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Specialist investments

March

tephen Panizza, co-founder and head of renewables Federation Asset Management.

Federation plots a path from asset manager to batteries developer

The investment firm is launching a multi-billion dollar platform that will specialise building and operating large, long-duration storage.

January

Metrics co-founder Andrew Lockhart says the firm has been making more equity investments.

Private credit giant Metrics takes on housing project after loan sours

The non-bank lender has taken control of an APH site in eastern Melbourne for about $14 million under revised plans to turn it into a residential development.

An unfinished Bensons apartment block in Armadale. The home builder has entered voluntary administration.

The financier, the developer and the stoush that threatens 1000 units

Bensons Property Group put itself into administration the day a fund managed by Macquarie Private Bank’s former head tipped it into receivership.

Andrew Papageorgiou is a director at Realm and will oversee the listed investment trust.

Realm IPO: $100m raised in cornerstone book

The trust will be among the first of a string of private credit-focused investment funds expected to be listed this year.

Private credit star Metrics is bringing cheap(er) wine to Rockpool

The founder of Metrics, one of the biggest non-bank lenders, has his hands full overhauling Rockpool – and defending the booming sector from its critics.

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October 2024

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”.

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.

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.

September 2024

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.

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.

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.

August 2024

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.

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.

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.

July 2024

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.

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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.

June 2024

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.

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.

May 2024

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.

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.

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