CPD: Navigating bond strategies in a bifurcated global economy

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When Charles Dickens opened A Tale of Two Cities with his now-famous line, he was describing a world defined not by a single prevailing condition, but by sharp contrasts existing... Read more continue reading

Nuveen’s Sixth Annual EQuilibrium Global Institutional Investor Survey: Institutional investors identify AI, energy transition and deglobalization as key megatrends reshaping investment strategy

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Institutional investors worldwide are recalibrating their investment approaches as three powerful megatrends—artificial intelligence, energy transition, and deglobalization—reshape the global economic landscape, according to preview results from  sixth annual EQuilibrium Global... Read more continue reading

Bentham warns AI disruption is creating a new credit cycle risk for bond investors

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Fixed income markets may be enjoying the calm of tight spreads and stable headline employment, but Richard Quin, Chief Investment Officer at Bentham Asset Management, says the world is increasingly... Read more continue reading

CPD: The strong case for listed private equity

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Private Equity (PE) traditionally refers to ownership interests in corporate entities that are not publicly traded on a stock exchange. PE managers raise substantial capital, typically from high-net-worth individuals and... Read more continue reading

Global policy shift unlocks big opportunity for emerging markets

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A change in global monetary conditions is reshaping the investment outlook for emerging markets, Sebastian Mullins, head of multi-asset at Schroders Australia says. Mullins says the end of an extended... Read more continue reading

Australian Managed Funds gain $35.9bn in 2025

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Australian managed funds attracted $35.9bn of net inflows in 2025, led by fixed income strategies as investors prioritised stability amid ongoing trade and geopolitical uncertainty, according to Calastone’s latest fund... Read more continue reading

Markets view India and EU trade deal as a source of resilience and diversification of European growth in the long run

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The European Union and India have concluded negotiations on a landmark free trade agreement (FTA), marking a major milestone nearly two decades in the making. Once ratified, the deal is expected... Read more continue reading

Credit 2026 Outlook: Build up your core strength and stay flexible 

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After a strong run for global credit markets in 2025, investors heading into 2026 face a more complex and selective environment.  Credit markets delivered robust total returns last year, supported... Read more continue reading

Markets enter new era of volatility and opportunity in 2026

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Investors are facing a fundamentally different market environment in 2026, with structurally higher volatility, greater government intervention and a need for more selective asset allocation, according to investment experts at... Read more continue reading

Resources set to drive February reporting season

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Australian equities are heading into the February reporting season with improving earnings momentum, driven by strength in the resources sector and a more supportive macro backdrop, according to Hamish Tadgell,... Read more continue reading