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
- Chris Brookman
- Contributor
- Craig Brooke
- Cristina Lee
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- David Dix
- Dion Hershan
- Drew Meredith
- Emanuel Datt
- Francyne Mu
- George Lin
- Giselle Roux
- Greg Bright
- HMC Capital
- Invesco
- Ishan Dan
- James Dunn
- Jamie Nemtsas
- Jasmine Yeo
- Joanne Driscoll
- Joe Millward
- John Taylor
- Jonathan Pullin
- Jonathan Ruffer
- Jonathon Pullin
- Joss Engebretsen
- Kevin Toohey
- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren Ryan
- Laurence Parker-Brown
- Lisa Uhlman
- Matthew O'Leary
- Michael Armitage
- Michael Block
- Mishan Dahia
- Neuberger Berman
- Nicholas Way
- Nick Hatzis
- Nick Langley
- Nicki Bourlioufas
- 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
Looking for growth? Then stay away from the S&P/ASX20
Where the US sharemarket index is concentrated in the "magnificent seven," in Australia, it's more like the "broken blue chips." The notion that you can...
AI, infrastructure, commodities and the investment case ahead
AI is now deeply embedded into society, and it represents the early stages of a long-term capital formation cycle, not a cyclical opportunity. However, a...
A living legacy: How institutional investors use credit to build intergenerational wealth
Most structured credit investments pay monthly, quarterly or semi-annual income. With loans typically floating-rate in nature, investors also gain some...
The great equity illusion: Markets, madness and the passive party
There is an old belief in investing that fundamentals eventually matter. Cash flows, valuations, business models and the steady arithmetic of earnings growth...
When the game is already half over: The strategic case for secondaries
The case for secondary investments versus primary investments in private equity often hinges on a simple difference: in secondaries, the investor has had a...
Public credit’s quiet revival: Why investors are reassessing the balance
There is renewed interest in Australian public credit: flows are increasing as investors seek diversification after a period of heavy allocation to private...
Gold: The quiet repricing of trust
Gold’s rally isn’t about price or panic. It’s about trust. As central banks quietly rebalance reserves, they’re signalling a deeper shift in how...
Private infrastructure: The outperformer in a noisy market
Infrastructure assets are the operating systems of the modern world, and economies cannot function without them. In the investment sense, that can translate...
Core property rebounds: The new cycle and the rise of alternatives
After several years of yield compression and market disruption, 'core' commercial property is entering a new growth phase. Manager Barwon Investment Partners...
Asset-backed lending: Private credit's next frontier
Asset-based lending (ABL) is the US$20 trillion next frontier of private credit, and it's growing, as very high-quality assets leave the banking system and...
Alternatives under scrutiny: Unpacking the opportunities and risks
The landscape for alternative investments in Australia is expanding rapidly, and with it comes both opportunity and complexity, says research house SQM.
Skin in the game and the value of distraction-free credit
While the debate around private credit continues to split views among advisers, the question of alignment could be the most important one a client or adviser...
Beware today’s 20-year corporate bonds: Yarra Capital
Bond investors should consider if they are getting a sufficient return for the level of risk taken. For Yarra Capital's Phil Strano, an actively managed...
More to bank income securities than hybrids, says new active ETF manager
This month’s launch of the actively managed Seed Financial Income Fund Active ETF (ASX: SFIF) makes accessible to a much broader range of investors the...