Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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- Tyndall Asset Management Australian Small Companies Team
- Yarra Capital Management
Where to find private credit’s best yield-for-risk
The most compelling opportunities in private credit can often be in the more niche exposures, says manager Oaktree.
Alternatives: The asset class that makes or breaks portfolios
Alternatives is the one bucket that still allows advisers to truly earn their fee. But it's the hardest to get right; and the easiest to get wrong.
Stress-test for rallies, not just recessions
At the recent The Inside Network Income & Defensive Symposium, Mercer principal Andrew Stewart challenged advisers to widen their lens on portfolio risk,...
The shifting dynamics of non-bank lending in Australian real estate credit
Over the past decade, the landscape of commercial real estate lending in Australia has undergone a structural transformation. But not all of the commonly...
A compelling case for public credit in a risk-aware world
Investment-grade credit is having a moment. For Phil Strano, portfolio manager at Yarra Capital Management, the appeal lies not in hype or headlines, but in a...
Reframing the conversation around the NDIS
Specialist disability accommodation (SDA) is changing the standard of living for people with disability; and the investment market is helping to fund it. It's...
The last frontier of private equity
With an abundant opportunity set, less competition for deals, lower entry prices, wide exit windows and the potential for higher exit prices – what’s not...
Making sense of non-bank lending: Five questions for private credit investors
Investing in private credit can be a great option for investors, provided it matches their portfolio objectives and risk tolerance. However, having a solid...
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...