Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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The data centre boom is real. But you might be investing in the wrong players
Melbourne-based fund manager Emanuel Datt argues that the real winners of the ASX data centre buildout are not the owners and operators, but the contractors...
FinCap's Helm takes shape with five private markets managers
FinCap has confirmed the first five managers behind Helm, its private markets portfolio range, giving wholesale advisers access from $100,000 with no capital...
Australia's AI infrastructure boom is creating small-cap opportunities
Ellerston Capital's micro cap fund returned 27.8 per cent over the year to May 2026, comfortably beating its benchmark by 16.6 per cent, as AI infrastructure...
Earnings, not fear, should drive the outlook
The S&P 500 has gone nowhere for six weeks, but the ClearBridge recession dashboard remains green. Jeffrey Schulze makes the case that a stalled index after a...
Riding the re-rating case for Southeast Asia's standout story
For investors seeking genuine diversification from the ‘Magnificent Seven,’ and exposure to a compelling, under-appreciated growth story, Vietnam is making...
The profit test: what 12 years of global earnings reveal about equity value
Capital Group's Value Watch study challenges how advisers think about global equity valuations, finding the world's 1,600 largest listed companies earned back...
Staying diverse in a market that rewards concentration
Ben Tonc, investment analyst at Sterling Private Wealth, has been shifting portfolios deliberately away from US dominance, leaning into emerging markets and...
As the Australian private credit market nears $235 billion, the education gap becomes the real story
Australia's private credit market has hit $235 billion in AUM, but investor understanding has not kept pace. Zagga's Alan Greenstein argues the industry must...
Third Link retains Zenith rating as fee-rebate model faces scrutiny
The Third Link Growth Fund has again earned Zenith's 'Recommended' rating, backing a fund that combines a 9.09% net annual return since inception with more...
The private markets gap is closing, FinCap is leading the way
FinCap has launched a managed account platform making private markets for financial advisers and their wholesale clients a real possibility, with...
Cash returns to the portfolio toolkit as liquidity gets repriced
Higher rates have restored cash’s relevance, but advisers still need to distinguish between idle capital and purposeful liquidity.
The Fed has a new chair. Here is what that means for portfolios
Kevin Warsh's first press conference as Federal Reserve chair signals a hawkish Federal Reserve forward guidance shift. Franklin Templeton's Sonal Desai...
Why the loudest AI trade might not be the best one
While US mega-cap IPOs attract retail capital at stretched valuations, Datt Capital's Emanuel Datt argues the real AI opportunity lies in Australian small-caps...
Baillie Gifford's formula for investing in the age of AI
Baillie Gifford's Kyle McEnery says the market is getting AI's direction right but consistently underestimating its demand, and that the real opportunity lies...