Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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HMC Capital looks to mirror healthcare sector success with property focus in 2024
HMC Capital has demonstrated how effective its active engagement strategy is with the success of the Sigma/Chemist Warehouse merger. Now David Di Pilla and his...
Australian Ethical to 'push more' across asset classes in search of greater market power
The CIO of the $10 billion Australian Ethical wants to triple its funds under management by 2030. Getting on that growth trajectory could mean offshore...
Innovation should be the engine of equity portfolios, especially in 'powerhouse' Australia
As central banks signal that global economies may have reached a tipping point and the inflation cycle may soon retreat, investment teams need to refocus on...
Securitisation stays strong through market turmoil, propped by non-bank lending growth
Even the RBA is extolling the virtues of the role non-bank and private lenders play in Australia's financial ecosystem, with the sector providing investors...
Equity market concentration and the value of spreading across styles
Investors remain concentrated, with most active assets in growth-style funds and passive assets concentrated in giant US technology shares. With valuations...
The leaderboard: Top 5 growth alternative managed funds
Atchison Consultants weighs up the three-year performance of five top ranked managed funds in the growth subset of the increasingly in-demand alternatives...
Defensive 'alt stars': 5 funds outperforming over 3 years
In this column we take a closer look at the best performing funds in some of the most popular asset classes, with the aim of providing insight and support for...
Small cap sell-off presents 'promising backdrop' for market entry: Australian Ethical
With interest rates at or near their peak, the headwinds buffeting small caps could turn into tailwinds. According to Australian Ethical portfolio manager Andy...
The 'sweet spot' for commercial real estate debt in client portfolios
For capital allocators concerned about exposing their clients to too much risk in real estate debt, specialists say asset discernment and due diligence are key...
China relationship brings new volatility dynamic to Australian portfolio management
The importance of Australia's economic relationship with China cannot be overstated, but with the Red Dragon's economy faltering and our historically close...
Atchie's top 5: Core global equity blend funds
The benchmark core equities sector is a fundamental sleeve in any sophisticated portfolio. Most profess top quartile returns, but which five have genuinely...
Alts research lacking, investment teams need to 'roll up the sleeves': Panel
Track record is vital, but a lack of comprehensive and independent research is often forcing investment teams to do their own due diligence when it comes to...
Volatility on the Atlantic House local menu in ‘24
"Volatility is the most persistent diversifier," says Atlantic House Australian head Andrew Lakeman. "People are starting to realise that, as well as realising...
Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure
In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance...