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ALTERNATIVE ASSETS News & Analysis

Super funds' BIG problem
Markets
Super funds' BIG problem
Large inflows into super funds are forcing them to invest in illiquid, unlisted assets, according to this investment industry executive.
James Gruber | 10 August 2023
Is Bitcoin worth the gamble?
Stocks
Is Bitcoin worth the gamble?
What we’ve learned from tackling the most common approaches to valuing this cryptocurrency.
Madeline Hume | 21 June 2023
Is the 60/40 portfolio dead?
Video
Is the 60/40 portfolio dead?
Do investors need to look beyond stocks and bonds in the current environment? Morningstar's Annika Bradley speaks with AustralianSuper CIO Mark...
Sarah Dowling | 21 June 2023
What is Bitcoin’s scarcity worth?
Personal Finance
What is Bitcoin’s scarcity worth?
Demonstrating that bitcoin’s restricted supply contributed to its incredible rise is one small step. Using it to forecast the future is a giant...
Madeline Hume | 14 June 2023
What is Bitcoin’s network worth?
Personal Finance
What is Bitcoin’s network worth?
Network effects are more complicated to model for bitcoin than for other assets.
Madeline Hume | 04 June 2023
What is Bitcoin worth?
Markets
What is Bitcoin worth?
This article attempts to answer that question by valuing bitcoin under the total addressable market approach.
Madeline Hume | 17 May 2023
The role infrastructure assets can play in your portfolio
Personal Finance
The role infrastructure assets can play in your portfolio
Large institutions have access to real estate and infrastructure assets that individual investors don't, yet there are ways to get similar exposure...
Mark LaMonica, CFA | 02 March 2023
Invest like the Future Fund
Stocks
Invest like the Future Fund
Australia's sovereign wealth fund has returned an impressive 8.5 per cent a year over the last decade, against a target annual benchmark return of...
Russel Chesler | 12 April 2019