Latest Posts
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INSight #453 with Tom Patrick from Barwon Investment Partners
Tom Patrick from Barwon Investment Partners shares insights with Larence Parker-Brown from The Inside Network on today’s healthcare real estate opportunity.
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Beware today’s 20-year corporate bonds: Yarra Capital
Bond investors should consider if they are getting a sufficient return for the level of risk taken. For Yarra Capital’s Phil Strano, an actively managed strategy focused on a wider opportunity set may achieve better risk-adjusted returns.
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AI – auto crop image demo
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Daily Market Update: 14 November 2025
Jobs number sends local sharemarket lower The local sharemarket gave up ground on Thursday after an unexpectedly strong jobs report eroded hopes of another interest rate cut by the Reserve Bank of Australia. The unemployment rate fell more than expected to 4.3 per cent in October, from 4.5 per cent. The employment number also surprised,…
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From criminal law dreams to compliance whisperer
When Catherine Evans decided to launch her own law firm, she didn’t just want to start another practice – she wanted to rebuild the model from the ground up.
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When the game is already half over: The strategic case for secondaries
The case for secondary investments versus primary investments in private equity often hinges on a simple difference: in secondaries, the investor has had a good look at how the assets are performing.
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Public credit’s quiet revival: Why investors are reassessing the balance
There is renewed interest in Australian public credit: flows are increasing as investors seek diversification after a period of heavy allocation to private credit.
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Mapping the maze: Frameworks, due diligence and the modern alternatives landscape
Perhaps the best way to categorise alternatives isn’t through asset-class labels, but through risk factors, and function.
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Gold: The quiet repricing of trust
Gold’s rally isn’t about price or panic. It’s about trust. As central banks quietly rebalance reserves, they’re signalling a deeper shift in how safety, sovereignty and money itself are defined. The real story isn’t about gold rising; it’s about what’s falling.
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Daily Market Update: 13 November 2025
CommBank drags local market lower Ongoing weakness in index heavyweight Commonwealth Bank of Australia Limited (ASX: CBA) and tech shares spelled trouble for the Australian market on Wednesday, and that’s how it panned out, with the benchmark S&P/ASX 200 Index (ASX: XJO) losing 19.3 points, or 0.2 per cent, to 8,799.5, and the broader All Ordinaries Index (ASX:…
