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
Asset-backed lending: Private credit's next frontier
Asset-based lending (ABL) is the US$20 trillion next frontier of private credit, and it's growing, as very high-quality assets leave the banking system and...
Alternatives under scrutiny: Unpacking the opportunities and risks
The landscape for alternative investments in Australia is expanding rapidly, and with it comes both opportunity and complexity, says research house SQM.
Skin in the game and the value of distraction-free credit
While the debate around private credit continues to split views among advisers, the question of alignment could be the most important one a client or adviser...
Beware today’s 20-year corporate bonds: Yarra Capital
Bond investors should consider if they are getting a sufficient return for the level of risk taken. For Yarra Capital's Phil Strano, an actively managed...
More to bank income securities than hybrids, says new active ETF manager
This month’s launch of the actively managed Seed Financial Income Fund Active ETF (ASX: SFIF) makes accessible to a much broader range of investors the...
Infrastructure's second act: Why advisers should take another look
Infrastructure has long been the quiet achiever in institutional portfolios. And increasingly, with a much broader definition of the term, its role is...
Gearing for growth: Private equity’s quiet engine in the mid-market
Long-term outperformance by private equity managers is both persistent and replicable, if they're good managers investing in the right part of the market – ...
For absolute returns, look for love of craft
Hedge funds have a legitimate role to play in core portfolio construction, if the skill being paid for is repeatable. Managers who love what they do give...
Liquid alternatives: Navigating the five structural forces reshaping portfolios
There's a new macro regime governing markets, derived from structural changes that won't easily be turned around. The solution is to understand these changes,...
Defensive credit in practice: delivering income with control
Non-bank lenders increasingly play a crucial stabilising role in Australia’s capital markets, earning a premium for providing liquidity without assuming...
Cracking the code: Incorporating alternatives into managed accounts
Alternatives have been very difficult to use within SMAs, but a new platform promises to solve this quandary.
Currency as protection: Why FX belongs in the portfolio
Your global equity portfolio is actually two portfolios: the underlying equities, and the currency exposure. The latter is too important to leave unmanaged.
16 years searching for true diversification
For much of modern portfolio history, the 60/40 mix of equities and bonds has been held up as the embodiment of diversification. Until 2022, when it failed....
Behind the dollars, private equity is still personal in the lower mid-market
Alignment is everything in private equity, says Fortitude's Bryan Brown. That and understanding individual psychology.