Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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How a year of RBA swings rewrote the term deposit market
Term deposit rates in Australia have risen sharply and spread apart. The gap between the best and worst one-year offer now exceeds 3 percentage points, and for...
In private markets, the hard part is now what you build
Coller Capital's private wealth series explores why private markets access is no longer the challenge, and portfolio construction is. It unpacks how...
Trend following: the diversifier that showed up when it counted
East Coast Capital Management’s Simone Haslinger says a rules-based trend-following approach delivered the diversification advisers most need in a year when...
Real yields are back, and the inflation hedge has to change
Atchison's Mishan Dahia says advisers hedging inflation through resources alone hold a concentrated bet on Chinese demand, and that three legs of protection...
Volatility is opening doors in Australian micro cap stocks
Ellerston's Jack Briggs says Australian micro cap stocks in infrastructure, industrials, and healthcare are best placed to navigate persistent inflation, with...
Private credit: the returns are real, the due diligence is everything
Craig Brooke of KeyInvest Managed Investments says private credit can be one of the most interesting places to invest, but only after you have pulled apart the...
Why fixed income and cash lose their defensive edge in FY27
Datt Capital's Emanuel Datt outlines a stagflation investment strategy for FY27, arguing that elevated inflation, rising unemployment and slowing growth reward...
Where jurisdictional risk becomes an energy advantage
Datt Capital's Emanuel Datt sees supply risks building and jurisdictional concerns creating a specific opportunity for investors who know where to look
Small caps, not the banks, drove active managers' quarter gains
Small caps, not the big banks, delivered the standout returns for active Australian equity managers this quarter. Third Link's numbers show where the...
Fixed income takes over in a $13 billion first half for Australian funds
Australian managed fund flows hit $13bn in the first half of 2026, with equities leading early before fixed income took over as conditions and investor...
AI is booming yet the supply chain is not keeping up. There lies the opportunity
AI infrastructure bottlenecks are creating structural pricing power across semiconductors, networking and optical companies. ClearBridge's Eliza Mazen argues...
The concentration risk hiding in plain sight
As SpaceX joins major US indices and OpenAI and Anthropic prepare to list, a structural shift in international equity is underway. Daniel Liptak of Datt...
Syndicated loans deserve a place in your fixed income allocation
With interest rates still elevated and income-hungry investors looking beyond term deposits and investment-grade bonds, syndicated loans are emerging as a...
Inside the fee-rebate model that funds Third Link's charitable giving
Third Link Growth Fund says it has donated $24.8 million to Australian charities since 2008, funded by a fee-rebate structure across its underlying managers...