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
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- Dion Hershan
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- Emanuel Datt
- Francyne Mu
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- Greg Bright
- HMC Capital
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- Ishan Dan
- James Dunn
- Jamie Nemtsas
- Jasmine Yeo
- Joanne Driscoll
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- 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
Future fund prepares for worst
One of the most eagerly awaited updates in the investment market is that of the $171 billion Future Fund, Australia’s sovereign wealth fund – and...
Green energy revolution powering a new commodity super cycle
A new commodities super-cycle is underway, with price increases starting to resemble the resources boom that took place during the mid-2000s. During this time,...
The stars are aligning for traditional 'value' stocks
Angela Ashton, founder and director of asset consultant Evergreen Consultants, suggests that TINA – or ‘There is No Alternative,’ to...
Bitcoin: the nonsensical asset that makes sense for now
When a 25-year-old English fund manager with £21 billion (A$37 billion) under management discloses it had made a sizable investment in bitcoin, it is bound to...
Private lending will be key to an economic recovery
Middle market companies contribute close to 25 per cent of Australia’s GDP and employ a similar portion of the population according to consulting firm...
2021 looks bright for global infrastructure
Founder and Senior Portfolio Manager Nick Langley at RARE Infrastructure, now named Clearbridge Investments, has put out a short note outlining the...
Private debt - the new growth sector
It is no longer hype to talk up the growth in private lending. While some metrics on its size are questionable, typically including nearly everything that is...
Equity manager shifts to 'recovery plays' ahead of V-shaped recovery
High conviction Australian equity manager Blackmore Capital has flagged a major shift in its portfolio ahead of what CIO Marcus Bogdan suggests is a...
Australian Unity issues Australian-first MCI
With interest rates at all-time lows, and term deposits lucky to be paying 0.5%, investors have simply been forced to look for alternative income-generating...
Bitcoin builds credibility for a new asset class
The recent surge in the market value of Bitcoin (BTC) has made headlines this holiday season as the underlying structure of the market continues to attract...
Bonds are dead. Long live bonds!
Quantitative easing, negative interest rates, and modern monetary theory (MMT) have all but forced the end of the 30-year bull market in government bonds; or...
Allen Partners brings bitcoin manager to Australia
Due to its open-source ethos, bitcoin has travelled an unconventional growth path. For starters, no-one seems to know who invented it (rumoured to be a...
Can equities still be rewarding in 2021?
In the final weeks of the year, there appear the inevitable reports on what eventuated in 2020, coupled with the near-universal view that 2021 is lining up as...
Federation gets real with SARA
After what has been a busy (and impressive) year for relative new-comer Federation Asset Management, it could have been forgiven for putting the cue in the...