecting how much they can save for their retirement. The changes could affect millions of super savers, increase the system’s complexity, lead to lower savings and, in some cases, increase reliance on the age pension, critics warn.

2 weeks ago | ioandc.com | Duncan Hughes

Australia’s private credit funds are more than 30 times larger than regulatory estimates, triggering concerns about the experience and expertise of some providers cashing in on booming private and institutional demand, according to analysis by Zenith Investment Partners. The research found about $60 billion in private credit broadly split between retail and wholesale investors compared with a recent estimate of about $2.8 billion by the Australian Securities and Investments Commission (ASIC).

3 weeks ago | ioandc.com | Duncan Hughes

Investors need to “learn from history” to identify opportunities in volatile global stock markets and the risks of retreating from environmental, social and governance (ESG) standards, according to investment specialists. Their warnings come amid growing fears about stock market turbulence and major regulatory changes that threaten to dilute stakeholder safeguards intended to protect their strategies, they claim.

1 month 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.

1 month 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”.