HESTA urges members to stay the course with investment strategy amid market volatility

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Around one year after the market shock caused by US tariff announcements, HESTA is urging its more than one million members to stay focused on their long-term retirement goals as global... Read more continue reading

CPD: The global spectrum of growth equities

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In a global market where ‘growth’ is often used as a catch-all term, true long-term capital appreciation remains a rare find. Identifying companies capable of sustaining strong growth requires more... Read more continue reading

CEFC invests up to $125m with Australian Ethical in new partnership supporting a net-zero future 

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A leading ethical fund manager, Australian Ethical, has announced the expansion of its private markets offering with the launch of its Australian Ethical Growth Opportunities Fund providing institutional grade ethical... Read more continue reading

State Street research reveals Australian retirement system is approaching a tipping point with withdrawals outpacing contributions

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State Street has released the first module of Reimagining Retirement[1], a comprehensive research series examining how macro forces are transforming retirement systems worldwide and where financial services can respond with scalable... Read more continue reading

CPD: Division 296 is just the start – why more advisers are diversifying away tax and policy risk for clients

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Looking beyond traditional forms of risk Chat about risk with any adviser, and it’s likely to cover some predictable territory: Market risk. Concentration risk. Sequencing risk. Inflation. Longevity. These are,... Read more continue reading

REIT valuations and improving fundamentals signal opportunity for investors

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The impact of the Iran conflict and higher oil prices on economic growth, inflation and the path of interest rates are ultimately uncertain and pressuring near-term sentiment for markets. But... Read more continue reading

CPD: Why bond investors can’t ignore the AI revolution

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Key takeaways The Artificial Intelligence (AI) revolution has a number of clear implications for bond investors: The Sovereign bond investor – AI has the potential to have a marked effect... Read more continue reading

CPD: Layered uncertainty – conflict, credit stress, and AI

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Resilient global headline growth has continued masking widening divergence across countries, industries, and households, as AI-fueled investment and wealth have offset tariff-related pressures. What has changed is the addition of... Read more continue reading

CPD: AI will (eventually) turbocharge productivity and profits

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Ever since ChatGPT’s public release in late-2022, the world has been overwhelmed by headlines about AI’s astonishing progress, with improved models and breathtaking capabilities. Top executives have described AI as... Read more continue reading

Hidden GEMs: Emerging market private credit stands appear as cracks appear in US private credit

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Private credit has grown into a roughly US$3 trillion global asset class since the Global Financial Crisis – but it’s now facing its first serious test. In the US, high-profile... Read more continue reading