Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Public credit’s quiet revival: Why investors are reassessing the balance
There is renewed interest in Australian public credit: flows are increasing as investors seek diversification after a period of heavy allocation to private...
Gold: The quiet repricing of trust
Gold’s rally isn’t about price or panic. It’s about trust. As central banks quietly rebalance reserves, they’re signalling a deeper shift in how...
Private infrastructure: The outperformer in a noisy market
Infrastructure assets are the operating systems of the modern world, and economies cannot function without them. In the investment sense, that can translate...
Core property rebounds: The new cycle and the rise of alternatives
After several years of yield compression and market disruption, 'core' commercial property is entering a new growth phase. Manager Barwon Investment Partners...
Asset-backed lending: Private credit's next frontier
Asset-based lending (ABL) is the US$20 trillion next frontier of private credit, and it's growing, as very high-quality assets leave the banking system and...
Alternatives under scrutiny: Unpacking the opportunities and risks
The landscape for alternative investments in Australia is expanding rapidly, and with it comes both opportunity and complexity, says research house SQM.
Skin in the game and the value of distraction-free credit
While the debate around private credit continues to split views among advisers, the question of alignment could be the most important one a client or adviser...
Beware today’s 20-year corporate bonds: Yarra Capital
Bond investors should consider if they are getting a sufficient return for the level of risk taken. For Yarra Capital's Phil Strano, an actively managed...
More to bank income securities than hybrids, says new active ETF manager
This month’s launch of the actively managed Seed Financial Income Fund Active ETF (ASX: SFIF) makes accessible to a much broader range of investors the...
Infrastructure's second act: Why advisers should take another look
Infrastructure has long been the quiet achiever in institutional portfolios. And increasingly, with a much broader definition of the term, its role is...
Gearing for growth: Private equity’s quiet engine in the mid-market
Long-term outperformance by private equity managers is both persistent and replicable, if they're good managers investing in the right part of the market – ...
For absolute returns, look for love of craft
Hedge funds have a legitimate role to play in core portfolio construction, if the skill being paid for is repeatable. Managers who love what they do give...
Liquid alternatives: Navigating the five structural forces reshaping portfolios
There's a new macro regime governing markets, derived from structural changes that won't easily be turned around. The solution is to understand these changes,...
Defensive credit in practice: delivering income with control
Non-bank lenders increasingly play a crucial stabilising role in Australia’s capital markets, earning a premium for providing liquidity without assuming...