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
- Joanne Driscoll
- Joe Millward
- John Taylor
- Jonathan Pullin
- 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 Hatzis
- 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
- Will Arnost
- Yarra Capital Management
Beware ‘unconscious concentration’: Rethinking diversification
Think your portfolio is diversified? Hidden concentration could tell a different story. See how looking beyond the benchmark can uncover opportunities.
The 25-year cycle: how history is pointing advisers toward small caps right now
After 26 years in small cap investing, Wellington Management's Peter Carpi has a clear message for advisers: the rotation from large caps to small caps is not...
Be disloyal: why blue chips may be costing your clients
Yarra Capital Management’s Dion Hershan argues the set-and-forget mentality that has defined a generation of Australian equity investing is now a liability....
Fixed income back in the good books
Amundi’s Rajesh Puri explains how positive real yields have restored global fixed income to its protective role, offering investors vital portfolio...
The AI scorecard Australia did not know it needed
A landmark independent assessment of Australia's AI capabilities finds the country holds significant untapped potential. The findings matter well beyond policy...
Concentration risk is hiding in plain sight
With market concentration reaching historically elevated levels across the US, the advisers best positioned to navigate it are the ones who understand exactly...
Trade finance: an old asset class finding new relevance
The asset class is old, but its portfolio relevance is modern: bank-aligned, diversified credit exposure linked to the physical movement of goods.
When private markets cross 10 per cent threshold, HNW advice has to change
Investment Trends and Praemium data show alternatives have crossed a threshold in HNW portfolios. The implications for adviser practices reach well beyond fund...
Small caps are back. Here is what active managers are buying
After a rough March, Australian small caps stage a solid rebound. The managers running money inside the Third Link Growth Fund say the opportunity is real, but...
Redefining diversification in a concentrated equity market
In today’s environment, AI-fuelled concentration, elevated valuations and heightened correlations have made genuine diversification more challenging than...
Emerging markets surge, what's fueling the new highs?
Emerging markets resilience is earnings-driven, according to Amundi. Debora Delbo highlights uneven country impacts, with Korea and Taiwan leading on...
Stable earnings, rising capex, better value: the case for listed infrastructure
ClearBridge’s Shane Hurst says the listed infrastructure sector is being driven by a rare mix of growth, income and earnings stability.
SpaceX, OpenAI, Anthropic: the IPO wave that could shake up your portfolio
As the US IPO market reopens, a wave of mega-cap private companies preparing to list could significantly reprice growth equities, creating major portfolio...
The tax advantage nobody's talking about
Australia's CGT changes have widened the after-tax return gap between conventional assets and startup investing. For sophisticated investors, tax-exempt ESVCLP...