Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
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- The Inside Adviser
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- Tyndall Asset Management Australian Small Companies Team
- Will Arnost
- Yarra Capital Management
Logistics lift-off and Melbourne’s moment: the real estate cycles investors can’t ignore
Ross Lees, CEO of Growthpoint Properties Australia, took the stage at The Inside Network’s Equities and Growth Symposium with a clear-eyed view of two key...
Can liquid alternatives truly diversify in a crisis? A manager comparison across real market stress
In a world of higher volatility and less reliable diversification from traditional asset classes, liquid alternatives have become an essential component in...
Australian small-caps: Benchmarks, fees and a quant’s playground
At the recent Investment Leaders Forum, Scott Bennett brought data, deadpan wit, and a surprisingly sharp message for anyone paying passive fees in small caps.
Investors to benefit from private credit safety net
The global ratings agency Moody’s and the index provider MSCI have joined forces to create a first-of-its-kind solution to help assess risk for this...
Picking winners: How StepStone Group and LGT Crestone think about venture capital
The conversation on venture capital at the Investment Leaders Forum held at Crystalbrook in Byron Bay pulled no punches. StepStone Group’s Phillip Cummins...
Head-to-head: Direct lending vs. high-yield credit — what’s the difference?
Direct lending has emerged as a crucial funding channel for mid-market companies, and has seen significant growth over the past 10 years, primarily due to a...
Finding yield without the landmines: An alternative playbook for sub-investment grade credit
Private credit may be booming, but according to Joe Unwin, head of portfolio management at Apostle Funds Management, the volume of capital flooding into the...
Back in black: the new rules of fixed income
At the recent Investment Leaders Forum in Byron Bay, Dr. Christian Baylis, the founder and CIO of Fortlake Asset Management, delivered a dense, high-speed...
Investing for income? Here’s what you should know
Many Australian investors continue to focus on income-generating investments. However, with ongoing market volatility, it’s worth thinking carefully about...
Sustainable investing: Two paths to a common destination
Sustainable investing is increasingly recognised as the practice of incorporating environmental, social and governance (ESG) factors into investment...
Size, structure and selectivity: the real work behind private credit
Across private wealth portfolios, private credit has become something of a buzzword – frequently cited, but often misunderstood. At the Investment Leaders...
Small caps boasting a ‘moat’ can enjoy long-term outperformance
The dominance of the share market’s heavyweights over the past three years is making valuations further down the line look attractive again.
Why direct lending deserves a place in private wealth portfolios
If there was any doubt that private credit has moved from the margins to the mainstream, John Valtwies dispelled it at the Investment Leaders Forum held at...
When investment strategy meets public-policy imperatives
The attraction of a specialist managed fund should be in the manager's ability to position the fund to tap into strong and sustained tailwinds. The Barwon...