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Brilliant Investment Thinking by Advisers for Advisers.
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A great way to play the booming natural gas market

Longreach taps into the LNG market supported by projects in Texas & Oklahoma.

The changing face of fixed income

Bill Prendergast discusses the role of fixed income and its role in portfolios today.

Infrastructure companies deliver the goods

Listed infrastructure companies provide a powerful hedge against inflation.

What are you missing in fixed income portfolios?

The events of 2022 have brought the fixed income and defensive allocations of multi-asset portfolios back into the spotlight.

'When bonds didn't act like bonds'

The 'unorthodox' policy of quantitative easing has been central to the excesses in markets, says JP Morgan's Liang.

The golden rule of government bond investing

As one can expect, there was a lot of volatility in US Treasuries during this period, making it a challenging time for analysts.

Benign risk of default drives credit opportunity

History has shown that investing into bank loans and credit markets at or near current valuation levels has delivered high single digit and double digit...

Midyear Outlook: Income arrives in many shapes and sizes

Income arrives in many shapes and sizes     The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties...

Private equity continues expansion into mass affluent

Private equity (PE) has continued to stand out as an asset class amid the pandemic but particularly in light of the significant selloff in growth stocks that...

Tailwind for private lending is just beginning: Pallas Capital

Australian CPI numbers were released this week showing a 6.1 per cent increase in consumer prices, the fastest pace in 30 years.

With short-term investors heading to the exit 'opportunity' arises in small caps

Australia's leading ethical investment firm, Australian Ethical, has been among those to bear the brunt of the at times 'brutal' sharemarket selloff that has...

'Categoric repricing of risk' in credit markets open opportunity

Having just experienced one of the weakest periods for credit and fixed income markets since the GFC, "now is the time" to step back into the asset class...

Invesco Inclusive: Getting REAL

With inflation emerging from a long slumber to become a giant bugbear once more for the global economy and investment markets, investors are intensifying their...

Private markets remain key to income, diversification

News that Australian Super had reported a negative return of just 2.7 per cent for the FY22 financial year likely came as a surprise to many.