Australian credit surges into 2026 as strong demand and supply signal another year of growth

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The Australian credit market has started 2026 with strong momentum, with more than $14 billion in new issuance in January alone, highlighting continued investor demand and a supportive environment for... Read more continue reading

Private debt ‘evergreen’ funds: How managers are addressing liquidity risk

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A new Lonsec insight by Senior Investment Analyst Mike Grdosic examines how Australian ‘evergreen’ private debt funds are managing liquidity risk in an inherently illiquid asset class, outlining the structural,... Read more continue reading

Emerging markets set to outperform in 2026

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Emerging markets remain well positioned for continued outperformance in 2026, supported by attractive valuations, a weaker US dollar and easing monetary policy in the region, according to Eastspring Investments’ portfolio... Read more continue reading

AI disruption reshapes markets

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Jobs and business models are at risk from artificial intelligence disruption. That is spooking markets as it is difficult to put a valuation on companies that could be vulnerable to... Read more continue reading

Global small and mid-caps are stirring, and it might signal a turning point: Ellerston Capital

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Global equity markets delivered solid gains over the past year, rising 8.51% in the 12 months to 31 January 2026, supported by favourable economic conditions and continued investor enthusiasm for... Read more continue reading

Diversification critical in private credit due to unpredictable dynamics in markets: Pengana

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Diversification in private credit investing is becoming more important for income investors, due to unpredictable dynamics in financial markets coupled with geopolitical uncertainty, according to a private credit expert. The... Read more continue reading

HESTA calls for reform that could put $2.5 billion back in retiree pockets 

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Australian retirees are missing out on billions in retirement benefits by not transitioning their superannuation to retirement phase, where they could benefit from tax-free investment earnings, new research reveals. The... Read more continue reading

Is defensive the new offensive? Durable growth and a coiled spring of potential returns

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Key takeaways Defensive stocks have quietly outperformed over time, meeting key metrics like consistent earnings and dividend growth, low valuation multiples, and strong total returns. We think these businesses have... Read more continue reading

Emerging markets enter new growth phase as earnings, valuations and policy support align

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Emerging markets (EM) could be entering a new multi-year upcycle in 2026, supported by improving earnings growth, attractive valuations and a favourable global policy backdrop, according to Matt Williams, emerging... Read more continue reading

Lonsec reveals key market trends: Growth softens while small caps surge

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Lonsec has released new analysis of Australian equity market performance over the 2025 calendar year, highlighting a challenging period for growth strategies, strong dispersion among active managers, and renewed momentum... Read more continue reading