Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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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...
Beyond the magnificent seven: where advisers should look next
Arrow Private Wealth's Ryan Synnot says advisers should look past obvious AI winners to old-world re-raters, venture capital and the defensive yields now...
Forget the mega-caps: the real AI money is flowing somewhere else
Ellerston Capital bets on AI infrastructure as the bottleneck shifts to physical assets, where overlooked small-caps provide the raw power and data center...
Private equity is no longer a category call
MLC’s Rachael Lockyer says private equity outcomes now depend far more on manager selection than broad asset allocation.
The next great technology winners may be built long before public markets can access them
StepStone’s Phil Cummins says technology’s biggest value creation is increasingly happening in private markets, and that has major implications for how...
Private markets need more scrutiny than the sales pitch suggests
Genium’s Tim Murphy says advisers need to look far harder at structure, incentives and product design before embracing private market funds.
Is the 60/40 portfolio still relevant in 2026?
For decades, the traditional 60/40 portfolio has been a reliable foundation for investors seeking a balance between growth and stability. But is it still...
Geopolitical shock, AI disruption and a case for Australian bonds
Bentham's Richard Quin has cut high-yield exposure to record lows and is making a pointed case for Australian bonds. Here is how the firm is navigating two...