Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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Alceon launches retail monthly income fund
Multi-strategy alternative investment manager Alceon is offering its unique debt-focused strategies to retail investors for the first time, with the launch of...
Why advisers can't ignore bitcoin
Craig Hobart, a veteran of the business side of funds management, is thinking of putting a link to an ASIC podcast on his new company’s website. It...
New opportunities in commercial property
What is to become of all those office buildings and retail stores? They will be replaced, of course, at least in investor portfolios. The property sector is...
Chart topping private equity is back in vogue
This week saw confirmation that private equity was once again the leading asset class over 2021. According to the Chant West super fund survey, the median...
The allure of gold remains
Gold has intrigued investors for almost as long as its existence, first as a store of wealth and currency and now as, well, what? Asset consultancy Frontier...
European equities offer the last bastion of value
As concerns grow about record-breaking US and Australian equity market valuations, the nascent recovery in Europe is opening opportunities for value seeking...
Bond market volatility to rise, high yield attractive
Fixed-income investors, all investors for that matter, should be prepared for ‘higher market volatility’ for the remainder of 2021, according to...
'Wash and clean' equity portfolios as valuations spike
The now not-so-new ETFs that follow well-known indices have been a hugely welcome introduction. One does not have to debate the inexplicable underperformance...
Harnessing the duration effect to look beyond short-term noise
Semiconductor equipment manufacturer ASML, paint and coating company Sherwin-Williams, and payments company Mastercard are examples of stocks which possess the...
Successful growth investing demands clear focus
How difficult is it to be a successful growth manager in today’s turbulent markets? Let’s hear from Francyne Mu, a portfolio manager of the...
Transparency demanded in private markets; why make it so hard?
Why make it so hard? Occasionally, maybe even frequently, we come across investment strategies that are unexplored or even unknown. Naturally, the first port...
Goodbye Mr. Bond
Multi-asset manager Ruffer LLP’s Rory McIvor tells the story of when he sat at Ruffer’s Victoria Street office in London, five years ago, across...
Pandemic shift turns 'temporary' into structural growth
The value renaissance has been the topic du jour in the financial press since the vaccine-led recovery began in November 2020. After decades of...
Spotting an authentic sustainable investment product
In recent years there has been a large increase in the number of ESG-related investment products on the market, fuelled by increasing demand from consumers who...