Uptick in IPOs bringing confidence and liquidity to global private equity markets

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Confidence and liquidity appear to be returning to global private equity with early indications from 2026 pointing to a long overdue uptick in IPO activity supporting valuations, deal conditions, and... Read more continue reading

Managed accounts to surpass $400 billion by 2030 as technology and regulatory scrutiny reshape the sector

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Managed accounts are on track to exceed $400 billion by the end of the decade, with technology and tighter regulation pushing the sector towards stronger, more transparent growth, Andrew Yap,... Read more continue reading

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