Fidelity International highlights growing importance of diversification in momentum-driven markets

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For the past few years, investors have been rewarded for owning what is already working but it is becoming increasingly important that they understand what is driving this success and... Read more continue reading

Alternative investments to be in sharp focus at the Sydney Alternatives Week and IN Day 2026

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This September The Alternative Future Foundation will bring forth investors, family offices and alternative investment managers as part of Sydney Alternative Investment Week at the IN Day. Now in its third year,... Read more continue reading

Alceon’s new Partners Fund launches on Netwealth, HUB24, and Powerwrap platforms

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Leading Australian multi-strategy alternative investment manager, Alceon has announced the availability of its flagship Alceon Partners Fund via the Netwealth, HUB24 and Powerwrap platforms. The expansion marks an important step... Read more continue reading

Schroders’ Kellie Wood says inflation, growth and fiscal risks will drive fixed income markets over coming months

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Investors should prepare for a more selective fixed income market over the coming quarter, as economic data increasingly takes precedence over central bank guidance and divergence between economies creates new... Read more continue reading

Reporting season delivers on guidance

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Datt Capital’s chief investment officer, Emanuel Datt, says this ASX reporting season is exposing dispersion at the stock level and that the underlying results have largely matched guidance and haven’t... Read more continue reading

Is US exceptionalism reaching its limits?

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US equities have delivered years of outsized returns, but a narrowing gap is emerging between the case for continued American dominance and the case for a more diversified global approach.... Read more continue reading

Australian small caps stage recovery on AI infrastructure

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Australian small cap industrials are emerging from one of their most volatile years in recent memory, with Ellerston Capital pointing to a combination of AI infrastructure spending and a deepening... Read more continue reading

Global equity investors may be underexposed to tomorrow’s growth

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Global equity investors may need to rethink how they access the world’s fastest-growing industries, with traditional market indices underrepresenting many of the structural growth themes expected to drive the global... Read more continue reading

The big energy reckoning from a decade of underinvestment is reshaping returns

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Investment in energy has failed to keep pace with demand for more than a decade and the fallout won’t be a short-lived price spike, but a compounding structural deficit that... Read more continue reading

AI sell-off creates buying opportunity 

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The July tech sell off is a sign of crowded positioning and not a broken AI investment case, says Sebastian Mullins, head of multi asset and fixed income at Schroders.... Read more continue reading