Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
- Alec Cutler
- Anant Kumar
- Andrew Lockhart
- Andrew Wilson
- Angus Hill
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- Contributor
- Craig Brooke
- Cristina Lee
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- Francyne Mu
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- Greg Bright
- HMC Capital
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- Ishan Dan
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- Jamie Nemtsas
- Jasmine Yeo
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- Jonathan Ruffer
- Jonathon Pullin
- Joss Engebretsen
- Kevin Toohey
- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
- Lisa Uhlman
- Matthew O'Leary
- Michael Armitage
- Michael Block
- Mishan Dahia
- Neuberger Berman
- Nicholas Way
- Nick Langley
- Nicki Bourlioufas
- 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
- Yarra Capital Management
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...
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...
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...
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....
Europe becomes flavour of the month as US equities hit a roadblock
Investors are right to diversify overseas. What they must remember is, it’s not just a US story focused on the 'Magnificent Seven.'