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CPD: Growth holds, risks widen

From PIMCO

Economic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional... Read more continue reading

12 Oct 2026

AI will transform investing, but human expertise remains the key to unlocking its potential

From Acadian Asset Management

Acadian Asset Management has published new analysis examining how artificial intelligence is reshaping the investment process and why the future of successful investing will depend not on AI alone, but on the combination... Read more continue reading

12 Oct 2026

Q4 2026 Global market outlook – key themes

From Principal Asset Management

A growth story: Not all rising yields are equal Over the past quarter, rising bond yields have fuelled market volatility and renewed concerns about the durability of the bull market.... Read more continue reading

12 Oct 2026

When diversification stops diversifying

From Talaria Capital

“For years, investors were rewarded simply for being in the market. But we are moving into an environment where what you own matters again — and that may catch many... Read more continue reading

09 Oct 2026

Munro Partners launches global equities PIE fund in New Zealand

From Munro Partners/GSFM

Munro Partners and GSFM have launched the Munro Global Growth Long Only PIE Fund into the New Zealand market, giving investors access to Munro’s actively managed global equities strategy. The... Read more continue reading

08 Oct 2026

CPD: Why market structure rewards active management in local currency EMD

From Capital Group

Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just... Read more continue reading

07 Oct 2026

CPD: Designing retirement income streams

From AdviserVoice - this article is proudly brought to you by Allianz Retire+

Since 1 July 2022, superannuation trustees have been required to formulate, regularly review and give effect to a retirement income strategy under the Retirement Income Covenant (the Covenant). It requires... Read more continue reading

02 Oct 2026

Evergreen doesn’t mean liquid: What advisers need to know

From HarbourVest Partners

The rise of evergreen funds over the past decade has been one of the most significant developments in private markets, expanding access to the asset class for a broader pool... Read more continue reading

02 Oct 2026

CPD: Quality Growth, ex-Growth

From PAN-Tribal Asset Management and Jennison Associates

For much of the post-Global Financial Crisis period, quality growth investing occupied a privileged position within institutional portfolios. The proposition was straightforward: invest in businesses with durable competitive advantages, high... Read more continue reading

01 Oct 2026

CPD: The case for shareholder yield in client portfolios

From GSFM

For years, income-focused investors have leaned on a familiar approach: find companies with high dividend yields and hold them. It is a reasonable starting point, but it is an incomplete... Read more continue reading

01 Oct 2026

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CPD: Currency risk – friend or foe?
In today’s interconnected world, global companies play a significant role in our daily lives. However, when Australian investors allocate their capital to global markets, they are exposed not only to [...]
CPD: Ethics and moral dilemmas
When it comes to financial advice, the numbers may be black and white, but the ethical decisions often aren’t. This article, proudly sponsored by GSFM, examines moral dilemmas and the [...]
CPD: Jump in my CAR. Client Advice Records – why, what, how
Introduction The forthcoming replacement of Statements of Advice (SOAs) with Client Advice Records (CARs) has once again shone a spotlight on the vexed issue of client communication within financial advice. [...]
CPD: Investor Behaviour – Retirement
To best understand how and why clients make financial decisions – particularly during retirement – advisers must look beyond technical strategies and consider investor behaviour. Before addressing product selection or [...]
CPD: A star is (re)born – Investment Bonds are the new headline act of tax-smart investing
Introduction Tax-smart investing is one of the central pillars of quality, effective, financial advice. The capacity for tax to drag on investment returns, stifle compounding, and eat away at gains [...]