Unlocking Australia’s hidden fixed income advantage
Focusing on benchmark-constrained strategies does not serve Australian fixed income investors well, argues a new white paper.
Does active management really protect on the downside?
To examine this proposition, we compare the randomly chosen First Sentier Wholesale Australian Share Fund and the Pendal Focus Australian Share Fund across...
Head-to-head: Infrastructure versus property
Which asset class better hedges inflation and provides income? Let's put them head-to-head.
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...
Approaching emerging markets: A regional Asia focus, or a broader reach?
Emerging markets remain one of the most inefficient and diverse segments of global equities.
Different paths to equity income: A comparative manager lens
As investor demand for stable equity-derived income rises – particularly among retirees and defensive portfolios – fund managers have taken diverging paths...
Can liquid alternatives truly diversify in a crisis? A manager comparison across real market stress
In a world of higher volatility and less reliable diversification from traditional asset classes, liquid alternatives have become an essential component in...
Head-to-head: Direct lending vs. high-yield credit — what’s the difference?
Direct lending has emerged as a crucial funding channel for mid-market companies, and has seen significant growth over the past 10 years, primarily due to a...
Head-to-head: ESG integration versus ‘impact investing’
ESG integration and ‘Impact investing’ are often seen as similar, but there are crucial differences that must be well-understood before two approaches can...
Head-to-head: Value versus growth in global equities
As with so many debates that have passionate adherents, the value-versus-growth debate is not one where investors need to pick a side. Ultimately, both value...
Head-to-head: fundamental versus systematic investing in Australian equities
The debate between fundamental investing and systematic investing is right up there with the Beatles versus the Rolling Stones, or that between fans of...
Long-only versus long-short: which wins?
It's the showdown of the equities funds management world: not value vs. growth, but long-only versus long-short. Do long-only managers fight with one hand...