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As retirement planning takes center stage, advisory and financial education are more important than ever according to Amundi’s global study

Amundi, Europe’s largest asset manager, has released the results of the third edition of its Decoding Investors study, focused on retail investors and savers. Conducted in 26 countries among 18,000 respondents,... Read more continue reading

23 Sep 2026

Longer retirements create an advice challenge as 2.5 million Australians prepare to retire

From Russell Investments

An estimated 2.5 million Australians are expected to retire over the next decade , while Australian Government data shows people aged 65 can expect to live for more than 20... Read more continue reading

14 Sep 2026

Schroders warns strong earnings may mask growing economic risks

Strong company earnings may be masking a less sustainable economic backdrop according to Schroders’ Australian equities team. Despite Australian companies delivering a broadly positive reporting season, investors should be cautious,... Read more continue reading

14 Sep 2026

Hidden GEMs: Emerging market private credit enters a new phase as Ninety One deploys over US$2 billion across more than 90 transactions

From Ninety One

Emerging market private credit is entering a new phase of growth, with institutional investors broadening allocations beyond developed markets in search of stronger lender protections, attractive risk-adjusted returns and greater... Read more continue reading

11 Sep 2026

As traditional income options shrink, volatility offers an alternative

From Talaria Capital

Investors’ instinct to treat volatility as something to avoid rather than a potential source of return could mean they are overlooking valuable income opportunities, according to Talaria Capital co-CIO Chad... Read more continue reading

10 Sep 2026

Gulf between small industrials earnings and valuations could narrow, but recovery uneven

From Prime Value Asset Management

The gulf between earnings and valuations for quality small industrial stocks could be starting to narrow as corporate deal activity picks up and reported earnings surpass expectations, according to a... Read more continue reading

10 Sep 2026

High yield sheds its ‘junk bond’ past as credit quality reaches historic highs

From Capital Group

The global high-yield bond market is undergoing a fundamental shift in credit quality that has left its former “junk bond” reputation increasingly disconnected from reality, according to Capital Group fixed... Read more continue reading

09 Sep 2026

Fed hikes remain in play, but higher yields are creating opportunities

From Payden & Rygel

Persistent inflation, elevated real yields and heavy bond issuance from the technology sector are creating a more challenging backdrop for risk assets, but the repricing in bond markets is also... Read more continue reading

08 Sep 2026

CPD: The case for Australian mid-caps – why quality is on sale

From GSFM & Auscap Asset Management

Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right... Read more continue reading

03 Sep 2026

CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape

From Generation Life

For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them... Read more continue reading

03 Sep 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 [...]