Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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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...
Partnerships at the centre of asset allocation in 2026
When it comes to asset allocation, LGT Wealth Management Australia's Matthew Tan believes disciplined manager selection and enduring partnerships matter more...
Why liquid alternatives are becoming a core portfolio building block
Liquid alternatives can diversify portfolios while preserving liquidity. Mishan Dahia of Atchison says advisers must focus on the role each strategy plays in...
Client first, complexity second: Graeme Bibby on making alternatives work
In a market where private markets are proliferating, Bibby argues that the ability to make complexity relatable will define the next phase of advice.
Fixed income in 2026: deficits, AI and the case for global diversification
Fixed income is no longer a passive anchor in portfolios. AI debt issuance, swelling US deficits and stubborn inflation all point to the need for a fresh...
Defensive allocations in flux as hybrids exit and volatility rises
As bank hybrids fade and equity volatility returns, the traditional defensive toolkit is shrinking. In this new phase of the cycle, structure and liquidity...
Utilities and toll roads power ahead as infrastructure tailwinds build
Electricity networks and long-dated toll roads are powering infrastructure performance. Structural tailwinds from AI, climate resilience and regulated returns...
Liquidity in private credit: separating promise from practice
As private credit allocations grow, so too do questions around liquidity risk. This piece helps advisers look beyond headline redemption terms to understand...
From inflation to fiscal risk: The new fault lines in global fixed income
In a market shaped by rising fiscal risk and uneven growth, Amundi’s Gregoire Pesques argues that truly global, unbiased fixed income has become a source of...
Asset allocation after the easy decade
In a more volatile and fragmented world, disciplined asset allocation is becoming the primary driver of investment outcomes.
Space X already lifted-off for Pengana
The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....
Breaking the concentration trap: Understanding the comfort of familiar assets and the cost of hidden risks
Many portfolios feel diversified but aren’t, and the hidden cost of that comfort only reveals itself in the next market shock.
Secondaries come of age as Coller joins EQT
The rise of secondaries has been years in the making, but the decision by EQT to build around Coller Capital marks the moment the asset class truly comes of...
Inside the secondaries boom
With secondaries volumes topping US$200 billion, what was once a niche corner of private markets is rapidly becoming a mainstream tool for investors seeking...