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
- Ben Walsh
- Chris Brookman
- Contributor
- Craig Brooke
- Cristina Lee
- David Chaplin
- David Dix
- Dion Hershan
- Drew Meredith
- Emanuel Datt
- Francyne Mu
- George Lin
- Giselle Roux
- Greg Bright
- HMC Capital
- Invesco
- Ishan Dan
- James Dunn
- Jamie Nemtsas
- Jasmine Yeo
- Joanne Driscoll
- Joe Millward
- John Taylor
- Jonathan Pullin
- Jonathan Ruffer
- Jonathon Pullin
- Joss Engebretsen
- Kevin Toohey
- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
- Lisa Uhlman
- Matthew O'Leary
- Michael Armitage
- Michael Block
- Mishan Dahia
- Neuberger Berman
- Nicholas Way
- Nick Hatzis
- Nick Langley
- Nicki Bourlioufas
- 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
The famous Baltic Dry finds its place in the post-pandemic world
With ETF providers offering a slew of products aimed at shipping exposures, the 'esoteric legend' of the Baltic Dry Index still has a place in the hearts and...
High demand for cybersecurity rolls out new investment opportunities
After a string of high-profile incidents, the sale of Australia's largest listed cybersecurity company, Tesserent (ASX:TNT) to French multinational Thales is a...
HMC capitalises on public/private hybrid approach to equity investment
David Di Pilla's listed property group is shaking things up with a fund that combines the best features of private and public investing to create a pro-active...
Defence overtakes offence as portfolio managers seek shelter with recession likely
As the economy tilts toward recession, portfolio analysts are turning towards sectors and companies that handle cloudy conditions better than most. Healthcare,...
Private lending gains public approval as credit conditions tighten and banks lose favour
Private lending is going mainstream as soaring inflation forces mid-market businesses to consider more flexible funding options than the traditional incumbent...
Alternative investments go mainstream and reshape the retirement paradigm
Up until recently, alternative investments were only really open to institutional investors, but with these now available at a wholesale and retail level the...
Crane activity dips but hovers near record high as property outlook stays strong: Thinktank
More cranes signal greater construction activity and point to a sound economic outlook. Property lender Thinktank examines the current skyline and what it...
Is Appen shaping up as a local stock alternative to AI wunderkind NVIDIA?
The meteoric rise of Nvidia (NVDA) parallels generative AI's own stratospheric journey. Dataset provider Appen provides an interesting local proxy stock,...
VC charging as startups grow to scale at speed, but support needed for next phase
Digital transformation, combined with companies staying private for longer, means successful startups are scaling up faster. The next wave of development,...
Capping upside the trade-off for predictable share investing
Strategies that seek to deliver a pre-determined rate of return over a specified period of time are uncommon, but defined-return investing may be finding its...
When real returns are unreal: The public-private performance gap illusion
Comparing public and private market performance can be misleading, according to a new study from PGIM, and CIOs need to look deeper into the data.
Private equity vs public equity: Can you have the best of both worlds?
Private equity may provide outsized returns, but it comes with a liquidity catch. Traditional listed equity investing doesn't, but it has its own drawbacks....
PE's structural advantages put equity markets in the shade: Neuberger Berman
The structural advantages of private equity span every phase of the investment process, Ng told a room full of advisers and associates. During the buy, the...
Active bond managers careful what they wish for
Many end-investors might assume that it is equities managers that are most at risk from whipsawing jerks in market sentiment, but fixed-income managers, too,...