End of an era for easy gains in stocks markets 

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The conditions that allowed equity prices to gain over the last 30 years are shifting.   “On the nominal cash flow growth side, forces that once supported cash flows, such as... Read more continue reading

The end of the 90 day US tariff reprieve is over for now

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The U.S. administration has decided to delay its self-imposed deadline for implementing reciprocal tariffs until August 1. Reciprocal tariffs, originally announced on April 2, also known as “Liberation Day,” saw... Read more continue reading

Bitcoin pushes to another all-time high

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“Bitcoin breaching US$120,000 is more than a milestone, it is a marker of how deeply embedded digital assets have become in institutional portfolios,” says Rachael Lucas, BTC Markets Crypto Analyst.... Read more continue reading

The ESG thematics impacting investment portfolios

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As the responsible investment landscape matures, it is no longer enough to simply “tick the box” on ESG and sustainability. The issues shaping portfolio risk and return are becoming more... Read more continue reading

US market mispricing economic slowdown with four Fed rate cuts and higher bond yields expected

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US growth is projected to decrease in the next two quarters of 2025, suggesting a potential economic slowdown, but according to portfolio manager at Payden & Rygel, Eric Souders, US... Read more continue reading

2025 mid-year outlook: What’s ahead for real estate

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Fundamentals drive returns in an uncertain environment We entered 2025 on a wave of optimism, but policy and geopolitical shifts have once again altered market dynamics, pushing investors to brace... Read more continue reading

CPD: Australian bank hybrids – navigating the transition to alternative income sources

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Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of... Read more continue reading

AMP enhances digital advice solution with Lifetime, investments and contributions advice

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AMP has unveiled major enhancements to its digital advice solution, giving members 24/7 access to personalised investment and contribution advice, alongside Lifetime retirement projections[1] — all available via My AMP... Read more continue reading

CPD: Climate – the $50 trillion investment opportunity

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For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past... Read more continue reading

The 3 reasons we still feel good about tech

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Tech may have had a slow start to the year but we still believe in the sector. The tech sector got off to a tricky start in 2025. Concerns around... Read more continue reading