Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Next-generation infrastructure: growth without giving up the downside
Partners Group's Marc Meier says next-generation infrastructure keeps the asset class's downside protection while adding real growth, and that secondaries are...
Inside the private technology class
StepStone Group’s Phil Cummins says the label venture capital now describes companies worth tens or hundreds of billions that have no need to list, and that...
Performance fees are becoming a ratings conviction factor
Zenith has upgraded the ClearBridge Select Opportunities Fund to highly recommended after five years at recommended. The trigger was not performance. Here is...
Why global small caps deserve a permanent place in portfolios
Goldman Sachs Asset Management’s Sadhvi Gupta says global small caps give investors a different set of businesses from their large cap holdings, and a...
Why step-down care accommodation is drawing private capital
ASA Real Estate Partners’ Tim Slattery sees purpose-built homes for Australians with life-changing injuries as a source of long-dated, inflation-linked...
When the downgrade is the entry point not the exit
Insight Investment’s Syed Zamil says fallen angel bonds have delivered equity-like returns at roughly 60 per cent of equity volatility over 20 years. Forced...
Why scale is often the disqualifier in metro industrial property
The industry treats scale as the ultimate advantage in industrial property. Centennial’s CEO Paul Ford argues it’s not the be all and end all : in...
Look through the noise: the case for private markets now
FinCap's Ben Davis says the headlines about gated credit funds and weak private equity marks are drowning out one of the better entry points in years, and that...
Infrastructure stopped being a defensive allocation and nobody told the price
Ausbil’s Jonathan Reyes says infrastructure has become a growth asset class because power is the binding constraint on the AI build, and that private wealth...
The long end has stopped taking orders from the Fed
US Treasury yields climbed to a 19-year high on a soft inflation print, breaking the reflex that once made duration a simple call. Amundi's Rajesh Puri on what...
Herding: the safest-feeling trade carries the most risk
Systematic trend following treats herding as fuel rather than danger, and East Coast Capital Management's Simone Haslinger uses Korea's leveraged ETF crash and...
The FY26 private market returns advisers should not expect twice
FinCap’s Ben Davis says FY26 rewarded discipline in credit and punished casual manager selection everywhere else, and advisers who cannot name the engine...
Fixed income: a hawkish Fed leaves the long end exposed
Washington's fiscal and monetary arms are pulling apart, and US Treasury yields are where Australian portfolios feel the strain. Franklin Templeton's Sonal...
From delivery hubs to defence dollars: how Trilogy Funds reads the new industrial map
Trilogy Funds is set to acquire a near-15,000 square metre logistics facility at Darwin's East Arm, its third Northern Territory purchase, as industrial...