Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
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- Angus Hill
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- Rob Prugue
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- The Inside Adviser
- Tom King
- Tyndall Asset Management Australian Small Companies Team
- Will Arnost
- Yarra Capital Management
Rehabilitating duration: the hidden strength of fixed income
For much of the last decade, fixed income has been the dinner guest that no one wanted to sit next to. Low yields, scarring losses, and correlation breakdowns...
Wagging the dog: Why US Treasuries may no longer be a haven
Perhaps the assumption that markets are still anchored by predictable economic policies needs to be challenged. For the first time since the fall of the Berlin...
Luck, skill, and the case for spread-based investing
In a wide-ranging and deeply considered contribution at the Investment Leaders Forum in Byron Bay, Hugh Selby-Smith, co-chief investment officer at Talaria...
Head-to-head: Value versus growth in global equities
As with so many debates that have passionate adherents, the value-versus-growth debate is not one where investors need to pick a side. Ultimately, both value...
In private equity, it’s best to be swimming with the tide
Nick Miller prefers swimming with the tide. He definitely realised this when swimming around Hong Kong Island as part of a six-person relay team that set a...
Evergreen secondaries exposure striking a chord with advice market
The secondaries market for private credit and private equity is finding growing appeal from an advice industry constantly searching for yield plays in the...
Delving further and deeper in the PE ocean improves the catch
When Tyler Jayroe told a friend he was visiting Australia for The Inside Network’s Alternatives Symposium, the friend – a marine life enthusiast – told...
New breed of debt securities emerging to replace $40 billion in bank hybrids
APRA put the cat among the pigeons when it put these securities on notice. Investors looking for alternative investments offering similar yields are finding...
The alternative asset class that can change people’s lives
Healthcare and life sciences is emerging as an economically resilient alternative asset class, given that the industry has huge tailwinds in the form of the...
You wouldn’t credit what could help solve the housing supply crisis
To paraphrase one of Paul Keating’s more memorable lines, if you walk into any pet shop in Australia, the resident galah will be talking about the...
Head-to-head: fundamental versus systematic investing in Australian equities
The debate between fundamental investing and systematic investing is right up there with the Beatles versus the Rolling Stones, or that between fans of...
Helping portfolios weather the storm: the many attributes of ILS
If the holy grail of investing lies in the concept of non-correlated return streams with which to build truly diversified portfolios, insurance-linked...
Getting a grip as gold goes ga-ga
Gold’s spectacular rise has been a feature of the markets over the last couple of years, and judging from how the investment banks are sharpening the pencil...
Private credit: What to look for in an asset manager
With private credit garnering plenty of media attention lately, it’s important for investors to understand the underlying variations across this asset class....