Market optimism fuelled by debt not durability, but opportunities remain  

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Market optimism is increasingly fuelled by rising debt and the belief that authorities will insulate investors from harm, rather than economic durability, yet opportunities remain for investors willing to rethink portfolio construction, Hugh Selby-Smith, co-CIO at Talaria... 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

A stitch in time for the RBA

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As late as 21 January, markets had rated the probability of an upward adjustment to the policy rate at next week’s RBA Monetary Policy Board meeting at around 25 per... Read more continue reading

Long-term opportunities in quality small cap companies strengthen due to earnings growth

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Investors in small cap stocks are watching potential interest rate movements in the short-term, but a bigger picture opportunity is being found in value due to the attractive prices for... Read more continue reading

The drive to build better client portfolios drives interest in private markets: Hamilton Lane 2026 Global Private Wealth Survey 

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In 2026, private wealth investors plan to increase allocations to private market investments, according to insights from 390 advisors surveyed in leading global private markets firm Hamilton Lane’s (Nasdaq: HLNE)... Read more continue reading