Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Mapping opportunities of metro and regional health property investments
Specialist healthcare property benefits from the differentiated investment exposure and lower correlation with other property sectors. Within this, balancing...
Private credit: Balancing income, risk and manager selection in client portfolios
Private credit can meet core client objectives if it is approached with discipline, transparency and a deep understanding of both the manager and the...
De-dollarisation: Is it the Australian bond market's coming-of-age moment?
The global credit market is being quietly but fundamentally re-priced. There are signs that the long, comfortable era in which the US dollar’s reserve status...
The credit sweet spot: Building resilient income portfolios
Private credit is often positioned as a high-yielding alternative to traditional fixed income, but for Teiki Benveniste, head of Australia and New Zealand at...
The end of the (government debt) world as we know it?
When Bridgewater Associates founder Ray Dalio speaks, the investment world usually takes note. He certainly gave the markets food for thought last week.
Infrastructure at a crossroads: Investing for scale and society
Infrastructure is the backbone of modern economies, delivering the energy, transport, digital networks and healthcare facilities without which societies cannot...
Rethinking private credit for income and defensive portfolios
With many investors now rethinking the income and defensive allocations of their portfolios, private credit can potentially play a bigger role beyond...
Rethinking defensive income: Diversification no longer just a buzzword
The days when defensive assets equalled government and corporate bonds are gone. Today, investors wanting income while preserving capital must adopt a more...
Microcaps: The quiet engines of long-term wealth creation
Joel Fleming is most at home in a part of the stock market where not many analysts or fund managers venture. That's just fine with him.
The steady hand in volatile markets
The appeal of private credit starts with its ability to strip away the day-to-day distractions that plague public markets, says Andrew McVeigh, managing...
Why fixed income benchmarks are built for issuers, not investors
It's a bugbear for investors that in the fixed income world, benchmarks are very different to what they represent in the equities world. In FI, departing from...
A secondary offer that both couldn’t refuse
Jeremy Coller, managing partner at Coller Capital, thought he had made Jake Elmhirst an offer he couldn't refuse. But Elmhirst came right back at him with...
From risk to reward, the case for default arbitrage
Far from being a purely negative outcome, defaults can form the basis of a tradeable, diversifying asset class that sits alongside more traditional fixed...
Time to rethink the 'couch potato' of passive fixed-income
Passive fixed-income is an unhealthy couch potato — and it's time to get active, argues Michael Armitage.