Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
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- Will Arnost
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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...
New rating system set to separate leaders from 'greenwashers'
Environmental, social and governance (ESG) considerations are becoming an increasingly important discussion point for advisers and investors alike. This was...
Why one manager is bullish on a dividend boom
Are investors looking at a dividend bonanza in 2021? According to Dr Don Hamson, portfolio manager of the Plato Australian Shares Income strategy, the drought...
Growth capital a unique alternative to volatile markets
For some investors, raising the idea of investing in corporate private debt brings almost immediate questions about the risk of default, the security of the...
Battleground: Infrastructure in post pandemic world
In this article we compare infrastructure heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their strategies. While Magellan...
Looking for the long-term 'reopening beneficiaries'
As the COVID recovery gathers momentum, it is interesting to consider which sectors and companies are benefiting from the short-term boost of temporary...