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
Toll roads, everyday needs offer 'true' inflation hedge
The near $1 billion Martin Currie Real Income Fund has been preparing for an outbreak of inflation since 2021, according to Ashton Reid, Portfolio Manager of...
Some market neutral funds don't live up to promises
Amid ongoing elevated volatility, some financial advisers are recommending that investors hold alternative investments, including market neutral funds, which...
Your guide to contrarian investing
At its simplest, taking a contrarian investment approach means going against current market trends. There are different levels of being a contrarian investor....
Value renaissance set to continue
The move away from so-called 'growth stocks' which began in Q3 2020 is set to continue, with the winter for 'value investing' set to thaw according to Colin...
Private capital flows driving renewable transition
Government policy continues to lag private markets when it comes to the energy transition, with Federation Asset Management's latest deal to buy two battery...
Answering the income call with private debt
This week's Australian inflation shock of 5.1 per cent (annual rate) has all but confirmed what we've been fearing; the cost of living has gone up and that...
'Blatant mispricing' in Aussie bond yields
2022 has been a difficult time for most investors, but for none more so than bond fund managers. The New Year’s resolution of global central banks to...
How late-stage VC provides 'air cover' through market cycles
Demand for venture capital (VC) has soared in recent years amidst expectations for more muted public-market returns. Late-stage VC sits between VC and...
'Safety first' pays off for Ruffer
All fund managers like to talk about protecting capital, but at Ruffer Investment Management, it is a more embedded philosophy than most. The firm was founded...
'You don't need to swing for the fences to get good returns'
The passive vs. active debate remains alive and well, particularly in the larger company universe, where being different to the index is quite a challenge, and...
Passive flows creating opportunity in 'less efficient' global smalls
Global smaller companies, defined broadly as those valued anywhere between $300 million and $5 billion, are offering one of the most compelling valuation...
ETF Securities to launch Australia's first crypto ETFs
ETF Securities and 21Shares have confirmed the launch of Australia’s first Bitcoin and Ethereum exchange-traded funds (ETFs), allowing local investors to...
Property tenants are 'saying one thing and doing another'
“Better lucky than good” explained Max Swango, managing director of Invesco’s Global Real Estate Team when referring to the tailwind that has...
Investing for multiple outcomes central to successful hedging
We spoke with Stephen Coltman, Investment Manager within the Alternatives team at abrdn on the growing importance of portfolio hedging amid growing uncertainty...