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Brilliant Investment Thinking by Advisers for Advisers.
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When it comes to credit, experience pays

With advisers and investors faced with what appears to be zero-bound interest rates for at least the next three years, the already fast-growing alternative...

Thinking forward: Three ASX biotech stars

And still they keep coming – here’s the fourth instalment of our series on the fascinating ASX cohort of medical device developers. As always,...

The time is right for an infrastructure boom, but who will win?

Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic....

Tesla among six new stocks added to the Chi-x TraCRs platform

Investors are piling into COVID-hit international companies amid a share trading boom. According to ASIC’s analysis of trading volumes during the COVID...

Rethinking the balanced portfolio with convertible bonds

Not only is 2020 the marking of a new decade, but it potentially marks of a new paradigm of investing. The last 30 years shouldn’t have been that...

Yarra Capital's view on corporate hybrids

Return of the A$ Corporate Hybrid Market Many of us who are old enough will remember the once-thriving ASX-listed corporate hybrid market as a constant feature...

Growth managers continue to shine

It’s been a while since “value investing” made sense: the style has suffered a dreadful stretch of performance since the 2008 financial...

To syndicate or not to syndicate?

If you are looking for one word to describe 2020, ‘volatility’ would seem to fit the bill. Every aspect of our lives, whether it be financially,...

Water utilities - dull but dependable?

I want to discuss a water utility, which may sound as dull as dishwater – but we global real assets investors have never been averse to safe,...

Sizing up the smalls

Generalising is a dark art. The moment one observes an apparent pattern, idiosyncratic data jumps out. Judging small-cap managers falls into this trap....

A game-changer for managed funds?

The launch early in February this year of Australia’s first unlisted fund to be quoted on the ASX, by Magellan group and its administrator, Mainstream,...

Is it time to be dynamic?

Dynamic asset allocation (DAA) refers to the process of frequently and significantly adjusting the mix of asset classes in a given portfolio. It sits at the...

Integrity Life raises $43 million

Integrity Life secured $43 million in their recent series B round of funding. There was a strong interest in the raise, that took place before and during...

Can you be converted?

There is a US$550 billion ($764 billion) market that is rarely considered by Australian investors. Convertible bonds (CBs) are barely used locally, while in...