20 articles from
Dexus on path to redefine opportunistic real estate investing
Opportunistic real estate investing is no longer about simply buying cheap and hoping for a rebound. Instead, it is about pairing scale with executional depth, and capital with operational capability.
From vacancy to value
With financial markets inching toward a fragile new equilibrium and commercial real estate (CRE) valuations stabilising after several quarters of volatility, John Taylor, head of private capital at Dexus, believes the moment is right for wholesale investors to reconsider their posture on property, particularly those willing to embrace opportunistic strategies that capitalise on dislocated pricing and sectoral asymmetries.
Leadership is a craft: Jim DeCarlo on building great advice firms
Leadership in wealth management is not a fixed trait. It evolves with markets, technologies and the shifting expectations of clients and staff.
The art of investing: Why fundamentals, not fashion, will win the next cycle
Paul Moore, chief investment officer of PM Capital, has never been shy about challenging market orthodoxy; and at a recent lunch hosted by The Inside Network, he was in iconoclastic form.
Specialisation, scarcity and staying power: Inside high-conviction investing
In an industry obsessed with breadth, Cooper Investors’ Endeavour Fund is doubling down on depth and specialisation.
Genium’s playbook for a changing advice landscape
As the financial advice sector grapples with structural upheaval, shrinking adviser numbers and rising client expectations, Genium Investment Partners is carving a niche as a high-conviction partner for practices seeking to thrive through precision, not scale.
The golden rules of resilience: Escala’s blueprint for advisers in volatile markets
Market volatility is not a new challenge—it’s an enduring feature of the investment landscape. But for seasoned advisers like Scott Carmichael and Ben James of Escala Partners, it’s also a recurring test of discipline. In their view, the antidote to uncertainty is not prediction, but process.
From burritos to bins: The megatrends reshaping private equity
Private equity may seem like a world dominated by spreadsheets and enterprise value multiples, but if David Chan, portfolio manager at MLC, made one thing clear at The Inside Network’s Equities and Growth Symposium, it’s that the most successful investors are increasingly backing companies with a direct line into the future.
The quiet evolution of ‘green’ bonds in global portfolios
The ‘green bond’ market, once a niche segment, is now emerging as a core allocation within institutional fixed income portfolios. And as the sector develops, investors increasingly see the bonds as exactly that: just bonds, without the qualifier.
Built for advisers: Inside Mercer’s scalable and tailored portfolio platform
In a market environment marked by growing complexity, evolving client needs and tighter margins, the ability to design investment portfolios that are both scalable and highly customised has never been more valuable. That was the central message from Rebecca Jacques, head of wealth management investment solutions at Mercer, as she addressed the insiders community during a panel session at The Inside Network’s Investment Leaders Forum.
Logistics lift-off and Melbourne’s moment: the real estate cycles investors can’t ignore
Ross Lees, CEO of Growthpoint Properties Australia, took the stage at The Inside Network’s Equities and Growth Symposium with a clear-eyed view of two key themes: the evolving opportunity in Australian logistics and the moment of deep value emerging in Victorian commercial real estate.
Australian small-caps: Benchmarks, fees and a quant’s playground
At the recent Investment Leaders Forum, Scott Bennett brought data, deadpan wit, and a surprisingly sharp message for anyone paying passive fees in small caps.
Picking winners: How StepStone Group and LGT Crestone think about venture capital
The conversation on venture capital at the Investment Leaders Forum held at Crystalbrook in Byron Bay pulled no punches. StepStone Group’s Phillip Cummins and LGT Crestone’s Kevin Wan Lum offered delegates a rare window into how venture capital is evolving — and why access, diversification and discipline matter more than ever.
Size, structure and selectivity: the real work behind private credit
Across private wealth portfolios, private credit has become something of a buzzword – frequently cited, but often misunderstood. At the Investment Leaders Forum in Byron Bay, Justin Hooley, head of Australian private credit at Barings, brought clarity to the category with a deep dive into its structural complexity, sector segmentation, and the due diligence discipline required to navigate it well.
Why direct lending deserves a place in private wealth portfolios
If there was any doubt that private credit has moved from the margins to the mainstream, John Valtwies dispelled it at the Investment Leaders Forum held at Crystalbrook in Byron Bay. Representing Blue Owl Capital—one of the world’s largest direct lending managers—Valtwies took delegates deep inside the mechanics of this fast-evolving segment, making a calm but powerful case for its relevance in diversified portfolios, especially in today’s yield-starved and liquidity-fractured environment.
The golden age for active management in Australia
At a time when the asset management industry seems to be gravitating inexorably toward passive investing – with low-cost ETFs pulling in record inflows and active managers nursing bruises from underperformance – Tim Carleton, chief investment officer at Auscap Asset Management, offered a bold counter-narrative at the Investment Leaders Forum in Byron Bay.
Harnessing the power of improvement on the ESG continuum
In an era of volatility and heightened societal that influence the sentiment toward sustainable investing, Grace Su, Portfolio Manager at ClearBridge Investments, offered a refreshing and grounded perspective during her fireside chat at the Investment Leaders Forum INAUS, held in Byron Bay. What emerged from her discussion was a firm belief in the enduring relevance of ESG—not as a marketing label or a fashionable acronym, but as a lens for identifying value and driving long-term performance.
Cautionary tales on thematic investing in alternatives
Thematic investing has long been a source of fascination for investors, offering the promise of outsized returns driven by major structural shifts. Yet, as three seasoned professionals—Jamie Nemtsas of Wattle Partners, Will Hamilton of Hamilton Wealth Partners, and Peter Johansson of JCE Advisory—discussed, the reality is far more complex.
The fixed income outlook: Sunny with a chance of showers
An audience of advisers, researchers, and asset allocators gathered in Sydney last week for an intimate discussion with Haran Karunakaran, dissecting the unique opportunities and challenges facing fixed income investing today. Against a backdrop of economic uncertainty, where inflationary pressures, central bank policies and liquidity concerns intersect, Karunakaran, fixed income investment director at Capital Group, painted a nuanced picture of an asset class that is experiencing a renaissance — albeit one with caveats.
Constraints and patience the key to accessing alternative real estate
The real estate sector has long been a cornerstone of wealth generation in Australia, offering stable, income-generating assets that hold intrinsic value due to the finite nature of land. At The Inside Network Alternatives Symposium, Julian Biggins, co-CEO of MA Financial, outlined why advisers should be paying close attention to the opportunities emerging in the real estate market.