Investment
Investment news, analysis, and asset class coverage for Australian financial advisers and institutional investors.
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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...
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...
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...
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...