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Castle Point Investment Commentary – October
- Published October 22, 2015 5:35PM UTC
- Publisher Wholesale Investor
- Categories Company Updates
The latest Castle Point Investment Commentary is now available.
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This investment commentary contains three articles:
Quarter in review
Uber-Barbell
Equity market cross road
We start by discussing a rather volatile quarter. In “Uber-Barbell” we comment on insights derived from a recent trip to Perth. In “Equity market cross road” we discuss our views on potential paths for equity and other asset prices.
Company Updates
BlackRock has named the next Economy. What this latest paper means for Private Market Investors.
BlackRock has put a name on something the smart money has been circling for two years. Its digital assets research team calls it the machine-native economy. The thesis fits in one line. AI is machine-native intelligence. Digital assets are machine-native money. Both are built on the same architecture, and they are converging into a single […]
Where’s the beef? Blackstone just answered the AI question.
In 1984, a fast food ad asked a question that became a catchphrase. Where’s the beef? Jon Gray, President of Blackstone, used that line this month in front of global LPs. It is the question every capital allocator is asking about AI. Trillions of dollars are going into chips, data centres and power. That is […]
The Best of Both Worlds: How Omnique Fund is Rewiring Real World Assets via Tokenisation
For decades, the playbook for Australia’s wholesale investors has remained relatively unchanged: pick between the slow-moving, illiquid reliability of tangible assets like property and gold, or chase the frictionless, high-velocity liquidity of public equity and digital markets. But as macroeconomic volatility spikes and a structural housing deficit reshapes private debt demand, sophisticated investors are demanding […]
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