Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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In active equity investing, process and humility may matter more than certainty
Invesco’s Andrew Hall says the best investors are not the most certain: they are the most disciplined about process, psychology and knowing what can go...
In private credit, the winners may be the managers built for tougher markets
Blue Owl’s Logan Nicholson says the current market is creating better opportunities for private credit, but only for managers with disciplined underwriting,...
Contracted, essential, resilient: the case for infrastructure in uncertain markets
Brookfield’s Chloe Berry says the best assets are essential, contracted and built to outlast market noise.
Private equity’s edge lies in discipline, access and execution
Roc Partners’ Michael Lukin says the real opportunity sits in overlooked businesses, not crowded markets.
Private equity’s next edge will be operational, not financial
Alceon’s Zac Midalia says the next winners in private equity will combine traditional dealmaking with AI-led operational change.
Why public fixed income may be better positioned than many investors think
Capital Group’s Manusha Samaraweera says public market fixed income is offering a more compelling mix of income, resilience and diversification than many...
For advisers, the alternatives challenge is now operational
As alternatives move further into client portfolios, platforms are being asked to solve research, execution and transparency challenges.
Private equity’s evolving playbook: why discipline still matters in a crowded market
For David Chan, portfolio manager at MLC Asset Management, the challenge in private equity goes beyond picking assets, it’s about mastering governance,...
Why private credit’s newest opportunity may lie in what others need to sell
Pantheon’s Victor Mayer says credit secondaries are coming into their own as liability mismatches, leverage and gated vehicles create a new source of...
Amundi posts record inflows as ETFs, fixed income lift 2026 start
Europe’s largest asset manager posted its highest quarterly net inflows in four years, lifting assets to €2,398bn, a result Valérie Baudson says proves...
Alternatives research gets harder as private markets open up
As alternatives move further into client portfolios, advisers need to understand the structure, liquidity and governance behind each strategy.
Managing liquidity and longevity vital for retirement
Richard Quin highlights how retirement portfolios are being reshaped by liquidity pressures, inflation, and sequencing risk with fixed income reclaiming its...
Beyond direct lending: the growing opportunity in asset-based finance
Private credit is expanding rapidly, but its scope goes far beyond direct lending. Owen Libby of Blue Owl Capital argues that the real opportunity lies in...
Structural under-investment in mining underpins 70 per cent return for Gorozen’s maiden Australian fund
After a decade of underinvestment, commodity markets may struggle to meet rising demand, giving advisers a sharper inflation hedge to consider.