Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Industrial property push here to stay: Charter Hall
With the lowest vacancy rate for industrial land in the developed world, Australia's biggest challenge in the sector is keeping up with demand. But there's no...
Institutional backing sees HMC Capital launch $1.3B healthcare fund
With demand for healthcare assets trending in one direction, the surging alternative asset manager has launched its second unlisted institutional fund for the...
Three reasons senior secured loans can shine through the uncertainty: Invesco
The uncertainty seen in markets over 2023 will likely continue over the calender year, but Invesco sees a lot of positives for loans that can only benefit...
'Bonds are back': Advisers shifting clients into fixed income as inflation persists
Financial planners have already started rolling their clients towards fixed income and defensive assets, a panel has heard, as high interest rates and...
Once maligned, derivatives shine as investors rethink volatility
Derivatives should not be a "dirty word" for investors looking for better returns, capital protection and diversification at a time when volatility and higher...
How to pick a better private credit provider
Not all private credit providers are created equally, and due diligence is crucial for investors. But what separates the wheat from the chaff?
Critical mass: Four potential winners in the booming critical minerals space
The inimitable James Dunn picks a handful of niche critical minerals off the conveyor belt and discusses which ones have the most inherent stock potential.
Neuberger Berman finds quality in agency mortgage-backed securities
Amidst a tough environment for fixed income, agency mortgage-backed securities are one of Neuberger Berman’s highest conviction areas of relative value in...
REITs go through 'structural megatrends' as fundies pivot in different ways
Investors and consultants are bending their efforts to find navigable paths around headwinds buffeting the commercial real estate sector.
Credit primes as a defensive stalwart in higher-for-longer environment
As the impacts of rising interest rates continue flowing through the economy, credit remains one of the most reliable and attractive ways to add defensiveness...
No time like the present for senior secured loans: Invesco
Senior secured loans recover strongly from economic downturns and plenty of corporates are well prepared for any ructions ahead. Still, active management...
Opportunity awaits agile investors in 'new regime': BlackRock
Rapid economic and geopolitical changes have led to a new investment regime in the latter half of 2023, according to the BlackRock Investment Institute....
In the shadow of Edinburgh Castle, reinvestment is the Rock of Ages
Edinburgh-based Dundas Global Investors sees dividend growth, rather than dividend income itself, as the key to long-term outperformance. The numbers bear out...
A clear bridge to energy transition exists, with listed infrastructure key
The energy transition is full of unknown unknowns, but there are still ways to get some certainty over returns as the world changes how it generates and...