Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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VC is booming in NZ, and the opportunity set for investors is expanding
NZ punches above its weight in many sectors, with deeptech the latest to surge on the back of a global mindset, an abundant talent pool and VC enterprise that...
'Changing dynamic' between public and private markets worth watching: ASIC
Private markets are worth around $14 trillion globally, ASIC believes. It's not sure, and that uncertainty hints at the wider problem – private markets, and...
Why value is better at taking market beat-downs
Value stocks are hit harder in market drawdowns but come out of them faster and harder, according to research from Pzena Investment Management.
Investors shake off home bias, shift to international equities
Australian investors are looking past the allure of franking credits and moving towards more unbiased diversification, with ETFs providing a cheap, liquid and...
Secondaries’ ‘global opportunity’ comes to the land down under
Long the bailiwick of institutional investors, private markets secondaries are now trickling down to the wealth space as the market grows and new vehicles...
Plying the lower-mid PE market for 'hidden gems' with Fortitude's Nick Miller
The phenomenal growth of private equity's big players has left a yawning gap in the lower-mid market, which enterprising players like Fortitude Investment...
Bond attraction firms as rate cuts swell yields and non-correlation returns
With rates well and truly crested and bonds once again showing their strength as a defensive ballast mechanism, Capital Group believes the time might be right...
High regulatory bar makes healthcare a solid value play: Perennial
Idiosyncratic regulations around healthcare product marketing in Australia has led to an under-represented market, which in turn presents an opportunity for...
'Still weak': Listed asset managers need to evolve rapidly to escape ETF obliteration
With traditional equity managers losing the fight against passive product providers, diversification into more specialist classes of asset management may...
Lonsec upgrade places Barwon’s listed PE fund on par with Zenith rating
A feeder fund for one of Barwon Investment Partners' founding strategies has been rewarded for its robust return, securing a top rating from a second major...
Family offices move up the wealth spectrum, push for sophisticated investment
The investment vehicles of wealthy families are internalising asset management and professionalising their investment teams at a rapid rate, according to Citi...
‘Just a little crazy’: SMSF retirees continue to shun fixed interest investments
Institutional investors get it. So do some financial advisers. But for most SMSFs, sovereign and corporate debt is the forgotten asset class – despite the...
New real estate value cycle 'close at hand': Invesco
Real estate income will face challenges in the new value cycle, Invesco says, but investors will have the chance to build growth if they lean into secular...
Ex-20 option shines as banks and miners face growth headwinds in 2025 and beyond
The entrenched position of the banks and miners in the ASX 200 doesn't necessarily correlate to inherent growth potential, especially with the issues both...