Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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It's quality time for global equities: Yarra Capital
Investors will need to adjust their expectations (and portfolios) to account for higher for longer interest rates, slower economic growth, stickier inflation...
Unloved value stocks primed for outperformance: Pzena
Rising interest rates and elevated stock multiples have brought down the equity risk premium and created a highly advantageous environment for value investors,...
Claremont Global lists active ETF versions of popular high conviction funds
With over 2 million Australians invested in ETFs and every second SMSF holding them, it's little wonder managers are keen to launch active ETF versions of...
Small caps set for resurgence with softening of inflation: Atchison's
Toohey notes that on top of softening inflation, small caps will also be buoyed by enhanced consumer sentiment and a better lending environment. "The sector...
Australian Ethical zeroes in on energy transition with new infrastructure debt fund
Australian Ethical's partner in the new fund, Infradebt, is an ubiquitous presence in Australia's energy transition movement, having funded 40 renewable...
Covenant-lite loans 'like driving a car without a steering wheel': Epsilon
A business may appear to be robust, but a savvy lender that is responsible for the capital of its investors needs to be constantly across the mountain of...
The bond market resurgence: 2023's top Australian bond managers unveiled
One domestic bond manager stands out when measuring over both one and three year terms, according to the latest data from the Atchison Consultants approved...
HMC Capital looks to mirror healthcare sector success with property focus in 2024
HMC Capital has demonstrated how effective its active engagement strategy is with the success of the Sigma/Chemist Warehouse merger. Now David Di Pilla and his...
Australian Ethical to 'push more' across asset classes in search of greater market power
The CIO of the $10 billion Australian Ethical wants to triple its funds under management by 2030. Getting on that growth trajectory could mean offshore...
Innovation should be the engine of equity portfolios, especially in 'powerhouse' Australia
As central banks signal that global economies may have reached a tipping point and the inflation cycle may soon retreat, investment teams need to refocus on...
Securitisation stays strong through market turmoil, propped by non-bank lending growth
Even the RBA is extolling the virtues of the role non-bank and private lenders play in Australia's financial ecosystem, with the sector providing investors...
Equity market concentration and the value of spreading across styles
Investors remain concentrated, with most active assets in growth-style funds and passive assets concentrated in giant US technology shares. With valuations...
The leaderboard: Top 5 growth alternative managed funds
Atchison Consultants weighs up the three-year performance of five top ranked managed funds in the growth subset of the increasingly in-demand alternatives...
Defensive 'alt stars': 5 funds outperforming over 3 years
In this column we take a closer look at the best performing funds in some of the most popular asset classes, with the aim of providing insight and support for...