Lincoln Smith | The Return of SPACs, war chests and the IPO alternative

In episode 77, Alex Proimos speaks with Lincoln Smith, senior portfolio analyst and partner at Albourne.

In this episode, we discuss Special Purpose Acquisition Companies (SPACs) have been prominent in the market throughout 2020. We discuss the two broad themes developing, the structure of the vehicles, the difference between the SPAC initial public offering (IPO) versus the traditional IPO, hedge fund and private equity engagement, and common trades (including public versus private). We conclude the conversation by discussing areas of concern, transparency, regulation and other investor considerations.

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Anna Shelley on the investment opportunities of a fragmented world 

AMP chief investment officer Anna Shelley thinks that “pervasive” macroeconomic and geopolitical changes will effect markets for years to come and fundamentally alter the investment landscape for asset owners.   Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of

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