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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- HMC Capital
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- Jonathon Pullin
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- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
- Lisa Uhlman
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- Michael Armitage
- 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
Rethinking fixed income after the year from hell
With both equity and traditional fixed-income investments having exhibited significantly more volatility than most expected, and unfortunately at the same...
What you don't own matters more than what you do
. The confluence of events, which has seen the traditional negative correlation between long duration bonds and equities quickly turn positive, has had a...
Food innovation: Investing to feed our future
I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail...
The role of gold in portfolios as rates increase
There has been no better time to buy Gold than now and that's due to several reasons.
Is this the beginning, rather than the end for the 40/60?
2022 has been a torrid year for both bond and equity markets, but particularly those outside Australia. Following Friday's weak close, the S&P500 is now down...
Block survey reveals Aussies relatively optimistic about Bitcoin
Too much volatility and an uncertain regulatory outlook are the most common reasons for people to avoid Bitcoin, though Australia ranks higher than the UK,...
Fiduciary mindset, nuance key to success in real estate
Many people at the top of funds management travel around the world to work in various locations, to build a career.
"We are in a different world" where industry dynamics will drive returns
"We spend the majority of our research time on understanding industries," explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting...
Global X surfs ETF wave into Australia
As with everywhere else on the globe where they've been introduced, exchange-traded funds (ETFs) have grown like crazy in Australia.
'Era of structural inflation' will require change of approach
‘An era of structural inflation is upon us” explained Con Michalakis, head of investments at Statewide Super, speaking at The Inside...
Infrastructure is 'not just a bond proxy'
There is a common belief among the investment community that infrastructure and other real assets are little more than a "bond proxy".
Market neutral strategies come to the fore amid volatility
Absolute return or 'market neutral' equity strategies as they are widely known, may well be one of the most difficult approaches to understand for many...
Active v passive debate more relevant than ever
As global share market volatility becomes the norm, active fund managers argue their expertise is needed to help protect against losses and deliver robust...
'Analyst vacuum' an enduring alpha opportunity in small caps
Australian portfolios are not appropriately positioned for the risk and reward on offer from the multitude of asset classes and sectors available, contended...