MSCI – The Inside Adviser

Core property rebounds: The new cycle and the rise of alternatives

November 10, 2025 by James Dunn

After several years of yield compression and market disruption, ‘core’ commercial property is entering a new growth phase. Manager Barwon Investment Partners says the cycle has turned, and with it, the opportunity set for patient capital.

Despite continued growth, tech remains underweight in portfolios

May 20, 2021 by Contributor

Technology has been the best performing sector for 10 years. And it has outperformed for the correct reason: it makes more money. The past decade, the tech sector saw its...

Will Taiwan tension derail emerging market allocations?

May 6, 2021 by Ishan Dan

As investors start to look past the pandemic, the economic cost and scarring from Covid-19 has been significant. The International Monetary Fund (IMF) says "unlike the 2008 crisis, emerging markets...

Research Affiliates on ‘the trade of the decade’

April 12, 2021 by Greg Bright

Factor manager Research Affiliates appears to be charging in where value managers are still nervous to tread, with a big call on the state of global markets and where the...

Hamish Douglass sees signs of ‘speculative frenzy’ amid FOMO-driven markets

March 4, 2021 by The Inside Adviser

Hamish Douglass this week presented his 'The Year of Living Dangerously Webinar', to thousands of investors and followers across the country. There were no crowds or pyrotechnics, just what appeared...

What to do when your star portfolio manager leaves

March 1, 2021 by Ishan Dan

As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have been poached within the...

Platinum looks within to replace top performing manager

February 4, 2021 by Staff Writer

The departure of top performing Asia Fund manager Joseph Lai before Christmas has forced contrarian value manager Platinum Asset Management into some leadership changes. The company announced to the ASX...

As investors grow weary with China the Indian sub-continent emerges

February 3, 2021 by Ishan Dan

With tensions rising in the South China Sea and regulatory pressure on the likes of Alibaba (NYSE: BABA) continuing to grow, the Chinese market is becoming an increasingly difficult one...

Being selective with IPOs delivered for this small cap expert

January 18, 2021 by Ishan Dan

In a year of bushfires, cheap money, a US Presidential election and a global pandemic, investors were exposed to a rollercoaster ride of mixed emotions, panic selling, and dizzying bouts...

Australian Unity issues Australian-first MCI

January 11, 2021 by James Dunn

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 investments. The share market has obliged,...

Platinum’s lead Asia manager resigns after top returns

January 11, 2021 by Greg Bright

Platinum Asset Management's lead portfolio manager on its $5.2 billion Asia-ex Japan fund, Joseph Lai, resigned suddenly over the Christmas period and has left the firm. He had signed off,...

Bottom-up stock selection more important than ever

November 19, 2020 by Contributor

In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap sector for Australian investors. He highlights: The...