Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
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- The Inside Adviser
- Tom King
- Tyndall Asset Management Australian Small Companies Team
- Will Arnost
- Yarra Capital Management
"We are in a different world" where industry dynamics will drive returns
"We spend the majority of our research time on understanding industries," explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting...
Global X surfs ETF wave into Australia
As with everywhere else on the globe where they've been introduced, exchange-traded funds (ETFs) have grown like crazy in Australia.
'Era of structural inflation' will require change of approach
‘An era of structural inflation is upon us” explained Con Michalakis, head of investments at Statewide Super, speaking at The Inside...
Infrastructure is 'not just a bond proxy'
There is a common belief among the investment community that infrastructure and other real assets are little more than a "bond proxy".
Market neutral strategies come to the fore amid volatility
Absolute return or 'market neutral' equity strategies as they are widely known, may well be one of the most difficult approaches to understand for many...
Active v passive debate more relevant than ever
As global share market volatility becomes the norm, active fund managers argue their expertise is needed to help protect against losses and deliver robust...
'Analyst vacuum' an enduring alpha opportunity in small caps
Australian portfolios are not appropriately positioned for the risk and reward on offer from the multitude of asset classes and sectors available, contended...
Plotting the return to duration
Bond markets have effectively become the 'freight train' of a long series of other assets, with a surge in bond yields pulling nearly every other asset class...
Active management preferred for ESG allocations
The events in Russia and Ukraine offered a real time insight into the challenges facing ESG, ethical and sustainable investors around the world.
Innovative approaches open real assets to the masses
The United Nations has described the managers of global real estate assets as 'one of the most important decision-making groups on Earth'.
Thematic ETFs drop like hot cakes
Funds into thematic exchange traded funds (ETFs) have dried up this year as technology stocks get hit globally.
Investors should prepare for the private market valuation hit
The Morningstar-owned private markets publication Pitchbook this week highlighted the growing risks in the economy along with the potential impact of higher...
Good time to buy quality semiconductor companies, say experts
For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now...
Why this trillion-dollar managers prefers stocks over bonds
"We recently cut risk but stick with stocks over bonds for now. Equity prices now reflect much of the worsening macro-outlook and hawkish Fed" were the latest...