Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Why the loudest AI trade might not be the best one
While US mega-cap IPOs attract retail capital at stretched valuations, Datt Capital's Emanuel Datt argues the real AI opportunity lies in Australian small-caps...
Baillie Gifford's formula for investing in the age of AI
Baillie Gifford's Kyle McEnery says the market is getting AI's direction right but consistently underestimating its demand, and that the real opportunity lies...
AI destruction: the fear value investors are quietly buying
Pzena Investment Management’s John Goetz says the AI panic sweeping global markets is destroying far more value outside his portfolio than inside it, and...
Stagflation is back. Here is what that means for fixed income
Franklin Templeton's Fixed Income team sees a more stagflationary world taking shape. Growth is diverging, inflation is proving stubborn and central banks have...
Gold, the Australian dollar and why Amundi is hedging its optimism
Europe's largest asset manager sees reasonable global growth but warns that markets are dismissing risks they should not be ignoring. Here is where Amundi is...
While growth stocks chase the future, value investing is quietly winning
The 2026 Federal Budget and AI disruption are shifting market dynamics, driving a powerful tailwind for disciplined Australian value investing strategies...
Signal or noise? How to tell if your manager is underperforming or just out of fashion
When portfolio construction decisions are driven by short-term performance anxiety rather than process, the real cost is conviction. Shane Brereton explains...
Why advisers may want a speedboat alongside the cruise ships when allocating to alternatives
As hedge fund allocations crowd into mega-platforms, CastleKnight offers a sharper, more concentrated source of catalyst-driven alpha for investors seeking...
Behind the GP-led revolution in private equity secondaries
Pantheon Managing Director Jack Wasserman says the rise of GP-led secondaries has fundamentally changed what the secondaries market is for. What was once a...
The IPO market isn’t waiting for confidence, it’s waiting for a price tag
Franklin Templeton’s Jonathan Curtis argues that the reviving public market lacks credible IPO valuation frameworks to accurately price a complex new...
Beyond income: what unlisted property actually does in a private wealth portfolio
Unlisted property investment has shifted from a selective add-on to a structural allocation. Advisers explain how sizing, liquidity and active management shape...
Sizing up: why a 10-20 per cent allocation to global small caps belongs in portfolios
Ausbil Investment Management's Tobias Bucks argues that global small caps are the most overlooked part of the opportunity set, and that deglobalisation and...
Fear, euphoria and the emerging-markets opportunity investors keep missing
Pzena Investment Management president Allison Fisch says the assumptions that steer investors away from value in emerging markets don’t hold up. If anything,...
This Australian fixed income fund just earned Morningstar's highest rating
Franklin Templeton's Australian Absolute Return Bond Fund has received a Morningstar Gold rating, the research house's highest conviction call. Here is what...