NewsBite

Specialist investments

October

Danish Aleemullah speaks at the Australian Financial Review Energy & Climate Summit in Sydney.

Why investors still have ‘great opportunity’ on the net zero path

Despite higher interest rates, foreign currency fluctuations and commodity price volatility, investors still see Australia as set for “a rapid amount of growth”.

  • Ronald Mizen
Pathzero co-founders Charbel Ayoub and Carl Prins in Sydney. Their Pathzero system allows asset owners to discover energy transition risks lurking in their investment portfolio.

Emissions tracking tool a winner for super funds and Pathzero

Aware Super and Hesta use Pathzero software. So do 600 fund managers. It’s already the world’s largest data sharing network for private market carbon emissions.

  • James Eyers
ASIC has licensed FCX to create an end-to-end market for unlisted private capital.

FinClear nabs licence that could threaten ASX’s monopoly

Regulators have cleared the way for the Magellan Financial-backed company to allow shares in private companies to be traded with blockchain technology.

  • Updated
  • James Eyers

September

Gabriel Roure with the Nike Air Yeezy Red Octobers he sold for $45,000.

An Australian billionaire paid $45,000 for these sneakers

Sneakers, handbags, watches, number plates, sports cars. If you like nice things, and to signal your success to the world, there are clever ways to invest to ensure your assets keep gaining value.

  • Michelle Bowes
Is private credit bringing trouble?

Is private credit becoming the next subprime crisis?

Investors need to consider whether they are getting sufficient additional returns for the risks that debts issued by unregulated non-bank lenders present.

  • Christopher Joye
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Success signalling consumption is a wealth depletion trap.

Earning big money but still broke? It could be lifestyle creep

Routinely splurging on luxuries can leave even very high earners drowning in debt. Three ways to set yourself free.

  • Michelle Bowes

August

Fund manager Chris Heller toyed with the idea of putting $10 million into an alligator farm.

The hunt for truly diverse investments – from alligators to concrete

With regular asset classes increasingly correlated, wealthy investors are looking to some esoteric choices.

  • Alan Livsey
Christian Stracke, president and global head of credit research at Pimco, says investors are moving into more asset-based financings.

Billions in private capital increasingly exposed to soured loans: Pimco guru

Christian Stracke, the firm’s global head of credit research, said investors are leaning towards new forms of private capital, particularly asset-backed deals.

  • Aaron Weinman
Norman Zhang

Why the rich are decarbonising their portfolios

Wind and solar may have disappointed, but wealth managers see opportunity in areas such as waste management and disability housing.

  • Joanna Mather

July

Quintis Group had large plantations of Indian sandalwood trees in WA and the NT but collapsed for the second time in six years.

End of the road comes in two-decade saga over sandalwood group Quintis

The company once known as TFS Corporation will be split up and liquidated after KordaMentha failed to find a buyer for the entire business.

  • Simon Evans
The money’s come out of reinsurance markets, but that’s been good for those left behind.

This super fund is cashing in on climate risk

Insurers love telling us how hard and expensive it is to get reinsurance, so it is good to see an Australian super fund - MLC super - making money from it.

  • Anthony Macdonald

June

L-R: Richard Hunt, Steve Hawkins and Ian Holmes have reunited to launch a new corporate advisory firm, Denison Partners.

Ex-UBS trio joins crowded investment banker space with new M&A firm

Denison Partners, the latest start-up advisory outfit, will leverage the bankers’ experience in real estate, funds management and financial services.

  • Aaron Weinman
Paul Xiradis co-founded Ausbil in 1997 and has led it to become a $17.8 million investment powerhouse.

Ausbil’s Xiradis more bullish than most on ASX growth stocks

The 45-year market veteran is considering whether to back Guzman y Gomez’s IPO, saying the fast-food chain will “capture the imagination” of investors.

  • Alex Gluyas

May

Debt recycling is a strategy used by the rich to get richer.

How the rich use this tax strategy to get richer

For many people, debt is a scary word. But debt can help build wealth so long as you’re careful about it.

  • Michelle Bowes
David Atkin is chief executive of the Principles for Responsible Investment, a UN-backed lobby for socially responsible investing.

‘Every country is worried about what’s happening in the US’

ESG champion David Atkin runs a global organisation with 5300 signatories that manage a total of $US121 trillion – about half of global funds under management.

  • Ben Potter
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April

Greg Coffey is the founder of Kirkoswald Asset Management. He says his investment approach has changed significantly since he was younger.

Greg Coffey is back, but he’s ‘no longer taking big swings’

The Australian hedge fund manager known as the Wizard of Oz has an estimated fortune of $989 million. He says his approach has changed since his younger years.

  • Matthew Cranston

Bronte Capital bets big on more companies going insolvent

Founder John Hempton has told investors that its “very secretive” strategy could make up 40 per cent of its book. Some 900 Australian companies collapsed in February.

  • Joshua Peach

March

Herbert Smith Freehills partners Elizabeth Henderson (pictured) and Clayton James analysed views of local start-up founders.

Tech founders ‘delusional’ about falling company valuations

Seasoned investors have warned that entrepreneurs are delusional after a new study found most were confident of raising capital this year at higher valuations.

  • Paul Smith

February

Watch collector

How to pass on a prized collection to your kids

Precious collections of art, furniture, wine and watches are increasingly part of inheritances. What’s the best way to pass on these assets?

  • Bianca Hartge-Hazelman
trader

Death of the star stockpicker: Investors pull $230b from hedge funds

Clients are tiring of managers’ poor returns in bull and bear markets.

  • Costas Mourselas

Original URL: https://www.afr.com/topic/specialist-investments-hvt