Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
- Alec Cutler
- Anant Kumar
- Andrew Lockhart
- Andrew Wilson
- Angus Hill
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- Chris Brookman
- Contributor
- Craig Brooke
- Cristina Lee
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- Dion Hershan
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- Emanuel Datt
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- Greg Bright
- HMC Capital
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- Ishan Dan
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- Jonathan Ruffer
- Jonathon Pullin
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- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
- Lisa Uhlman
- Matthew O'Leary
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- Michael Block
- Mishan Dahia
- Neuberger Berman
- Nicholas Way
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- Owen Raszkiewicz
- Penny Pryor
- Peter McPhee
- Peter Vala
- Phil Strano
- Richard Quin
- Rob Perrone, Eric Marais & Shane Woldendorp
- Rob Prugue
- Roy Keenan
- Sandy Kaul
- Sophie Bannerman
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
- Tom King
- Tyndall Asset Management Australian Small Companies Team
- Will Arnost
- Yarra Capital Management
Australia’s retirement wave is creating a quiet private equity boom
With 60,000 small‑cap businesses and little institutional competition, Fortitude sees the lower mid‑market as private equity’s true growth frontier.
Infrastructure’s next chapter: investing in the foundations of an uncertain future
Infrastructure is no longer just defensive. Adam Reisler of StepStone Group argues it now sits at the heart of the structural forces reshaping the global...
BlueCastle Capital hits £1bn as Leeds deal boosts UK build-to-rent sector
BlueCastle Capital smashes through the £1bn mark in UK build‑to‑rent investment with a landmark Leeds city‑centre project.
Secondaries are moving from niche to necessary for wealth firms
Once reserved for large institutions, secondaries are now being adopted by advisers seeking greater transparency, diversification, and flexibility in private...
Why equity portfolios are moving global, and further into venture
Escala’s Will Hauser says advisers should focus less on geography and more on earnings growth, while looking earlier in the private market cycle for...
Investing where the world is going: the case for thematic portfolios
For Joseph Sitch, co-chief investment officer at Victor Smorgon Group, thematic investing as the key to navigating today’s shifting global economy, focusing...
Commodities take the lead: DNR Capital’s strategic pivot
Moving away from high-growth sectors such as technology and software, the Australian Emerging Companies Fund is now focused on commodities investment and...
Private markets are expanding, but advisers need to manage the consequences
Atchison’s Kev Toohey says the rise of private assets is changing market structure, investor behaviour and the way portfolios need to be governed.
ClearBridge on why markets could push higher amid persistent fears
As investors fret over stagflation, AI and credit risks, ClearBridge believes today’s wall of worry may be setting up the next leg higher for markets.
Complex products, wholesale clients, blurred lines: the new compliance challenge
Kit Legal’s Catherine Evans says advisers face a growing challenge, not just accessing complex assets, but understanding, governing and explaining them...
Challenger research demonstrates the importance of community for retirees
The Retirement Happiness Index climbed to 69.5, reflecting growing optimism among older Australians.
Specialist Disability Accommodation: from niche to institutional asset class
A national shortfall in Specialist Disability Accommodation is reshaping a once‑niche sector. Structural demand, government-supported income and disciplined...
Finding the real winners in private markets’ biggest themes
AI, ageing and reshoring are powerful themes, but private-markets winners emerge through manager selection, execution, valuation and due diligence.
Investment perspective: oil prices as the key transmission risk
Oil prices act as the conflict’s pressure valve, fuelling inflation, squeezing growth, and reshaping markets, while investors thrive not on prediction but on...