End of bank hybrids signals opportunity for sophisticated investors

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The Australian Prudential Regulation Authority’s (APRA) decision to phase out $44 billion worth of additional Tier 1 (AT1) bank hybrids by March 2032 will mark the end of a product... Read more continue reading

Private equity taps an overlooked market segment

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Private equity investors are missing out on a reliable growth opportunity by overlooking a vast, undervalued corner of the market – Australia’s lower mid-market segment, according to Fortitude Investment Partners.... Read more continue reading

Fixed income investors reap strong returns from new bond issues

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Recent investment grade bond issues are delivering healthy gains for investors, with many new issues trading above par and many outperforming expectations, Darryl Bruce, executive director, capital markets at Income Asset... Read more continue reading

Maintaining credit discipline amid evolving macro conditions

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The Fed, constrained by tariff-driven inflation, should deliver a modest rate cut in late 2025 before embarking on a more decisive easing cycle in 2026 in response to economic slowdown.... Read more continue reading

2025 Vanguard Index Chart highlights large returns gap between shares and cash

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Share market investors on average achieved at least triple the dollar returns of individuals who chose to keep their cash tied up in savings accounts over the last 30 years,... Read more continue reading

CBA’s upgrade cycle may be over as valuation disconnect grows

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Matthew Davison, Portfolio Manager at Martin Currie Australia has cautioned that Commonwealth Bank of Australia’s (CBA) recent upgrade cycle may be drawing to a close, despite the bank continuing to post... Read more continue reading

Why self-directed investors must dig deeper before they commit

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Fixed income has long been seen as the conservative cornerstone of investment portfolios, but recent market events have exposed a more dangerous truth: not all fixed income products are created... Read more continue reading

Data shows PE has turned a corner, but sentiment yet to catch on

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Data shows that global private equity (PE) is on the rebound, yet sentiment hasn’t caught up and good discounts are still available, according to Adam Myers, Executive Director at Pengana... Read more continue reading

Markets resilient but not euphoric

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Geopolitical risks remain high, but markets have so far shown resilience, supported by low unemployment and strong liquidity conditions, providing opportunities for investors that know where to look, according to... Read more continue reading

Insurers revise portfolios as geopolitics and private credit dominate investments, Janus Henderson report finds

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ustralian insurers have a growing investment risk appetite led by the pursuit of private markets, according to the 2025 Australian Insurance Report by Janus Henderson Investors. The report, which captures... Read more continue reading