Passive flows create multi-billion opportunity in small-cap and LIC markets

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A decade of heavy passive fund inflows has reshaped Australia’s equity market, concentrating capital in a handful of large-cap names, leaving many smaller companies and listed investment companies (LICs) behind.... Read more continue reading

Sequencing, longevity and the evolving multi-asset toolkit

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As Australia’s superannuation system matures, the challenges of sequencing and longevity risk are reshaping how retirement portfolios are designed, assessed, and communicated. Traditional accumulation frameworks focused on return and volatility... Read more continue reading

Companies driving AI boom lead US earnings growth and profitability

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The US technology giants represent some of the strongest growth and quality exposures in global equity markets, with their huge price gains underpinned by strong earnings growth and profitability, according... Read more continue reading

Vanguard proposes solution for young Australians priced out of traditional avenues to build wealth

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In a move to help young Australians find new avenues to build wealth, Vanguard today released details of a proposal to increase investment through a new tax-incentivised investment vehicle modelled... Read more continue reading

CPD: Estate planning – tax-smart strategies for bypass and control

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Introduction Contrary what we are regularly told, the ‘great intergenerational wealth transfer’ is not coming. It’s already well underway. The enormity of this ‘handing down of wealth’ from older to... Read more continue reading

Investment implications of changing consumer behaviour in Asia

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Consumer behaviour across developed markets in Asia, like mainland China, Hong Kong, Singapore and Taiwan, is undergoing a notable transformation, shaped in part by persistent economic uncertainty and a challenging... Read more continue reading

Australian fixed income outlook

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Market review Australian bond markets saw further repricing of the Reserve Bank of Australia (RBA) in October. The Australian bond market, as measured by the Bloomberg AusBond Composite 0+ Yr... Read more continue reading

Fixing the economics of risk advice without weakening consumer safeguards

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The irony isn’t lost on anyone. The people who help Australians prepare for life’s worst shocks are themselves battling to survive. Between rising levies, endless paperwork, and fewer peers to... Read more continue reading

BlackRock debuts iShares Bitcoin ETF (ASX:IBIT) in Australia

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BlackRock Australia has announced its intent to launch the iShares Bitcoin ETF (ASX: IBIT), reinforcing its commitment to providing Australian investors with greater choice and easier access to cryptocurrency exposure... Read more continue reading

China and emerging markets:  A turning point for investors  

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China Equities Portfolio Manager Wenchang Ma argues that structural reform, stronger fundamentals, and sectoral innovation are transforming China and emerging markets into higher-quality, more resilient sources of long-term growth for... Read more continue reading