Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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The resilient pillars of U.S. currency power
The debate over the future of the U.S. dollar is louder than ever, yet beneath the noise, Franklin Templeton’s Sonal Desai argues the greenback’s dominance...
Beyond the magnificent seven: where advisers should look next
Arrow Private Wealth's Ryan Synnot says advisers should look past obvious AI winners to old-world re-raters, venture capital and the defensive yields now...
Forget the mega-caps: the real AI money is flowing somewhere else
Ellerston Capital bets on AI infrastructure as the bottleneck shifts to physical assets, where overlooked small-caps provide the raw power and data center...
Private equity is no longer a category call
MLC’s Rachael Lockyer says private equity outcomes now depend far more on manager selection than broad asset allocation.
The next great technology winners may be built long before public markets can access them
StepStone’s Phil Cummins says technology’s biggest value creation is increasingly happening in private markets, and that has major implications for how...
Private markets need more scrutiny than the sales pitch suggests
Genium’s Tim Murphy says advisers need to look far harder at structure, incentives and product design before embracing private market funds.
Is the 60/40 portfolio still relevant in 2026?
For decades, the traditional 60/40 portfolio has been a reliable foundation for investors seeking a balance between growth and stability. But is it still...
Geopolitical shock, AI disruption and a case for Australian bonds
Bentham's Richard Quin has cut high-yield exposure to record lows and is making a pointed case for Australian bonds. Here is how the firm is navigating two...
In active equity investing, process and humility may matter more than certainty
Invesco’s Andrew Hall says the best investors are not the most certain: they are the most disciplined about process, psychology and knowing what can go...
In private credit, the winners may be the managers built for tougher markets
Blue Owl’s Logan Nicholson says the current market is creating better opportunities for private credit, but only for managers with disciplined underwriting,...
Chris Wallis says advisers need a new market playbook
Vaughan Nelson chief executive Chris Wallis says the bigger risk for advisers is not the next headline shock, but a structural reset in liquidity, capital...
Contracted, essential, resilient: the case for infrastructure in uncertain markets
Brookfield’s Chloe Berry says the best assets are essential, contracted and built to outlast market noise.
Private equity’s edge lies in discipline, access and execution
Roc Partners’ Michael Lukin says the real opportunity sits in overlooked businesses, not crowded markets.
Private equity’s next edge will be operational, not financial
Alceon’s Zac Midalia says the next winners in private equity will combine traditional dealmaking with AI-led operational change.