85 articles from
Securitisation stays strong through market turmoil, propped by non-bank lending growth
Even the RBA is extolling the virtues of the role non-bank and private lenders play in Australia's financial ecosystem, with the sector providing investors...
For performance and impact in ethical investing, conviction is key
Ethical investing is rightly associated with driving change for people and the planet, but because it's about being highly convicted on long-term themes, it...
‘The stock prices will follow’: Earnings key to big-picture portfolios
Understanding how macroeconomic changes may affect companies' earnings profiles is key to Ausbil Investment Management's top-down approach, which lets the fund...
The 'sweet spot' for commercial real estate debt in client portfolios
For capital allocators concerned about exposing their clients to too much risk in real estate debt, specialists say asset discernment and due diligence are key...
Credit to sail through cycles: The case for investment-grade debt
As we approach the bottom of the current cycle, fixed income is back to playing its traditional defensive role, says Yarra Capital Management's Roy Keenan. To...
Credit to sail through cycles: The case for investment-grade debt
As we approach the bottom of the current cycle, fixed income is back to playing its traditional defensive role, says Yarra Capital Management's Roy Keenan. To...
Funding the energy transition is all about the up-front spend. Then what?
The net-zero transition will bring about an economic transformation, with massive up-front investment leading to near-zero energy costs in the near future,...
Shareholder groups ASA and AIA merge to create 'powerful entity'
The Australian Shareholders' Association and the Australian Investors Association have agreed to amalgamate in the new year, seeking to grow their membership...
Quality over quantity: How Claremont Global avoids managed-fund pitfalls
Most managed funds simply hold too many stocks to provide reliably effective returns for investors, according to Claremont Global head Bob Desmond, who says a...
Quality over quantity: How Claremont Global avoids managed-fund pitfalls
Most managed funds simply hold too many stocks to provide reliably effective returns for investors, according to Claremont Global head Bob Desmond, who says a...
More spending guidance during 'Glory Years' required: Wattle Partners
Retirement's approach requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around...
More spending guidance during 'Glory Years' required: Wattle Partners
Retirement's approach requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around...
$3 million super cap to cost SMSF members up to $80,000 in tax
The government's plan to increase taxes on super balances above $3 million will have a costly impact on the SMSF sector, with thousands of members likely to...
Alternative property surges as investors trade 'relative illiquidity' for income
Australians have an “amazing love affair” with property, but many are limited in their investment exposure. At AIA’s recent annual conference, investors...
Prepare for 'sweeping alteration' of markets: Howard Marks
Repeating his warning that markets are undergoing a "sea change" that will see a new set of winners and losers emerge in short order, the famed distressed-debt...
The art of investing through the AI revolution
The rise of AI is part of a global knowledge revolution that is reshaping every aspect of our lives, according to AI thought leaders at the Australian Investor...