Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
- Abbey Minogue
- Alec Cutler
- Anant Kumar
- Andrew Lockhart
- Andrew Wilson
- Angus Hill
- Ben Walsh
- Chris Brookman
- Contributor
- Craig Brooke
- Cristina Lee
- David Chaplin
- David Dix
- Dion Hershan
- Drew Meredith
- Emanuel Datt
- Eric Marais
- 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
- Orbis
- 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
Challenger research demonstrates the importance of community for retirees
The Retirement Happiness Index climbed to 69.5, reflecting growing optimism among older Australians.
Specialist Disability Accommodation: from niche to institutional asset class
A national shortfall in Specialist Disability Accommodation is reshaping a once‑niche sector. Structural demand, government-supported income and disciplined...
Finding the real winners in private markets’ biggest themes
AI, ageing and reshoring are powerful themes, but private-markets winners emerge through manager selection, execution, valuation and due diligence.
Investment perspective: oil prices as the key transmission risk
Oil prices act as the conflict’s pressure valve, fuelling inflation, squeezing growth, and reshaping markets, while investors thrive not on prediction but on...
The edge in private markets: how lower mid-market PE creates idiosyncratic alpha
For many advisers the challenge with private equity is sourcing deals that lie away from the busiest parts of the market. Perhaps the answer may lie in the...
From product-picking to portfolio construction: building managed accounts for private markets
Private markets may be moving mainstream, but for advisers the real opportunity lies in building the portfolio infrastructure, governance and liquidity...
The $327,800 gap: how Australia's super industry learned to lie with data
Australia’s super lobby groups are adopting methodology to fit the message, leaving advisers, policymakers and consumers to sort truth from advocacy.
Discipline in lending: why non-bank property finance is gaining ground
As non-bank lending grows, advisers need to look past yield and focus on risk, governance and track record.
Powering the digital economy: why core infrastructure is gaining renewed attention
'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...
One door to private credit: how multi-manager strategies simplify a complex asset class
Private credit promises yield and diversification, but it also brings complexity, illiquidity and a growing manager universe. For KeyInvest and Atchison, the...
Structure, scale, usability: Inside a property fund built for advisers
Commercial property’s real advantage is often overlooked: income secured by lease agreements that rise steadily over time. Chris Davitt explains how the...
Conflict worsens the picture for levered credit
Leveraging an investment-grade credit portfolio was already a dubious strategy before the Middle East war broke out. It's now an even worse idea, says Yarra...
Alternatives demand patience, discipline and perspective
Alternatives can offer diversification benefits, but advisers need to understand client liquidity constraints and longer investment horizons. Their role in...
Back to the future of income: Why property belongs in client portfolios again
The search for income has taken advisers into new territory in recent years, from private credit to complex alternatives. According to Dexus’ John Taylor, it...