CPD: Securing generational wealth for the future

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Australia’s great wealth transfer Australia’s largest intergenerational wealth transfer in history is underway, with an estimated $5.4 trillion expected to be passed on in inheritances over about the next 20... Read more continue reading

CPD: Private credit – finding opportunity in a maturing market

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The private credit market has experienced remarkable growth in recent years, with significant increases in capital inflows from both institutional and retail channels. Its success and expansion have naturally attracted... Read more continue reading

Tailwinds and turbulence: Schroders 2026 market outlook highlights opportunities amid rising volatility

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As global economies chart a course through a new era of government-driven growth, investors must prepare for a landscape defined by both significant opportunity and rising volatility in 2026. A... Read more continue reading

Turning down white-noise and tuning in to signals: Australian institutional investors, superannuation funds, remain optimistic for 2026

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Australian institutional investors, particularly superfunds, plan to look beyond the near-term noise and remain invested in US markets in 2026, according to Natixis IM’s 2026 Institutional Investor Outlook. Smooth sailing... Read more continue reading

Quality investment research is the secret ingredient in successful managed account portfolios

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A successful managed account portfolio must balance model outputs with professional judgement and insights, Andrew Yap head of portfolio solutions at Zenith Investment Partners says. Mr Yap says while quantitative... Read more continue reading

2026 to be a year of transition as the global economy adjusts to a regime of ‘controlled disorder’

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The global economy is adjusting to a regime of ‘controlled disorder’, where a tech revolution is reshaping an already multipolar world faced with geopolitical tensions and fiscal concerns, according to Amundi, Europe’s... Read more continue reading

RBA: looking for a signpost

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The wage price index (WPI) won’t move the dial for the Reserve Bank of Australia’s (RBA) Monetary Policy Board (MPB). It is fair to say that at the margin the... Read more continue reading

J.P. Morgan releases 2026 long-term capital market assumptions, highlighting resilient 60/40 portfolios and opportunities to enhance diversification in a new era of economic nationalism and AI advancement

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J.P. Morgan Asset Management has released its 2026 Long-Term Capital Market Assumptions (LTCMAs), providing a comprehensive 10-15-year outlook for returns and risks across asset classes as the forces that drove... Read more continue reading

Bentham says AI euphoria, tariff shockwaves and policy paralysis will shape the road to 2026

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The next 18 months will be shaped by the collision of tariff-driven economic slowdowns, volatile inflation dynamics and an extraordinary surge in artificial intelligence investment   reshaping capital markets at unprecedented... Read more continue reading

Why Artificial Intelligence is a mid-cap trend, too

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Artificial intelligence (AI) has helped drive results for the Magnificent Seven and other large-cap companies. But they’re not the only ones benefiting from this trend. The world’s largest tech firms... Read more continue reading