Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
- Alec Cutler
- Anant Kumar
- Andrew Lockhart
- Angus Hill
- Ben Walsh
- Chris Brookman
- Contributor
- Craig Brooke
- Cristina Lee
- David Chaplin
- David Dix
- Dion Hershan
- Drew Meredith
- Emanuel Datt
- Francyne Mu
- George Lin
- Giselle Roux
- 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 Hatzis
- Nick Langley
- Nicki Bourlioufas
- 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
- Will Arnost
- Yarra Capital Management
'We are in the midst of a revolution in money, finance and culture'
We have already entered a new era (perhaps ‘the Crypto Age’) where large parts of our daily lives – work, social networks, financial capital,...
Advisers not in private equity "missing a huge piece of the pie"
Private equity has been one of the most popular, and profitable, of the alternative asset classes in recent years. The collision of massive amounts of capital...
It's been easy for advisers to be lazy - the time for alternatives is now
“It doesn’t matter what type of investor you are, it’s the same across the board. It comes down to what is your objective and the type of...
What do I do when nearly everything is down?
Just a few short months ago, we were asking the question “are equities too expensive?” The threat of rate hikes then switched the rhetoric to...
The powerful inflation hedge of commercial property
The oldest asset class in the world, direct property, is experiencing somewhat of a renaissance amid a surge in inflation and the pursuit of lower-risk income...
Manager selection key in PE
Returns for the classic 60/40 portfolio are expected to be “uninspiring” for the 2020s, according to Schroders, and investors are rushing towards...
Perennial brings institutional nous to solve the defensive income problem
Speak with any financial adviser today, and it’s likely that their biggest investment concern isn’t related to the equity component of their...
CRE debt continues to perform during periods of rising rates
With our long period of near-zero interest rates seemingly at an end, every investor’s attention turns to the balance of their portfolio. Conventional...
Bond yields to decline as rate expectations bubble reverses
Traditional fixed income allocations, whether in the form of corporate or government bonds have been on the nose in 2022 and most of 2021 for that matter. The...
The driving force behind a metal super-cycle
The global shift towards decarbonisation is happening and accelerating at a rapid rate, to ensure the removal and reduction of carbon dioxide in the atmosphere...
Property - the new frontier of thematic investing
Thematic investing has been among the most powerful and popular trends in the last several decades. The idea of identifying the next Apple or Amazon is one of...
'Crisis alpha' becoming more valuable than ever
There is little doubt that advisers and asset allocators around the world have been rapidly researching which investments have performed best in periods of...
Even a small Bitcoin allocation can help portfolio, says Nickel Digital
With Bitcoin’s mainstream acceptance and Australia’s push to form a framework around cryptocurrency, it raises the question as to whether...
Blackmore Capital has sold two positions to partially fund two new stocks
Blackmore Capital’s chief investment officer (CIO), Marcus Bogdan, provided a rundown on sectors that look attractive following the January sell-off....