Investment Articles

Showing 11 to 20 of 166 articles:
Alistair Cowan
ALISTAIR COWAN  |  FRIDAY, 14 NOV 2025
Asset allocation is the process of distributing capital across various investment asset classes, such as equities, bonds and real assets, to optimise the balance between risk and return in an investment portfolio. Read more
Vincent Stranges
VINCENT STRANGES  |  FRIDAY, 3 OCT 2025
The proposed Division 296 tax [an additional 15% tax on superannuation earnings above $3 million], put forward in 2024, was to add a new layer of complexity to an already complicated landscape. Read more
Robert Moore
ROBERT MOORE  |  TUESDAY, 23 SEP 2025
Many institutional investment portfolios have substantial exposure to corporate risk-either through ownership of corporates via listed and unlisted equities, or as lenders to corporates via corporate credit exposures. Read more
Grant Webster
GRANT WEBSTER  |  FRIDAY, 15 AUG 2025
As investors reassess their strategic asset allocations in response to a shifting market regime, it is a good time to challenge outdated assumptions about emerging markets (EM). Read more
Chris Iggo
CHRIS IGGO  |  FRIDAY, 8 AUG 2025
Fixed income markets provide investors with an abundance of tools to adapt portfolios in the face of heightened economic and policy uncertainty. Read more
Jason Rix
JASON RIX , ROBERT MOORE  |  THURSDAY, 31 JUL 2025
Convertibles, once prized for diversification and equity upside, have underperformed traditional credit sectors like high yield bonds in recent years. Read more
Benoit Anne
BENOIT ANNE  |  FRIDAY, 25 JUL 2025
The global consumer remains a key driver of economic resilience, alleviating concerns of a severe growth shock despite elevated policy uncertainty, ongoing trade conflicts, and rising fiscal deficits. Read more
Bob Cunneen
BOB CUNNEEN  |  FRIDAY, 4 JUL 2025
Recent events have cast a glaring spotlight on the US Federal Government's debt position. Read more
Tom King
TOM KING  |  FRIDAY, 2 MAY 2025
Active investment is challenging at the best of times, but the second Trump administration has added a new level of complexity. Read more
Peter Moussa
PETER MOUSSA  |  FRIDAY, 11 APR 2025
The Australian dollar versus the US dollar exchange rate faces several headwinds in 2025. Read more