Reframing fixed income: the old rules are no longer fixed

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Bond markets are in a new regime ‘safe havens’ are no longer acting as such, and investors can no longer expect asset classes to behave as they have done historically.... Read more continue reading

CPD: Retirement income strategy choices

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There’s a wide variety of income strategies used across the market, with an equally wide variety of labels attached to these strategies. Each varies in complexity, its ability to mitigate... Read more continue reading

Aussies feel FOMO on private markets

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A third (32%) of Australian investors are feeling FOMO on private asset investments opportunities saying, ‘I feel like I’m missing out on the best opportunities like SpaceX and Open AI’.... Read more continue reading

Uncertainty continues to dictate outlook

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Investors await clarity on US policy US policy uncertainty and its outlook implications remain front and centre. In the case of adverse outcomes, US assets remain most at risk, given... Read more continue reading

Five trends impacting earnings growth

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1. U.S. Tariff Policy Is Disrupting Global Markets More details about changes to U.S. tariff policy are emerging, but significant uncertainty remains. The number of S&P 500 companies mentioning “uncertainty”... Read more continue reading

Mid-year Perspectives 2025: Cutting through the noise

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After one of the most volatile stretches in recent memory, the middle of 2025 offers an important moment to pause and take stock. Over the past few months, forecasts have... Read more continue reading

The clear themes emerging from the tariff chaos

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Through all the noise, we believe some important themes are emerging which are likely to last well beyond any potential forthcoming tariff compromise (or non-compromise). A very noisy month April... Read more continue reading

bfinance explores Portable Alpha resurgence as managers respond to growing investor demand

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Independent investment consultancy bfinance has released a new paper focused on Portable Alpha, highlighting a notable resurgence of this strategy as institutional investors seek to enhance returns and improve capital... Read more continue reading

Elite advisers’ golden rules to bulletproof portfolios against market chaos

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In the face of ongoing market volatility, Scott Carmichael, founding partner and investment adviser at Australia’s leading private wealth and investment advisory group, Escala Partners, is reminding investors that this... Read more continue reading

Family offices and high net worth investors flock to private equity as share markets swing

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Support for private equity is growing, particularly among Australian family offices and high net worth individuals, with investment in private companies offering potentially better returns and lower volatility than listed equities,... Read more continue reading