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
Public insights on private credit
As upper middle market private credit quietly loads up on PIK toggles and weaker covenants, this op-ed shows advisers how the risk/return balance is really...
Secondaries before primaries: Tailoring private markets for wealth clients
The attraction of private equity secondaries is becoming more widely understood by investors: investing years after the primary portfolios' inception avoids...
Industrial property’s long-term fundamentals remain ‘sound’
This real estate sector has been the leader of the commercial pack in recent years – and there’s plenty of evidence to suggest this stellar investment...
The overlooked complexities of alternatives – and how independent advisers can close the gap
Independent advisers are expected to evaluate increasingly complex strategies, with confidence; yet many simply don’t have access to the resources they need...
India’s economic pivot: The wide implications for asset allocation
India’s policy-backed transformation, improved market access and a broadening domestic investor base, makes a dedicated India sleeve a pragmatic way for...
Looking for growth? Then stay away from the S&P/ASX20
Where the US sharemarket index is concentrated in the "magnificent seven," in Australia, it's more like the "broken blue chips." The notion that you can...
AI, infrastructure, commodities and the investment case ahead
AI is now deeply embedded into society, and it represents the early stages of a long-term capital formation cycle, not a cyclical opportunity. However, a...
A living legacy: How institutional investors use credit to build intergenerational wealth
Most structured credit investments pay monthly, quarterly or semi-annual income. With loans typically floating-rate in nature, investors also gain some...
The great equity illusion: Markets, madness and the passive party
There is an old belief in investing that fundamentals eventually matter. Cash flows, valuations, business models and the steady arithmetic of earnings growth...
When the game is already half over: The strategic case for secondaries
The case for secondary investments versus primary investments in private equity often hinges on a simple difference: in secondaries, the investor has had a...
Public credit’s quiet revival: Why investors are reassessing the balance
There is renewed interest in Australian public credit: flows are increasing as investors seek diversification after a period of heavy allocation to private...
Gold: The quiet repricing of trust
Gold’s rally isn’t about price or panic. It’s about trust. As central banks quietly rebalance reserves, they’re signalling a deeper shift in how...
Private infrastructure: The outperformer in a noisy market
Infrastructure assets are the operating systems of the modern world, and economies cannot function without them. In the investment sense, that can translate...
Core property rebounds: The new cycle and the rise of alternatives
After several years of yield compression and market disruption, 'core' commercial property is entering a new growth phase. Manager Barwon Investment Partners...