Partner: Wilson Asset Management

Recent equity market volatility has presented investors with compelling opportunities to buy listed investment companies (LICs) at a discount to their underlying net tangible asset (NTA) backing.

Wilson Asset Management lay out five dominant themes that will drive markets in 2023.

In a series of video interviews, WAM Alternative Assets (ASX: WMA) sits down with their investment partners to discuss how they work together to benefit their retail shareholders.

The private debt universe is broad, deep and multi-faceted. Investing in private debt comes with increased challenges of complexity, which is rewarded through solid return potential and better liquidity than private equity.

Real assets are tangible and physical assets such as agriculture, timber and may include more esoteric strategies such as fishing rights. Investing in real assets can also be described as harnessing the opportunities within natural resources.

Dania explores the opportunities inherent in private equity, an asset class which gives investors access to entities that are not publicly listed or traded.

As an asset class, infrastructure gives investors strong diversification benefits and access to attractive yield. It also provides exposure to the systems, facilities, essential services and businesses that underpin societal functioning and are often monopolies or have high barriers to entry.

Portfolio Manager Dania Zinurova delves into the fundamentals of alternative assets and the unique opportunities inherent in real estate, infrastructure, private equity, real assets and private debt.

Megatrends are defined as macroeconomic changes we are seeing on a global scale that are transforming economies, businesses and societies. WAM Alternative Assets focuses on four key megatrends including: digitalisation, demographical shifts and ageing populations, climate change and the increasing demand for food.

We are currently in a highly volatile and unpredictable investing environment. In this article the experts, from Wilson Asset Management, share their thoughts on five factors that investors should be thinking about right now and their case for 'alternative asset' investing.

Australia has one of the most transparent and regulated water markets in the world. Water rights form an important part of this market structure, providing the holder of the entitlements with a specified volume storage of water from a particular source for consumptive use. Entitlements vary by State jurisdiction, but they are all transferable and can be valued at the market by observable traded prices.

The global timber investment industry is dominated by North America, which accounts for approximately 70% of institutional investable timberland. The attractions of this part of the asset class are perhaps best summarised by the old market adage, “share prices may fall, but the trees will still be standing”.