Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
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- Tyndall Asset Management Australian Small Companies Team
- Will Arnost
- Yarra Capital Management
European equities offer the last bastion of value
As concerns grow about record-breaking US and Australian equity market valuations, the nascent recovery in Europe is opening opportunities for value seeking...
Bond market volatility to rise, high yield attractive
Fixed-income investors, all investors for that matter, should be prepared for ‘higher market volatility’ for the remainder of 2021, according to...
'Wash and clean' equity portfolios as valuations spike
The now not-so-new ETFs that follow well-known indices have been a hugely welcome introduction. One does not have to debate the inexplicable underperformance...
Harnessing the duration effect to look beyond short-term noise
Semiconductor equipment manufacturer ASML, paint and coating company Sherwin-Williams, and payments company Mastercard are examples of stocks which possess the...
Successful growth investing demands clear focus
How difficult is it to be a successful growth manager in today’s turbulent markets? Let’s hear from Francyne Mu, a portfolio manager of the...
Transparency demanded in private markets; why make it so hard?
Why make it so hard? Occasionally, maybe even frequently, we come across investment strategies that are unexplored or even unknown. Naturally, the first port...
Goodbye Mr. Bond
Multi-asset manager Ruffer LLP’s Rory McIvor tells the story of when he sat at Ruffer’s Victoria Street office in London, five years ago, across...
Pandemic shift turns 'temporary' into structural growth
The value renaissance has been the topic du jour in the financial press since the vaccine-led recovery began in November 2020. After decades of...
Spotting an authentic sustainable investment product
In recent years there has been a large increase in the number of ESG-related investment products on the market, fuelled by increasing demand from consumers who...
Central to the problem, but key to the solution on climate
It is clear that ESG is more than a buzzword; ESG considerations are influencing more investment decisions by the day, but many are naturally questioning what...
Cryptocurrency emerging as hedge against looming inflation
As the Covid-19 pandemic continues to rattle global economies, cryptocurrency — and its most popular “coins,” Bitcoin and...
Financial advisers driving ETF adoption
BetaShares and Investment Trends released their latest ETF Report, a quantitative study of the financial advice industry based on the responses of around 800...
Courage required in the search for growth amid thematic boom
Themes and long-term investing go hand in hand with wide divergence between the merits of ETFs and active funds. A recent plethora of appealingly named ETFs...
'Consensus is the opportunity' in global small caps
‘Consensus is dumb’. These were the closing comments of leading global small and mid-cap (SMID) equity manager Ned Bell at the recent Inside...