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
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- Greg Bright
- HMC Capital
- Invesco
- Ishan Dan
- James Dunn
- Jamie Nemtsas
- Jasmine Yeo
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- Joe Millward
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- 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
House prices to fall more in 2023, but crash not likely
Housing conditions are tipped to remain soft in the year ahead as central banks continue to raise credit costs, but experts still believe an all-out property...
Investors revisiting 60/40 split as slowdown threatens share returns
The traditional 60/40 portfolio mix of shares and bonds may be due a shakeup in 2023, as market participants look to add fixed-income exposure to help offset a...
Why private debt is a better way to get companies to meet ESG goals
While ESG arose in the space of listed equities, private debt managers can be more effective than equity funds or other fixed income investors in getting...
New funds offer wholesale access to infrastructure investments
Increasing government expenditure on social infrastructure is driving huge levels of investment into the sector. There are now several options for retail and...
Fixed income the consensus trade of 2023 as investors get defensive
This year's recalibration of bond prices now reflects the higher interest rate environment, making future returns attractive again for fixed income in 2023 as...
Less millionaires, more money as $5M to $10M investible asset cohort grows
Recent research reveals high-net-worth investors have reduced in number this year while accumulating more investable assets, with this cohort taking a "more...
Recession plus ESG uplift spells 'worry' for REITS: Clearbridge
Speaking on a fireside chat during The Inside Network's recent ESG event in Tasmania, Langley said that while infrastructure assets will continue carrying the...
Forecasts see 2023 house prices at the mercy of RBA policy
Economists agree the outlook for house prices in 2023 is largely dependent on upcoming interest rate decisions by the Reserve Bank of Australia, and signs of...
Smart money is pouring into private markets and away from risk assets
New data from bfinance and Invesco sees Australian investors and sovereign funds reducing exposure to growth assets in favour of private markets
Profit important but cash is back, even during times of high inflation
The British investment firm's current cash weightings have hit historic levels after perceived risks in the global economy moved it to help preserve rather...
Sovereign wealth funds tap external managers for private markets payday
Sovereign wealth funds have hit pause on their internalisation programs as they discover that they aren't naturals at private markets investing. And inflation...
Rental property-based fund highlights bright spot in turning housing sector
While the greater housing market is already reflecting the pain of constricting economic conditions, a new property fund partnership between Trilogy Funds and...
Asset Allocation & Portfolio Construction Symposium Summary
It has become clear that investment returns will be challenging in the coming decade. The focus on intra-sector questions like value versus growth, energy or...
FTX collapse shatters trust in cryptocurrency
The collapse of the fifth largest cryptocurrency exchange, joining a growing list of crypto casualties this year, has raised serious doubts about the asset...