Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Beyond bricks and mortar: 2024's best listed property fund managers unveiled
For many Australians, REITS have been a cornerstone for those looking to dip their toes into the property market without the traditional barriers of direct...
Surging equity markets highlight importance of valuation discipline: Australian Ethical
An elevated market is a good thing, but investors that take a valuation mindset into asset allocation need to be wary of what that means for prices. "Chasing...
Small caps renaissance set to highlight the value of active management: Invesco
While the small companies sector of the share market is poised to benefit from the predicted retreat of inflation, the tailwinds really kick in when you throw...
The trick to value investing is more fundamental than you think
It's not always about finding companies that have the biggest market share or the ones that dominate the headlines. For true value investors, the key is to...
Direct property resilience: 2023's best property funds revealed
It may be a lumpy asset with unpredictable returns and high relative costs, but Australian property is our nation's beating investment heart. So who was the...
Difficult conditions suit small caps, active management: Atchison
Australia may not have the Magnificent Seven tech stocks, but a heavy top end on the ASX means concentration risk is just as present, Atchison's says....
Global risks can hit home with a punch, investors warned
True diversification is the only way for investors to protect themselves against global risk, says Jamie Green. "This includes diversification across asset...
It's quality time for global equities: Yarra Capital
Investors will need to adjust their expectations (and portfolios) to account for higher for longer interest rates, slower economic growth, stickier inflation...
Unloved value stocks primed for outperformance: Pzena
Rising interest rates and elevated stock multiples have brought down the equity risk premium and created a highly advantageous environment for value investors,...
Claremont Global lists active ETF versions of popular high conviction funds
With over 2 million Australians invested in ETFs and every second SMSF holding them, it's little wonder managers are keen to launch active ETF versions of...
Small caps set for resurgence with softening of inflation: Atchison's
Toohey notes that on top of softening inflation, small caps will also be buoyed by enhanced consumer sentiment and a better lending environment. "The sector...
Australian Ethical zeroes in on energy transition with new infrastructure debt fund
Australian Ethical's partner in the new fund, Infradebt, is an ubiquitous presence in Australia's energy transition movement, having funded 40 renewable...
Covenant-lite loans 'like driving a car without a steering wheel': Epsilon
A business may appear to be robust, but a savvy lender that is responsible for the capital of its investors needs to be constantly across the mountain of...
The bond market resurgence: 2023's top Australian bond managers unveiled
One domestic bond manager stands out when measuring over both one and three year terms, according to the latest data from the Atchison Consultants approved...