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
- Ben Walsh
- Chris Brookman
- Contributor
- Craig Brooke
- Cristina Lee
- David Chaplin
- David Dix
- Dion Hershan
- Drew Meredith
- Emanuel Datt
- Eric Marais
- Francyne Mu
- George Lin
- Giselle Roux
- Greg Bright
- HMC Capital
- Invesco
- Ishan Dan
- James Dunn
- 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
Five questions to ask before you buy a private credit fund
Before you put client money into a private credit fund, ask these five questions. KeyInvest's Craig Brooke worked through more than 300 managers before backing...
Why the headline yield is the least useful number in an income fund
Most assessments of income investments begin and end with the distribution yield. The Barwon Disability Accommodation Fund shows why that number tells only...
Cathie Wood’s conviction is undimmed and that should worry the skeptics
Private markets are where the next generation of trillion-dollar companies is incubating, and that's where renowned tech investor Cathie Wood has an...
Half of Australia’s $250 billion private credit market runs on property
Private credit default rates look calm on paper, but the counting method understates borrower-level stress. Here is what advisers assessing private credit risk...
The yield that isn’t there: how dividend traps catch investors off guard
Andrew Hamilton, portfolio manager and head of implementation at Antares Equities, says one of the most persistent dangers in income investing is a yield that...
Evergreen infrastructure: why the redemption terms deserve a closer read than the return target
I Squared Capital launches an evergreen private infrastructure fund for Australian wholesale clients, as advisers weigh redemption caps and valuation lags...
When index inclusion changes everything except the business case
NorthStar's Claudia Kwan expects Tasmea to join the ASX 300 shortly. The promotion improves liquidity, but advisers should look past the index effect to the...
When defensive assets stop behaving defensively
With bonds delivering near-zero returns over a decade and private credit under regulatory scrutiny, advisers need a sharper framework for assessing defensive...
The seven-year question few client portfolios can answer
FinCap Platform has launched a free review and education series to help advisers build a more rigorous private markets allocation, starting with the question...
Australia's AI exposure lives outside the ASX 20
Ellerston Capital's James Barker and Jack Briggs say the companies building and adopting AI in Australia barely register in the large cap index, and advisers...
Energy: the shortfall no price rally can fix
Datt Capital's Emanuel Datt argues the world is running a structural energy deficit that a price rally will not fix. For advisers, energy investing in this...
Defensive portfolios just got a wake-up call on rates
Australian bond yields repriced sharply across every tenor in a single week, with traders switching from pricing cuts to pricing hikes. For advisers managing...
Real yields: the reset that makes bonds competitive with equities again
US real yields are approaching 2.5 per cent, and Brandywine Global argues the repricing reflects a healthier economy, leaving high quality bonds their best...
How a year of RBA swings rewrote the term deposit market
Term deposit rates in Australia have risen sharply and spread apart. The gap between the best and worst one-year offer now exceeds 3 percentage points, and for...