Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
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- The Inside Adviser
- Tom King
- Tyndall Asset Management Australian Small Companies Team
- Will Arnost
- Yarra Capital Management
From disruption to deployment
Between January and March 2026, the listed software sector shed approximately US$2 trillion in what the financial press dubbed the “SaaSpocalypse,”...
SpaceX, OpenAI, Anthropic: the IPO wave that could shake up your portfolio
As the US IPO market reopens, a wave of mega-cap private companies preparing to list could significantly reprice growth equities, creating major portfolio...
Cash returns to the portfolio toolkit as liquidity gets repriced
Higher rates have restored cash’s relevance, but advisers still need to distinguish between idle capital and purposeful liquidity.
When private markets cross 10 per cent threshold, HNW advice has to change
Investment Trends and Praemium data show alternatives have crossed a threshold in HNW portfolios. The implications for adviser practices reach well beyond fund...
Trade finance: an old asset class finding new relevance
Trade finance, short-term loans that support the cross-border movement of goods, plays a vital role in facilitating global trade flows. And it can act as a...
Australia’s startup ecosystem is world-class. Its policy is not.
Rampersand founder Paul Naphtali says the recurring pattern of ad hoc policy decisions hurting the startup sector is a symptom of a deeper problem: Australia...
Defensive rotation: why listed infrastructure is outperforming global equities
Shane Hurst of ClearBridge Investments explains why listed infrastructure in demand as it outpaces global equities as investors rotate away from volatile tech...
The $2.5 trillion funding gap advisers should not ignore
Trade finance is old, essential and still under-allocated. For advisers, the opportunity starts with a US$2.5 trillion funding gap.
Why the best private markets entry point might be a single deal
FinCap’s Christian Ryan says the combination of a managed account and a direct co-investment channel isn’t just a product decision. It’s a deliberate...
ClearBridge: the best opportunities right now are outside the US
Jeff Schulze says the US equity recovery is real, but the stronger earnings revisions and more attractive valuations right now are sitting outside American...
Emerging markets investors face a more complex AI opportunity
AI is no longer a simple growth story in emerging markets. It is creating semiconductor winners, software casualties and fresh opportunities for disciplined...
Oil shocks hurt markets, but expensive stocks have often fared worse
Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.
AI impact on Australian growth stocks is reshaping market assumptions
The AI impact on Australian growth stocks is beginning to show in valuations and earnings expectations. As artificial intelligence erodes competitive moats,...
The resilient pillars of U.S. currency power
The debate over the future of the U.S. dollar is louder than ever, yet beneath the noise, Franklin Templeton’s Sonal Desai argues the greenback’s dominance...