Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Abbey Minogue

  • Adam Bronts

  • Alastair Reynolds

  • Andrew Lockhart

  • Angela Ashton

  • Annabelle Dickson

  • Australian Ethical

  • Bob Desmond

  • Brian L Kloss - Brandywine Global

  • Chad Hitzeman

  • Damien Klassen

  • Daniel Fitzgerald

  • Daniel Simmonds

  • David Chaplin

  • Dragana Timotijevic

  • Drew Meredith

  • Eleece Quilliam

  • Eleece Quilliam

  • Elizabeth Schmidt

  • Emanual Datt

  • Francyne Mu

  • Geff Gebler

  • Giselle Roux

  • Graeme Brant

  • Greg Bright

  • Gregory Mason

  • HMC Capital

  • Ian Knox

  • Industry Expert

  • Ishan Dan

  • Jacquelyn Mann

  • James Dunn

  • Jasmine Yeo

  • Jaz Harrison

  • Joe Millward

  • Jonathan Baird

  • Kanish Chugh

  • Kenneth Leech Kenneth Leech

  • Kevin Toohey

  • Kimora Diep

  • Kris Walesby

  • Lachlan Buur-Jensen

  • Lachlan Maddock

  • Lisa Uhlman

  • Matthew O'Leary

  • Michael Armitage

  • Michael Block

  • Mike LaBella

  • Mike Salvaris Fiona Stanley and Kate Lycett

  • Mishan Dahia

  • Murray Partterson

  • Nicholas Way

  • Nick Langley

  • Nicki Bourlioufas

  • Owen Raszkiewicz

  • Patrick Kaser

  • Peter Vala

  • Phil Strano Yarra Capital Management

  • Reece Birtles

  • Richard Holden

  • Royce Investment Partners

  • Sam Twidale

  • Staff Writer

  • Stefan Hansen

  • Stephen Dover

  • Steve Russell

  • Tahn Sharpe

  • The Inside Adviser

  • Tim Boreham

  • Tom King

  • Tom Schubert

  • Tony Davidow

  • Vishal Khanduja and Brian Ellis

  • Warren Gibson

  • Will Arnost

  • Will Bayliss

  • Zehrid Osmani

  • All Categories

  • All Categories

  • Alternatives

  • Asset Allocation

  • Crypto

  • Defensive assets

  • Equities

  • ESG

  • ETF

  • Fixed Income

  • Growth assets

  • Private debt

  • Private Equity

  • Property

Catalyst will correct ‘expensive’ markets at some point: Atrium

A recalibration of dislocated markets is inevitable, according to Atrium’s Glen Foster, and the landing may not be a soft one. This presents an opportunity for investment teams that are prepared for a range of outcomes.

Tahn Sharpe | 6th Dec 2023 | More
The ‘sweet spot’ for commercial real estate debt in client portfolios

For capital allocators concerned about exposing their clients to too much risk in real estate debt, specialists say asset discernment and due diligence are key to protecting investments in a rapidly growing sector.

Lisa Uhlman | 6th Dec 2023 | More
  • Atchie’s top 5: Core global equity blend funds

    The benchmark core equities sector is a fundamental sleeve in any sophisticated portfolio. Most profess top quartile returns, but which five have genuinely outperformed the market over a three year term?

    Will Arnost | 4th Dec 2023 | More
    Alts research lacking, investment teams need to ‘roll up the sleeves’: Panel

    Track record is vital, but a lack of comprehensive and independent research is often forcing investment teams to do their own due diligence when it comes to alternative managers.

    Staff Writer | 4th Dec 2023 | More
  • Volatility on the Atlantic House local menu in ‘24

    “Volatility is the most persistent diversifier,” says Atlantic House Australian head Andrew Lakeman. “People are starting to realise that, as well as realising that diversity of assets in a portfolio – with different names – does not necessarily mean that you are diversified.”

    James Dunn | 4th Dec 2023 | More
    Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure

    In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance match up. Which one leads, and which one lags?

    Mishan Dahia | 30th Nov 2023 | More
    Credit to sail through cycles: The case for investment-grade debt

    As we approach the bottom of the current cycle, fixed income is back to playing its traditional defensive role, says Yarra Capital Management’s Roy Keenan. To get equity-like returns without exposure to defaults, investment-grade credit should do the trick.

    Lisa Uhlman | 30th Nov 2023 | More
    PE purveyors gear up as valuations normalise after ‘challenging’ period

    After a “frenzy” in the pre-pandemic era, markets have calmed down significantly for private equity investment teams. There are opportunities, however, especially for management teams with patience and a little bit of nous.

    Tahn Sharpe | 30th Nov 2023 | More
    Opportunity next: Capturing the great generational wealth transfer

    Given the opportunity set in front of advisers during the next transfer of generational wealth, now may be the time to reassess the role of responsible investing and the importance of being an ethical steward for capital.

    Australian Ethical | 27th Nov 2023 | More
  • External validation key to credit quality of corporate loans: Epsilon

    For non-bank corporate lenders that don’t have the regulatory oversight that banks do, using third party validation for loan books is essential according to Epsilon Direct Lending’s Joe Millward.

    Tahn Sharpe | 23rd Nov 2023 | More
    As correlation norms turn, liquid alternatives come to the fore

    Bonds and equities are suddenly firm friends, but this is far from the first time they’ve positively correlated. And it’s not the only reason liquid alternative investments are being brought into focus as a non-correlated diversifier, managers believe.

    Tahn Sharpe | 16th Nov 2023 | More
    Funding the energy transition is all about the up-front spend. Then what?

    The net-zero transition will bring about an economic transformation, with massive up-front investment leading to near-zero energy costs in the near future, ClearBridge Investments’ Nick Langley told industry leaders at The Inside Network’s ESG Retreat. But big challenges remain, with no easy answers.

    Lisa Uhlman | 16th Nov 2023 | More
    1 2 3 78