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Interest rates to help AREIT growth but uncertainty for office property remains

From Pengana Capital

Potential for improved earnings growth among AREIT stocks is emerging as an additional boost to the sector following a second interest rate cut for the year, and while some office... Read more continue reading

03 Jun 2025

CPD: US middle market private credit – the investment case

From PAN-Tribal Asset Management

In today’s rapidly shifting investment landscape, traditional sources of fixed income are struggling to meet the yield and diversification needs of investors. They are also becoming more closely correlated with... Read more continue reading

02 Jun 2025

Sticking with the Rally

It’s been a volatile period for equities. From record highs in mid-February, developed equity markets fell to within a whisker of a bear market by early April, only to recover... Read more continue reading

30 May 2025

Labour and jobless data ‘canary in the gold mine’

From ClearBridge Investments

In the recent ‘Anatomy of a recession’ analysis Jeff Schulze, Director and Head of Economic and Market Strategy at ClearBridge Investments, noted that the probability of US consumer strength overpowering... Read more continue reading

30 May 2025

Fears of US economic downturn are overdone

From Quay Global Investors - a Bennelong Funds Management boutique

Fears of an imminent US economic downturn are premature given government spending will remain consistent with last year’s levels or even higher. According to Chris Bedingfield, principal and portfolio manager,... Read more continue reading

29 May 2025

Investors need to diversify private credit allocations beyond property

From GSFM and Tanarra Credit Partners

With more than half of Australian total household wealth invested in property assets, investors need to think beyond real estate when it comes to private credit, according to Tanarra Credit... Read more continue reading

28 May 2025

A slowing economy is a growing probability

From American Century Investments

We believe economic pressures from tariffs, still-high interest rates and persistent above-target inflation will stall the US economy over the next several months. For these reasons, we put the odds... Read more continue reading

28 May 2025

Re-evaluating core equities: the forgotten space

From Principal Asset Management

Once considered the “forgotten space,” core equities are emerging as a potentially compelling allocation for U.S. equity investors—even during these volatile times. More recently, investors have tended to go passive... Read more continue reading

28 May 2025

Shift in global dynamics an opportunity for mid-caps

From Fidelity International

In recent decades, markets have predominantly been influenced by globalisation and the outperformance of large-cap stocks, particularly in the United States. However, recent trends suggest a potential shift as global... Read more continue reading

27 May 2025

Why growth investors are turning to Europe in early 2025

From American Century Investments

With the U.S. outperforming other developed markets during four of the last five years, many expected U.S. exceptionalism to continue in 2025. However, this hasn’t been the case, thanks to... Read more continue reading

26 May 2025

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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 [...]