Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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The death of the 40/60 is overstated
The 40/60, or balanced, portfolio has seen a growing stream of eulogies as “experts” the world over suggest it is broken. The reason, they surmise,...
Opportunities in Private Debt
Investors seeking alternatives to high-priced equity and low-yielding fixed income investments are increasingly turning to Australia’s private debt...
Infrastructure in 2022: Defensive Growth, or Just Defense?
The surprises over the last 12 months should give some indication of the significant uncertainty facing investors in 2022, with forecasts for global GDP growth...
Rare diversification and growth in emerging Agri Property fund
Specialist alternatives investment research firm Evergreen Consultants has released a research report on AAM Investment Group’s Diversified Agriculture...
Australian Ethical launches first Australian ETF
Australia’s leading sustainable equity manager, Australian Ethical Investment (ASX: AEF), will list its high-conviction fund as an exchange-traded (ETF)...
Hedge funds, 'hybrid alternatives', in the hot seat
Uncertainty has returned to the market after a bumper 2020, fuelled by persistent inflation and a pandemic that never really went away. But in its latest...
'Optimism and opportunity' for Aussie equities in 2022
“Optimism and opportunity” are the best way to describe the outlook for the Australian equity market in 2022 according to Reece Birtles, of Martin...
Advisers 'spoiled for choice' with alternative assets, correlation key
If we are truly honest about the state of the Australian investment industry when it comes to alternatives, we were very much a backwater for many years. That...
Professional investors turning to illiquidity and alternatives in search of returns
Leading investment consultancy bFinance this week released its Insurer Investment Survey, which seeks to understand the investment intentions of the holders of...
Is Bitcoin's correction a precursor for the market?
One of the most powerful, and potentially long-standing, impacts of the pandemic was the so-called democratisation of investing. With over a billion people...
Performance dispersion expands amid growth sell off
The second half of 2021 has produced a mixed bag of results for global growth equity funds. A mass rotation away from China and high bond rates impacting...
Value rally slows despite 'perfect' conditions
On the whole, value funds underperformed growth despite some volatility in October. Global equities managed to resume their upward trajectory in October and...
Crypto platforms welcome Frydenberg's regulations
From being a ‘crypto critic’, Australia has quickly transformed itself to soon be a ‘crypto leader’ by proposing a framework for...
Forward looking measures to drive ESG says Perennial
The suggestion that investing in a more responsible or sustainable manner detracts, rather than adds to returns has now been debunked, with research proving...