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
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- Craig Brooke
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- Francyne Mu
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- HMC Capital
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- Ishan Dan
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- Jonathon Pullin
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- 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
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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
The driving force behind a metal super-cycle
The global shift towards decarbonisation is happening and accelerating at a rapid rate, to ensure the removal and reduction of carbon dioxide in the atmosphere...
Property - the new frontier of thematic investing
Thematic investing has been among the most powerful and popular trends in the last several decades. The idea of identifying the next Apple or Amazon is one of...
'Crisis alpha' becoming more valuable than ever
There is little doubt that advisers and asset allocators around the world have been rapidly researching which investments have performed best in periods of...
Even a small Bitcoin allocation can help portfolio, says Nickel Digital
With Bitcoin’s mainstream acceptance and Australia’s push to form a framework around cryptocurrency, it raises the question as to whether...
Blackmore Capital has sold two positions to partially fund two new stocks
Blackmore Capital’s chief investment officer (CIO), Marcus Bogdan, provided a rundown on sectors that look attractive following the January sell-off....
Janus Henderson launches Decarbonisation Index
At the COP 26 UN Climate Change meeting in Glasgow last November 2021, parties came together to accelerate action towards the goals of the Paris Agreement and...
In search of the ultimate inflation hedge
Whilst insurance companies are typicalled considered “technical, mundane and incredibly boring,” Ed Waller and his team at Yarra Capital...
Alceon rides tailwinds to deliver for yield-conscious investors
Investor awareness of the private debt sector is growing, and will only grow more as the dedicated funds in the marketplace continue to rack up strong...
'Hybrid alternatives' the future for 40/60 portfolio
Leading investment bank JP Morgan recently released its 2022 Global Alternatives Outlook, which seeks to understand the key trends and risks facing investors...
Emerging market allocations poised for long-term success
Martin Currie has released its Global Emerging Markets 2022 Outlook research note, which gives investors enough reasons to be invested in 2022 and what to...
The death of the 40/60 is overstated
The 40/60, or balanced, portfolio has seen a growing stream of eulogies as “experts” the world over suggest it is broken. The reason, they surmise,...
Opportunities in Private Debt
Investors seeking alternatives to high-priced equity and low-yielding fixed income investments are increasingly turning to Australia’s private debt...
Infrastructure in 2022: Defensive Growth, or Just Defense?
The surprises over the last 12 months should give some indication of the significant uncertainty facing investors in 2022, with forecasts for global GDP growth...
Rare diversification and growth in emerging Agri Property fund
Specialist alternatives investment research firm Evergreen Consultants has released a research report on AAM Investment Group’s Diversified Agriculture...