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AI investment and the hunt for yield to drive Australian credit markets in H2

The hunt for yield and accelerating investment in artificial intelligence (AI) infrastructure will shape Australian credit markets in the second half of the year, according to Schroders. Investment analyst James... Read more continue reading

10 Aug 2026

The great AT1 phase-out: what it means for your clients’ portfolios

From Zenith Investment Partners

Australian bank hybrids have long been a favourite in income-focused client portfolios for their combination of regular income, tax benefits through franking credits, and the reassurance of major bank backing... Read more continue reading

07 Aug 2026

CPD: Why private market assets belong in client portfolios

From GSFM

Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its... Read more continue reading

05 Aug 2026

CPD: Diversifying portfolios with Emerging Market debt

From PAN-Tribal Asset Management and Ashmore Investment Management

For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the... Read more continue reading

05 Aug 2026

FIIG Securities says RBA rate cycle turn looks more likely in 2027

From FIIG Securities

Australian fixed income specialist FIIG Securities sees the Reserve Bank of Australia (RBA) returning to a cash rate cut cycle in 2027 and suggests now is the right time for... Read more continue reading

30 Jul 2026

Set-and-forget investing no longer works as market shocks rewrite the rules

Investors relying on the same defensive assets to protect their portfolios through every market downturn risk being caught out, with recent geopolitical events exposing how quickly traditional investment playbooks can... Read more continue reading

29 Jul 2026

Don’t overlook the underlying value of businesses in times of market volatility

From Auscap Asset Management

Investors shouldn’t mistake market volatility as representing material changes in the value of listed companies, according to Tim Carleton, Auscap Asset Management’s CIO, who says the reality is that the... Read more continue reading

28 Jul 2026

Strategists are backing AI and US equities to drive H2 returns, even as inflation remains a concern

From Natixis Investment Managers

Investors are heading into the second half of 2026 faced with potential risks, from the ongoing US-Iran conflict, volatile energy markets, and persistent inflation, yet despite this, nine out of... Read more continue reading

27 Jul 2026

Why global growth investing calls for active management

From American Century Investments

Institutional investors have many ways to access global equities. In recent years, many have used passive strategies to achieve broad market exposure efficiently and at low cost. That trend is... Read more continue reading

27 Jul 2026

Risk assets have to earn the second half

Key takeaways Concentration is not a reason to be bearish but to reflect on what the market is depending on. Earnings season will be an important test on whether the... Read more continue reading

23 Jul 2026

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CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]