Strategists are backing AI and US equities to drive H2 returns, even as inflation remains a concern

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Investors are heading into the second half of 2026 faced with potential risks, from the ongoing US-Iran conflict, volatile energy markets, and persistent inflation, yet despite this, nine out of... Read more continue reading

Why global growth investing calls for active management

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Institutional investors have many ways to access global equities. In recent years, many have used passive strategies to achieve broad market exposure efficiently and at low cost. That trend is... Read more continue reading

Risk assets have to earn the second half

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Key takeaways Concentration is not a reason to be bearish but to reflect on what the market is depending on. Earnings season will be an important test on whether the... Read more continue reading

Australia’s biggest challenge isn’t inflation, it’s productivity

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Australia’s biggest long-term economic challenge may not be inflation, but productivity. While recent debate has focused on AI, housing, superannuation, infrastructure and tax, each issue ultimately comes back to the... Read more continue reading

Supply squeeze sets up Australian bank debt for strong second half

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A looming supply squeeze in Australian financial subordinated debt is creating a compelling market opportunity, according to Schroders’ Head of Credit, Helen Mason, with billions of dollars of securities being... Read more continue reading

The quiet protector sitting in your super

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Australian workers are increasingly concerned about their financial security, yet many may not realise that life insurance inside their super could already be working in the background to protect them... Read more continue reading

The case for Australian micro and small caps has rarely been stronger – why Australia’s next generation of growth will be found beyond the ASX 20

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AI infrastructure, electrification and under-researched companies are creating some of the strongest opportunities in Australian micro and small caps in years. While Australia’s largest listed companies continue to dominate investor... Read more continue reading

Despite the noise, super funds deliver again in FY26

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Despite tensions in the Middle East, lingering inflation concerns and periods of market volatility, super funds posted a fourth consecutive year of strong returns, with the median growth fund (61 to... Read more continue reading

FY26 top super returns revealed

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Superannuation funds have continued to deliver strong returns to members over the 2026 financial year, navigating significant global volatility to finish the year on a high note. SuperRatings expects that... Read more continue reading

Strategists are backing AI and US equities to drive H2 returns, even as inflation remains a concern

From

Investors are heading into the second half of 2026 faced with potential risks, from the ongoing US-Iran conflict, volatile energy markets, and persistent inflation, yet despite this, nine out of... Read more continue reading