Investment
Alternative investments coverage for advisers, including hedge funds, commodities, and non-traditional asset class strategies.
- Anant Kumar
- Andrew Lockhart
- Chris Brookman
- Contributor
- Craig Brooke
- Cristina Lee
- David Chaplin
- David Dix
- Drew Meredith
- Emanuel Datt
- George Lin
- Giselle Roux
- Greg Bright
- HMC Capital
- Invesco
- Ishan Dan
- James Dunn
- Jamie Nemtsas
- Joe Millward
- Jonathan Pullin
- Joss Engebretsen
- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
- Lisa Uhlman
- Michael Armitage
- Michael Block
- Mishan Dahia
- Nicholas Way
- Nick Hatzis
- Nicki Bourlioufas
- Orbis
- Penny Pryor
- Peter Vala
- Phil Strano
- Sandy Kaul
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
- Will Arnost
The AI scorecard Australia did not know it needed
A landmark independent assessment of Australia's AI capabilities finds the country holds significant untapped potential. The findings matter well beyond policy...
Trade finance: an old asset class finding new relevance
The asset class is old, but its portfolio relevance is modern: bank-aligned, diversified credit exposure linked to the physical movement of goods.
SpaceX, OpenAI, Anthropic: the IPO wave that could shake up your portfolio
As the US IPO market reopens, a wave of mega-cap private companies preparing to list could significantly reprice growth equities, creating major portfolio...
The tax advantage nobody's talking about
Australia's CGT changes have widened the after-tax return gap between conventional assets and startup investing. For sophisticated investors, tax-exempt ESVCLP...
Are investors underestimating the emerging markets reform story?
Many investors still view emerging markets through an outdated lens. But reforms across governance, policy and markets are changing the investment landscape.
The $2.5 trillion funding gap advisers should not ignore
Trade finance is old, essential and still under-allocated. For advisers, the opportunity starts with a US$2.5 trillion funding gap.
Why the best private markets entry point might be a single deal
FinCap’s Christian Ryan says the combination of a managed account and a direct co-investment channel isn’t just a product decision. It’s a deliberate...
Oil shocks hurt markets, but expensive stocks have often fared worse
Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.
Beyond the magnificent seven: where advisers should look next
Arrow Private Wealth's Ryan Synnot says advisers should look past obvious AI winners to old-world re-raters, venture capital and the defensive yields now...
Private equity is no longer a category call
MLC’s Rachael Lockyer says private equity outcomes now depend far more on manager selection than broad asset allocation.
The next great technology winners may be built long before public markets can access them
StepStone’s Phil Cummins says technology’s biggest value creation is increasingly happening in private markets, and that has major implications for how...