Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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'Uneven' impact of race to net zero opens huge opportunity
The mooted transition to net-zero will have an “uneven impact” across sectors, presenting opportunity and risk in equal measure, according to JP...
Charter Hall remains acquisitive amid Victorian tax shake-up
Charter Hall Long WALE REIT (ASX: CLW) has announced that it has secured a $790 million investment portfolio to be owned by the REIT and Charter Hall Direct...
The wide, wide world of ETFs shows no signs of slowing
The ETF world has multiplied well beyond expectations. Index-linked ETFs are now a standard-bearer for investment portfolios driven by sticky active fund fees...
Neuberger Berman's fixed income strategies for the times
With records still being set by both equities and bond markets, investor uncertainty abounds. It would seem that these times are made for both active...
Allianz Retire+ flags defensive alternatives as solution to cash conundrum
The cash conundrum facing retirees is well-known and broadly appreciated, yet little is being done to address it. With global governments forced to flood the...
Infrastructure and utilities remain attractive, renewable valuations 'stretched'
Infrastructure assets, which range from utilities such as electricity generation, to assets that facilitate the movement of the population, such as airports...
The 'case for active' in fixed income is strong
This week we had the pleasure of speaking with fixed income gurus Mark Mitchell and Justin Tyler from Daintree Capital to get their view on the interest rate...
Despite continued growth, tech remains underweight in portfolios
Technology has been the best performing sector for 10 years. And it has outperformed for the correct reason: it makes more money. The past decade, the tech...
'The market is efficient, but it has no imagination' - Ausbil
Global small-caps consistently outperform their large-cap brethren – and do it with a better risk-adjusted return – but few investors are paying...
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....