Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Defensive allocations in flux as hybrids exit and volatility rises
As bank hybrids fade and equity volatility returns, the traditional defensive toolkit is shrinking. In this new phase of the cycle, structure and liquidity...
Utilities and toll roads power ahead as infrastructure tailwinds build
Electricity networks and long-dated toll roads are powering infrastructure performance. Structural tailwinds from AI, climate resilience and regulated returns...
Liquidity in private credit: separating promise from practice
As private credit allocations grow, so too do questions around liquidity risk. This piece helps advisers look beyond headline redemption terms to understand...
From inflation to fiscal risk: The new fault lines in global fixed income
In a market shaped by rising fiscal risk and uneven growth, Amundi’s Gregoire Pesques argues that truly global, unbiased fixed income has become a source of...
Asset allocation after the easy decade
In a more volatile and fragmented world, disciplined asset allocation is becoming the primary driver of investment outcomes.
Space X already lifted-off for Pengana
The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....
Breaking the concentration trap: Understanding the comfort of familiar assets and the cost of hidden risks
Many portfolios feel diversified but aren’t, and the hidden cost of that comfort only reveals itself in the next market shock.
Secondaries come of age as Coller joins EQT
The rise of secondaries has been years in the making, but the decision by EQT to build around Coller Capital marks the moment the asset class truly comes of...
Inside the secondaries boom
With secondaries volumes topping US$200 billion, what was once a niche corner of private markets is rapidly becoming a mainstream tool for investors seeking...
Asian listed credit: An engine of yield and liquidity
As traditional income strategies falter, Asian listed credit is emerging as a liquid, underexplored source of yield that fits squarely within a fixed income...
Bondholders beware: The hidden credit cost of funding the AI revolution
A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...
Thematic investing for a fractured world: Where advisers should focus in 2026
As geopolitical, demographic and technological shifts converge, understanding these four macro themes helps advisers build portfolios that are positioned not...
Turning fear into function: Why allocating to volatility can reinforce portfolios
For advisers seeking true diversification and resilience in the face of market shocks, volatility is not a risk to avoid but a resource to harness, an untapped...
Discounts deepen as private equity valuations tighten
Explore how a quiet revolution in private equity valuations, exits and discounts is reshaping risk, liquidity and opportunity in client portfolios.