CPD: The critical role global dividends play in generating income

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At the end of November 2025, Australians had more than $242 billion[1] invested in cash. While it’s not uncommon for investors to seek the safe haven cash offers during periods... Read more continue reading

Another strong calendar year result for super fund members

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Another strong calendar year result for super fund members Super funds posted another strong result for the 2025 calendar year, with the median growth fund (61–80 per cent in growth... Read more continue reading

Long term structural drivers lift investment in emerging market equities

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Emerging market equities delivered strong results across 2025, providing investors with year-to-date returns exceeding 30%*. Despite this impressive performance, ClearBridge Investments says the market recovery is still at an early... Read more continue reading

Responsible investing in the age of strategic autonomy and resilience: Amundi responsible investment views for 2026

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Amundi, Europe’s leading asset manager[1] has shared its Responsible Investment Views for 2026 setting out how geopolitical realignments and accelerating climate and technology trends will reshape investment priorities and allocations for the... Read more continue reading

Why 2025 rewarded valuation discipline – and what it means for portfolios in 2026

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Investors heading into 2026 face a markedly more selective market environment, with dispersion, valuation discipline and earnings durability set to drive outcomes, according to asset consultancy firm Atchison. Markets in... Read more continue reading

RBA: it’s all about inflation…and the news ain’t looking great

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I’ve had a hard time convincing myself that the Reserve Bank of Australia (RBA) will raise the policy rate when it meets on February 10th. Markets appeared to share that... Read more continue reading

Responsible investing is growing up, not winding down

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Responsible investing is moving beyond what has been a challenging time as the sector adopts a more pragmatic position, according to Dugald Higgins, head of responsible investment & real assets... Read more continue reading

EOY update: Still time to ride the AI boom

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We are two to three years into a global AI boom, not a bubble, according to Munro Partners founding partner and chief investment officer, Nick Griffin. “When I hear the... Read more continue reading

Outlook: Five strategic investment themes to watch in 2026

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1. Don’t bet against the US One of the main questions on investors’ minds is whether the AI-driven U.S. equity surge has created a bubble. Additionally, tariffs and the corresponding rise... Read more continue reading

SG Hiscock tips critical minerals and gold to power small-cap outperformance in 2026

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Small-cap gold and critical mineral miners could benefit from a multi-year resources cycle, underpinned by rising artificial intelligence investment and energy transition needs, according to Rory Hunter, head of emerging... Read more continue reading