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5 reasons to like alternatives giant KKR

The barbarians of buyouts have become the angels of alternatives: KKR is now one of the world's dominant alternate asset managers. Many investors are underestimating the vast opportunities in KKR’s addressable markets.

How digital tokens will revolutionise investing

Investors frustrated by tedious fund application processes may benefit as asset managers look for ways to enhance their proposition and profit. Digital tokens are the next big thing as a way to represent ownership.

New eBook: the best part of my fund's investment process

We asked about 30 fund managers to consider their entire investment process and drill down into what drives the most success, asking: “What part of your investment process has contributed most to identifying winners?”

The best part of my funds investment process

We asked about 30 fund managers to consider their entire investment process and drill down into what drives the most success, asking: “What part of your investment process has contributed most to identifying winners?”

In portfolio construction, actions speak louder than words

Portfolio construction requires actions, not just words, based on expected returns, volatility and correlations. We have not seen sufficient pain to believe we are at the bottom of the equity cycle.

What are local and global investors doing in 2022?

While ETFs and passive funds continue to attract flows, the move in the June 2022 quarter is to Australian equities and fixed interest. Local investors have reduced the impact of larger falls in global markets. 

Using past performance is a risky way to invest

We often assign quality in investment choice by historical returns, backed up when we see fund flows directed towards such historically well-performing funds. This is a mistake made by investors and regulators.

Is the golden era for active fund managers ending?

Most active fund managers are the beneficiaries of a confluence of favourable events. As future strong returns look challenging, passive is rising and new investors do their own thing, a golden age may be closing.

Building portfolios: diversification without the heartburn

An efficient diversified portfolio might include unfamiliar assets with short-term volatility. It's important to focus on a comfort level to attain the long-term benefits of diversification in a portfolio.

Five ways to check attribution by active managers

It’s worth deciphering how active 'active managers' are, whether their outperformance is sustainable, whether they cancel each other out and whether they are true to label. Know what you're paying for.

Fairer performance fees for limited-capacity managers

Big super funds are often crowded out from microcap opportunities due to limited capacity, leaving an opportunity for smaller funds and other investors provided the performance fees are fair.

Should we exclude companies purely on ethical grounds?

General principles previously governed ethical investing, but both fund managers and clients now accept the more hard-nosed approach of eliminating certain companies from portfolios.

Most viewed in recent weeks

Australian house prices close in on world record

Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

Getting rich vs staying rich

Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.

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The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
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