U.S. employment volatility masks structural shift

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U.S. headline employment rebounded strongly in March, posting the largest monthly gain since late 2024. The jobs rebound, which was broad-based across industries, was a welcome sign after February’s data... Read more continue reading

March market shock hits super balances

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Superannuation balances fell sharply over March as events in Iran evolved and the disruption to global oil supplies exacerbated emerging economic pressures. Leading research house SuperRatings estimates the median option... Read more continue reading

HALO companies resurface from AI disruption

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Companies with heavy assets and low obsolescence (HALO) are emerging as the next big investment theme, following the disruption caused by AI disruption in asset-light sectors, according to principal, investment... Read more continue reading

Revisiting the rulebook: Three months on

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Key takeaways The second and third-order effects of the Strait of Hormuz crisis are only beginning to materialise Markets have been complacent and are normalising to the conflict Geopolitical risk... Read more continue reading

Aware Super recognised as an Adviser-Ready Super Fund 

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Aware Super has received the rare Adviser-Ready Fund accreditation under the new national framework jointly developed by the Financial Advice Association Australia (FAAA) and Chant West. This accreditation recognises the Fund’s investment in... Read more continue reading

AI is reshaping software markets, but broad selloffs miss the real story

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Investors shouldn’t overlook fundamentals as increased volatility and recent sell offs across the SaaS sector leads to broader questions of whether it is facing a sentiment-driven correction tied to AI... Read more continue reading

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