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
- David Dix
- Dion Hershan
- Drew Meredith
- Emanuel Datt
- Eric Marais
- 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
- 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
- Will Arnost
- Yarra Capital Management
'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...
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...