Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
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- Rob Perrone, Eric Marais & Shane Woldendorp
- Rob Prugue
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- The Inside Adviser
- Tom King
- Tyndall Asset Management Australian Small Companies Team
- Will Arnost
- Yarra Capital Management
The duration paradox
The biggest influence on investment returns in the September quarter was a clear ‘backing up’ or bond rates. Naturally, this is causing advisers...
Co-investment opportunity as NAOS goes private
Niche small-and-micro-cap Australian equities asset manager NAOS Asset Management has launched a unique investment fund that focuses on private businesses in...
Structural growth still 'at reasonable levels' - Griffin
While equity markets pedaled sideways over the September quarter, volatility has returned, causing a pullback and a lot of pain for global fund managers. Nick...
Alternatives at the centre of Lucerne's success
Heading into uncharted territory, Lucerne Investment Partners CEO Anthony Murphy used the global pandemic as an opportunity to get in-front of the market with...
'Buy the dip' sees record ETF inflows
Australia’s exchange-traded fund sector continued its stellar recent run, with record inflows of $2.9 billion in September 2021. Issuer BetaShares’...
The great crypto debate
Bitcoin’s volatility means that institutional investors have historically steered well clear. But the times are a-changing, and even skeptics believe the...
An alternative source of income
Where commercial real estate (CRE) debt fits in a defensive portfolio with an income focus The problem with bonds Times are tough for investors or advisers...
Tech sell-off an opportunity, not a threat
It didn’t take long to see headlines about another technology sector sell-off feed through the market. It seems like a monthly occurrence that the threat...
Crypto is set to dominate portfolios, are you ready?
A recent survey by Credit Suisse shows that a quarter of financial advisers have cryptocurrency assets in their clients’ portfolios. In addition, another...
Protecting your portfolio from disruption
There is no denying the ripple effect that blockchain technology has had, not only in the cryptocurrency world but the wider world. What started out as being...
Big, energetic and different
Outside equity, fixed income and well-known alternatives there is another world of investment options that rarely find their way into portfolios. Examples...
'Insatiable demand' for essential infrastructure to continue
Australian infrastructure assets such as airports, bridges and ports, known for their reliable income, are becoming the target of cashed-up overseas pension...
The rise and fall (and rise and fall) of thematic investing
The 2020s are set to be the years of thematic investing – but so were the early 2000s. And the more things change, the more they stay the same. One of...
Syndication and fractional investing offer 'free lunch'
In the 1950s American economist Harry Markowitz opined that diversification was the only “free lunch” in investing: a reference to the role of the...