Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
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- Tyndall Asset Management Australian Small Companies Team
- Yarra Capital Management
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....
Janus Henderson launches Decarbonisation Index
At the COP 26 UN Climate Change meeting in Glasgow last November 2021, parties came together to accelerate action towards the goals of the Paris Agreement and...
In search of the ultimate inflation hedge
Whilst insurance companies are typicalled considered “technical, mundane and incredibly boring,” Ed Waller and his team at Yarra Capital...
Alceon rides tailwinds to deliver for yield-conscious investors
Investor awareness of the private debt sector is growing, and will only grow more as the dedicated funds in the marketplace continue to rack up strong...
'Hybrid alternatives' the future for 40/60 portfolio
Leading investment bank JP Morgan recently released its 2022 Global Alternatives Outlook, which seeks to understand the key trends and risks facing investors...
Emerging market allocations poised for long-term success
Martin Currie has released its Global Emerging Markets 2022 Outlook research note, which gives investors enough reasons to be invested in 2022 and what to...