2026 a “crossroads year” for global market investors

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The year ahead is shaping up to be a crossroads for global market investors, marked by continued uncertainty around economic growth and central bank policy, according to Eric Souders, portfolio... Read more continue reading

A healthy correction underway

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Although by the close Thursday the S&P 500 was down a mere 3% from its highs, let’s face it, things feel a lot worse. That is because the 3% loss... Read more continue reading

Investors face higher-for-longer rate outlook as global growth accelerates

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Global economic growth is expected to reaccelerate in 2026 as the delayed effects of interest rate cuts combine with ongoing government spending, creating a supportive but increasingly complex environment for... Read more continue reading

Earnings momentum signals a new phase for Australian equities

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Australian equities delivered a strong performance in 2025, with the S&P/ASX 200 rising more than 10%[1]), supported by a falling interest rate environment and easing inflation pressures. Market leadership was... Read more continue reading

Advice leaders call for urgent action on regulatory gaps in aged care advice

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Older Australians and their families are at significant risk of receiving “conflicted, inconsistent and inaccurate” advice on aged care from the growing number of unlicensed providers, exposing them to serious... Read more continue reading

ASX investors need broader thinking in higher rate, higher inflation market

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A broader, more diversified approach on the ASX could be more effective in a higher interest rate, higher inflation environment, as investors grapple with the likely impact on the consumer,... Read more continue reading

CPD: Navigating bond strategies in a bifurcated global economy

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When Charles Dickens opened A Tale of Two Cities with his now-famous line, he was describing a world defined not by a single prevailing condition, but by sharp contrasts existing... Read more continue reading

Sustainable Equities 2026 Outlook: Investing in an evolving energy transition

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Sentiment towards decarbonisation has weakened in recent years, but underlying earnings performance has remained resilient. High-quality enablers of the energy transition have continued to deliver strong, above-market earnings growth, even... Read more continue reading

Nuveen’s Sixth Annual EQuilibrium Global Institutional Investor Survey: Institutional investors identify AI, energy transition and deglobalization as key megatrends reshaping investment strategy

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Institutional investors worldwide are recalibrating their investment approaches as three powerful megatrends—artificial intelligence, energy transition, and deglobalization—reshape the global economic landscape, according to preview results from  sixth annual EQuilibrium Global... Read more continue reading

Bentham warns AI disruption is creating a new credit cycle risk for bond investors

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Fixed income markets may be enjoying the calm of tight spreads and stable headline employment, but Richard Quin, Chief Investment Officer at Bentham Asset Management, says the world is increasingly... Read more continue reading