Global infrastructure survey: conviction is near-universal but the era of broad, undifferentiated infrastructure exposure is over

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Institutional investor conviction in infrastructure remains exceptionally strong – but the way capital is being deployed is changing materially, according to a major new global survey from bfinance, the independent... Read more continue reading

Fed leaves interest rates unchanged amid ongoing uncertainties

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The Federal Reserve (Fed) kept its interest rate target unchanged on April 29 at a range of 3.5% to 3.75%, where it’s been since December. This was the final meeting... Read more continue reading

Adapt your bond strategy to geopolitical risk

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In uncertain economic and geopolitical times fixed income investors should look to unconstrained global fixed income strategies to achieve the best returns, according to GSFM CEO Damien McIntyre. US policy... Read more continue reading

Why investors shouldn’t panic during geopolitical shocks

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Ongoing tensions across the Middle East continue to raise questions among Australian investors about what it could mean for markets and whether portfolios need to change. Australian markets have shown... Read more continue reading

Fidelity Research Global Equites Fund receives ‘recommended’ rating from Lonsec 

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The Fidelity Research Global Equities Fund has been recognised with a ‘recommended’ rating from Lonsec, in its first report following the launch of the fund in late 2025 to offer... Read more continue reading

AI investment enters new phase as company performance becomes critical

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The artificial intelligence (AI) investment cycle has entered a more selective phase, with broad-based gains giving way to a sharper focus on individual company performance, according to Ben Arnold, investment... Read more continue reading

Finding value in volatility: 10 investment experts on where the opportunities are

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With geopolitical conflict driving energy prices higher, bond yields rising, tariff uncertainty persisting and artificial intelligence reshaping entire sectors, Australian investors are navigating one of the most complex environments in... Read more continue reading

Gold rush or fool’s gold? Three views on surging prices

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With gold prices rising to record highs over the past three years, investors have increasingly turned their attention to this ancient store of wealth. What is driving the rapid increases,... Read more continue reading

RBA: a bet each way

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Clearly next week’s March consumer price index report will be critical in evaluating the likelihood of a further increase in the policy rate when the RBA’s Monetary Policy Board next... Read more continue reading

Stagflation: Already a misused label?

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Stagflation has re-entered Australia’s macro vocabulary with unusual ease, but the label is doing far more rhetorical work than analytical work. In technical terms, Australia does not (yet) meet that... Read more continue reading