Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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DNR Capital's small-cap fund earns back-to-back recognition in 2026
The firm is gaining major industry recognition as its Australian Emerging Companies Fund secures another finalist nomination, highlighting a disciplined,...
Credit's time: portfolio diversification reimagined in volatility
Harrison Lane, investment director at Apostle Funds Management, makes the case for global sub-investment grade credit as a smarter approach to portfolio...
Private markets are not retreating but the rules are changing
Nine in ten LPs are maintaining or accelerating private markets commitments but the bar to get in and stay in is rising. Coller Capital's latest Barometer maps...
Amundi just turned tokenised money market funds from theory into reality
Three global institutions have joined forces to bring blockchain-powered treasury management to life. The implications for how institutions manage liquidity...
Volatility is masking the best stock-picking environment in years
PineBridge's Michael Mark says the macro noise driving markets in 2026 is real, but underneath it lies an earnings story stronger than most investors realise...
The quiet return of Australian equity income
Australian equity income is reasserting its place in client portfolios, not as a nostalgic reach for yield, but as a way to combine regular distributions,...
Senjin Capital: unlocking value in Japan's reform era
Senjin Capital co-founder Jamie Halse details how corporate governance reforms and unwinding cross-shareholdings have unlocked massive value in Tokyo, making...
Franklin Templeton on where AI is creating winners and casualties
Franklin Templeton's Jonathan Curtis argues AI is not destroying enterprise software, it is repricing it. The winners and losers are already emerging, and...
Is US equity dominance finally giving way to international markets?
After years of US dominance, ClearBridge Investments believes international equities and emerging markets are entering a more durable period of leadership,...
Why GP-led secondaries are now every adviser's conversation to have
The GP-led secondaries market hit a record $108 billion in 2025, with continuation vehicles leading growth. Coller Capital explains what Australian advisers...
KeyInvest unlocks alpha with a bold new platform
KeyInvest's new investment platform KIMI opens access to a battle-tested private credit strategy, with only 12 managers surviving a ruthless cull of more than...
The myths holding clients back from private markets
FinCap executive chair Christian Ryan says private markets are more familiar, more accessible and more visible than most investors assume. The barrier is...
The queue that isn’t forming: why Australia’s IPO market has stalled
Katie Hudson, head of Australian equities research at Yarra Capital Management, argues that the IPO drought gripping listed markets is not a demand problem, it...
The Egyptian wheat loan that can answer a key challenge in client portfolios
Egypt was the sovereign headline, but the wheat facility shows why investors can seek comfort in analysing the guarantees, collateral, creditor status and...