NEWS & INSIGHTS
Quality is key in an ‘oversold’ A-REIT sector
The sell-off in property has opened up some good buying opportunities in quality and alternate Australian Real Estate Investment Trusts...
Australian Equities Fund Portfolio & Investment Update
CIO & Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season. CPD points applicable for...
WHEB wins Impact Manager of the Year at the LAPF Investment Awards 2021
WHEB Asset Management has won ‘Impact Manager of the Year’ at the LAPF Investment Awards 2021. WHEB is a global leader...
Private equity’s role in a well-constructed portfolio
The original article was published in firstlinks 24-March-2022, and is available HERE The $200 billion Future Fund is not alone...
Russia, Risk, and Decision-Making
Our investments in Russia have not resulted in good outcomes for our clients. But do those outcomes point to failures...
A new source for private equity
In the past, private equity funds were solely the preserve of institutional investors with long lock-up clauses and minimum investments...
Where this $100b private equity guru is hunting
Fred Pollock, of US private equity firm GCM Grosvenor, says bargain hunting in a tumultuous environment can be a trap....
Armaments and ESG
By Victoria Maclean, Associate Fund Manager, Pengana WHEB Sustainable Impact Fund Excluding defence companies has long been common practice for...