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
- David Chaplin
- 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
Microcaps: The quiet engines of long-term wealth creation
Joel Fleming is most at home in a part of the stock market where not many analysts or fund managers venture. That's just fine with him.
The steady hand in volatile markets
The appeal of private credit starts with its ability to strip away the day-to-day distractions that plague public markets, says Andrew McVeigh, managing...
Why fixed income benchmarks are built for issuers, not investors
It's a bugbear for investors that in the fixed income world, benchmarks are very different to what they represent in the equities world. In FI, departing from...
A secondary offer that both couldn’t refuse
Jeremy Coller, managing partner at Coller Capital, thought he had made Jake Elmhirst an offer he couldn't refuse. But Elmhirst came right back at him with...
Head-to-head: Infrastructure versus property
Which asset class better hedges inflation and provides income? Let's put them head-to-head.
From risk to reward, the case for default arbitrage
Far from being a purely negative outcome, defaults can form the basis of a tradeable, diversifying asset class that sits alongside more traditional fixed...
Time to rethink the 'couch potato' of passive fixed-income
Passive fixed-income is an unhealthy couch potato — and it's time to get active, argues Michael Armitage.
Where to find private credit’s best yield-for-risk
The most compelling opportunities in private credit can often be in the more niche exposures, says manager Oaktree.
Alternatives: The asset class that makes or breaks portfolios
Alternatives is the one bucket that still allows advisers to truly earn their fee. But it's the hardest to get right; and the easiest to get wrong.
Stress-test for rallies, not just recessions
At the recent The Inside Network Income & Defensive Symposium, Mercer principal Andrew Stewart challenged advisers to widen their lens on portfolio risk,...
The shifting dynamics of non-bank lending in Australian real estate credit
Over the past decade, the landscape of commercial real estate lending in Australia has undergone a structural transformation. But not all of the commonly...
A compelling case for public credit in a risk-aware world
Investment-grade credit is having a moment. For Phil Strano, portfolio manager at Yarra Capital Management, the appeal lies not in hype or headlines, but in a...
PE primary versus secondaries: Mechanics, trade-offs and portfolio applications
Private equity (PE) offers attractive return potential, diversification, and access to company-level growth not captured in public markets. However, the...
Reframing the conversation around the NDIS
Specialist disability accommodation (SDA) is changing the standard of living for people with disability; and the investment market is helping to fund it. It's...