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
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- Craig Brooke
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- HMC Capital
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- Jonathon Pullin
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- Lachlan Buur-Jensen
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- Lauren Ryan
- Laurence Parker-Brown
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- 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
Medical devices the next frontier of growth
Move over supermarkets, utilities and gold bullion. When it comes to defensive exposures, there’s nothing more compelling than medical device providers...
Will Taiwan tension derail emerging market allocations?
As investors start to look past the pandemic, the economic cost and scarring from Covid-19 has been significant. The International Monetary Fund (IMF) says...
REITs may be the solution to inflation concerns says Resolution
There is a common perception in capital markets that real estate prices are most heavily influenced by interest rate movements. Proponents suggest that an...
Equity funds back in vogue
Australian investors put more money into traditional equity funds in February and March than they did in the whole of 2019, prior to the impact of covid-19. A...
Searching for nirvana
One of the (many) headaches of the current financial market setup is the lack of return on cash or term deposits that can hold onto the real value of money....
The role and outlook for credit in 2021
Michael Karagianis who is the head of NFP and Retail Partnerships at JANA Investment Advisers presented “The role and outlook for credit” at The...
Credit set to spur the economic recovery
This week, The Inside Network held its inaugural Credit Masterclass event, a deep dive into the intricacies and characteristics of the fast-growing domestic...
Which managers are leading the value investing boom?
In a nutshell, value investing is buying ‘quality’ companies at share prices well below intrinsic value. Quality is defined using four...
'Need to search beyond the index' for clean energy opportunities
The United States’ re-signing of the Paris Climate Agreement under President Biden, combined with a strengthening commitment on carbon emission targets...
Is gold only for the true believers?
Gold’s crown is a little tainted by its recent price retracement, which has taken the yellow metal roughly back to where it was a year ago. Instead,...
Inflation linked-bonds, credit risk preferred amid uncertainty
A lot has changed over the past few months – successful COVID-19 vaccines have been deployed, President Joe Biden announced his plan to tackle climate...
'Rational bubble', but crypto acceptance increasing
Europe’s largest asset manager, with EUR$1.4 trillion ($2.2 trillion) in investor funds, Amundi Asset Management, recently weighed into the...
Bonds 'oversold' following the worst month on record
Recently crowned with the Fixed Interest Manager of the Year award by Morningstar, its third such win in four years, Western Asset Management is on the front...
Buffett pushes back on ESG proxy pressure
The US$500 billion ($649 billion) investment conglomerate Berkshire Hathaway (NYSE: BRK.A) is the latest group to come under pressure for its climate change...