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
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- Drew Meredith
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- Eric Marais
- Francyne Mu
- George Lin
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- 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 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
- Yarra Capital Management
If you can't beat 'em - the secret of late-stage private equity
The quantum of US companies has halved since 1996, which plays into the hands of late stage venture gurus.
Pounding the Table for Small-Caps
We think small-cap investors are well-advised to follow the investment maxim, "Look to be fearful when others are greedy and greedy when others are fearful."
Private equity and the liquidity boon for advisers
The four pillars of private equity investment all bring unique characteristics to the table.
'Whole portfolio liquidity' takes on the alternatives challenge
Alternatives don't have to be African coal mines; in many cases they're just normal assets like equity or business loans wrapped up in a private market...
Senior secured credit stands out as yields surge
As inflation rises, senior secured loans offer a relatively undiscovered respite.
A great way to play the booming natural gas market
Longreach taps into the LNG market supported by projects in Texas & Oklahoma.
The changing face of fixed income
Bill Prendergast discusses the role of fixed income and its role in portfolios today.
Infrastructure companies deliver the goods
Listed infrastructure companies provide a powerful hedge against inflation.
'When bonds didn't act like bonds'
The 'unorthodox' policy of quantitative easing has been central to the excesses in markets, says JP Morgan's Liang.
The golden rule of government bond investing
As one can expect, there was a lot of volatility in US Treasuries during this period, making it a challenging time for analysts.
Benign risk of default drives credit opportunity
History has shown that investing into bank loans and credit markets at or near current valuation levels has delivered high single digit and double digit...
Midyear Outlook: Income arrives in many shapes and sizes
Income arrives in many shapes and sizes The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties...
Private equity continues expansion into mass affluent
Private equity (PE) has continued to stand out as an asset class amid the pandemic but particularly in light of the significant selloff in growth stocks that...
Tailwind for private lending is just beginning: Pallas Capital
Australian CPI numbers were released this week showing a 6.1 per cent increase in consumer prices, the fastest pace in 30 years.