Optimism at the edges: the future of monetary policy across the globe

From

Franklin Templeton Fixed Income economists weigh in on the future of monetary policy across the globe The findings are listed below covering the US, Europe, Japan economic outlook and outlook... Read more continue reading

Small cap stocks have ground to make up as momentum builds

From

A shift to small cap companies might be underway yet these companies are still trading at a substantial discount to larger companies, suggesting potential upside for investors, according to Prime... Read more continue reading

As time runs out for bank hybrids, it’s time to look for alternatives

From

Despite a final phase out date of 2032, a number of large bank hybrids have already matured, which means investors need to start looking for alternative investments sooner rather than... Read more continue reading

Will a focus on short term results benefit long term performance?

From

Much is being made of the fact that the vast majority of active fund managers are underweight Commonwealth Bank of Australia (CBA). Its strong performance in recent years has led... Read more continue reading

“Flying cars”, investment fantasy or the next big thing?

From

We could be approaching a new era of transport. But will they take off and bring with them a new generation of investment opportunities or are they destined to remain... Read more continue reading

Cautious but Opportunistic: Insight Investment’s Global Fixed Income Outlook

From

Insight Investment’s outlook for 2026 is one of caution with select opportunities. Many credit markets look expensive, with spreads leaving little room for shocks, but persistent investor demand continues to... Read more continue reading

The Fed: certain uncertainty

From

As expected, The Federal Reserve’s FOMC lowered the policy rate by 25bps to a target range of 4-4¼ per cent. The decision clearly reflected greater emphasis on the labour market... Read more continue reading

Robeco publishes expected returns 2026-2030: ‘The Stale Renaissance’

From

Robeco has published the 15th edition of its 5-year outlook, Expected Returns 2026-2030, titled The Stale Renaissance. The report explores a paradoxical economic landscape where technological breakthroughs — particularly in... Read more continue reading

Government bonds: the end of the shock absorber

From

Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Sahil Mahtani, Head of... Read more continue reading

Bennelong Funds Management signs MOU and partners with US middle market private credit lender Monroe Capital

From

Bennelong Funds Management has signed a memorandum of understanding (MOU) and partnered with US-based Monroe Capital to further expand its distribution to Australia and New Zealand. Founded in 2004, Monroe... Read more continue reading