Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Tech sector soars as bond yields and banks fall
Despite increased volatility emanating from the banking sector, tech stocks have been supported by falling bond yields on fears the global economy could slip...
Long-term returns data compelling, but systemic approach to small caps required
Small cap investing has considerable upside, which the long-term returns data shows. But many small caps are less than quality grade, and the managers picking...
Company quality is no absolute: Loomis Sayles
Valuing companies and their potential for growth is a slippery, convoluted process. Quality is a key metric, according to Loomis Sayles, but other factors play...
Forget hard or soft, we're in no-landing territory: HMC Capital
With some real asset trading at 20 to 30 per cent below their fundamental value, HMC's David Di Pilla says there are "compelling" opportunities for managers...
Income stocks still a smart defensive play, but look beyond miners and banks
Dividend investing can be a good source of defensive income in volatile times, but changing fundamentals mean resources companies and banks may be the weaker...
Consider wider private credit universe to maximise diversification, returns
At The Inside Network's Alternatives Symposium, Kyle McCarthy and David Lewis encouraged investors to define private credit very broadly to reap the benefits...
SVB damage contained by Fed support, but VC and PE managers count losses
The US Federal Reserve may have guaranteed deposits at the failed bank, but its collapse constitutes a major scare for venture capital outfits and private...
Supply chains normalising, but labour still problematic for private debt purveyors
Many supply chain issues have been alleviated in the last year as restrictions eased in the wake of the pandemic, said Alceon's Phil Green, but labour remains...
Follow the deals: To thrive in private equity, back a good fund manager
With private equity becoming more accessible, retail investors can now take advantage of the asymmetry-of-information and diversification benefits PE offers,...
Private-for-longer shifts opportunity set from public markets
The amount of capital being made available to private companies has surged in recent decades, making it possible, and often preferable, to keep companies...
In falling markets, dollar-cost averaging can help reduce exposure
Dollar-cost averaging allows investors to be in the market for the good days as well as the bad. This can help reduce exposure to market declines, as recent...
Why this fundie thinks Transurban is attractive
Increased traffic volumes and higher earnings have provided valuation support for the infrastructure company, ClearBridge Investments' Shane Hurst says, with...
Negative-yielding debt and the limitations of benchmarking
Negative-yielding debt topped US$18 trillion at its height in late 2020, representing a quarter of global bonds outstanding at the time. With the stock of...
Battle for market share rages as world's largest provider slashes core ETF fees
BlackRock sent a shiver through the domestic ETF market, which has tripled in the last four years to around $25 billion, slashing prices for two if its core...