Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Crypto in the shade as ledger technology applications take centre stage: Invesco
Cryptocurrencies may take up most of the headlines, Invesco says, but the real investment potential lies in the technology and the trading platforms behind...
Fixed income finally 'stirring interest' among SMSF trustees
The bond market has never had great investment appeal for Australia's self-managed superannuation funds, but with rising yields improving their proposition,...
Kudos and credit: Thinktank ready to weather the next storm
After cutting its teeth as a commercial property lender during the GFC, Thinktank - thanks to strong strategic relationships and conservative credit policies -...
Term deposits set to reach peak attraction as hiking cycle crests
The average annual interest rate on banks' one- and three- year term deposits has risen to 3.2 per cent from 0.25 per cent over the past year. With markets...
Di Pilla's HMC Capital tops $7.5 billion FUM with large hospital group acquisition
The listed property group formed by former star UBS banker David Di Pilla has gone from a standing start in 2015 to a retail and commercial investment force,...
Decarbonisation push boosts infrastructure outlook - but correlations matter
Diversification is invaluable, and this is especially apparent during times of disruption and uncertainty. Exposure to infrastructure assets can help investors...
If you're buying a bull, buy a young bull
Basing an investment strategy on the goldilocks investment markets of the last 35 years gives rise to considerable risk, writes Michael Block, and now might be...
Tech sector soars as bond yields and banks fall
Despite increased volatility emanating from the banking sector, tech stocks have been supported by falling bond yields on fears the global economy could slip...
Long-term returns data compelling, but systemic approach to small caps required
Small cap investing has considerable upside, which the long-term returns data shows. But many small caps are less than quality grade, and the managers picking...
Company quality is no absolute: Loomis Sayles
Valuing companies and their potential for growth is a slippery, convoluted process. Quality is a key metric, according to Loomis Sayles, but other factors play...
Forget hard or soft, we're in no-landing territory: HMC Capital
With some real asset trading at 20 to 30 per cent below their fundamental value, HMC's David Di Pilla says there are "compelling" opportunities for managers...
Income stocks still a smart defensive play, but look beyond miners and banks
Dividend investing can be a good source of defensive income in volatile times, but changing fundamentals mean resources companies and banks may be the weaker...
Consider wider private credit universe to maximise diversification, returns
At The Inside Network's Alternatives Symposium, Kyle McCarthy and David Lewis encouraged investors to define private credit very broadly to reap the benefits...
SVB damage contained by Fed support, but VC and PE managers count losses
The US Federal Reserve may have guaranteed deposits at the failed bank, but its collapse constitutes a major scare for venture capital outfits and private...