Innovation boom builds opportunities for Aussie investors

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Australian investors could benefit from opportunities in the US as its economy, markets, and quality companies are far more robust than many are giving them credit for. Global X ETFs... Read more continue reading

Where in the world should investors look for earnings?

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Stock prices move in concert with earnings over time. For the past decade and a half, the MSCI USA Index has produced the strongest earnings growth on the planet. From... Read more continue reading

Private debt – a cul de sac or a two-way street?

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Private debt was one of the few asset classes to generate positive returns through the bond market meltdown in 2022, benefiting from its floating rate profile and a relatively stable... Read more continue reading

Hidden GEMs: Africa’s frontier markets have further to run

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Reforms, prudence and support African economies have rebounded in recent months. A combination of developments underpins this shift in fortunes. Key among these, ongoing fiscal and FX market reforms in... Read more continue reading

Will productivity turn global growth around?

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Amundi economist says macroeconomic impact of AI will take longer to move the productivity needle Global growth has been on a secular decline since around 2000, with a more pronounced... Read more continue reading

Macroscope: US fiscal consolidation? Not in 2025

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In recent years there has been a definitive shift in fiscal policy from austerity to activism. A focus by policymakers on debt and deficits has been replaced by an expanded... Read more continue reading

The investment case for global growth equities

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Growth investors generally focus on those companies with sustainable above average growth, those that exhibit high levels of profitability and earnings growth ahead of their peer group. Growth managers tend... Read more continue reading

Pengana Global Private Credit Trust reports strong initial raising on retail demand for global private credit

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Demand for retail investment access to global private credit has been demonstrated by a strong IPO raising for the Pengana Global Private Credit Trust (ASX: PCX), according to Pengana Credit... Read more continue reading

From volatility to victory: Franklin Templeton experts on building resilient Fixed Income portfolios

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The latest Franklin Templeton fixed income webinar saw investment experts share their perspectives on managing fixed income portfolios in an era characterised by both heightened volatility and changing inflation dynamics.... Read more continue reading

Hamilton Lane private wealth survey finds 70% of respondents planning to increase allocation to private markets – need for education continues

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More than 90% of survey respondents currently allocate client capital to private markets, with essentially all of them (99%) planning to allocate some portion of client portfolios to the asset... Read more continue reading