Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
- Alec Cutler
- Anant Kumar
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- Angus Hill
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- Contributor
- Craig Brooke
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- HMC Capital
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- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
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- Matthew O'Leary
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- Neuberger Berman
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- Orbis
- Owen Raszkiewicz
- Penny Pryor
- Peter McPhee
- Peter Vala
- Phil Strano
- Richard Quin
- Rob Perrone, Eric Marais & Shane Woldendorp
- Rob Prugue
- Roy Keenan
- Sandy Kaul
- Sophie Bannerman
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
- Tom King
- Tyndall Asset Management Australian Small Companies Team
- Will Arnost
- Yarra Capital Management
The case for short-duration fixed income; three reasons to consider owning the short end of the curve
Short-duration fixed income offers attractive long-term, risk-adjusted returns with less volatility compared to well-known fixed income benchmarks, say Joanne...
Why now is the sweet spot for active bond management
The global bond market is in flux. Yield curves are steepening, volatility remains elevated, and policy decisions are moving markets in ways that upend some of...
Back to base pyramid, looking for the real needs
The world is increasingly focused on resilience, security, and strategic self-sufficiency. Capital is progressively flowing back to foundational needs such as...
Navigating the shifting sands of the proposed PAF changes
The philanthropic landscape in Australia is on the cusp of significant change, with the Productivity Commission’s proposed reforms to Private and Public...
Fixed-interest ETFs supplanting bank hybrids in retail portfolios: AUSIEX
APRA’s decision to draw the curtain on this controversial investment that blends debt and equity might be seven years away, but investors are increasingly...
Biodiversity fund to target high-net-worth investors, family offices
The Kunming-Montreal Global Diversity Framework is to biodiversity what the Paris agreement is to climate change, and local investment firm Skjander aims to...
Revolution, not evolution: the crypto dilemma
New asset class; important portfolio diversifier — it's the same old drama, when it comes to the crypto world. Too many people retain their first impression...
Dexus on path to redefine opportunistic real estate investing
Opportunistic real estate investing is no longer about simply buying cheap and hoping for a rebound. Instead, it is about pairing scale with executional depth,...
Digging into the defensive toolkit
A well-articulated investment philosophy is the cornerstone of prudent financial advice. It defines not only how capital should be deployed, but more...
Exposure compression: Why institutional portfolios move in sync, when they shouldn’t
Despite aiming to deliver “diversified” results, most balanced portfolios pivot around the same risk levers and dominant names. It means exposure...
The overlooked gem that’s not in Australian portfolios
The broadening menu of yield-bearing investments available to Australian investors in recent years has given much broader scope for diversified allocations....
Credit specialist posits “all-weather” alternative to private credit
Australian investors love the story of private credit; transfixed by its potential for reliable, steady income that is a step-change higher than returns from...
From vacancy to value
With financial markets inching toward a fragile new equilibrium and commercial real estate (CRE) valuations stabilising after several quarters of volatility,...
Assessing risk/return in a falling rate environment
With a rate-cutting cycle underway, it can be tempting to search for higher-yielding investments. However, it’s important to also consider risk in a volatile...