Of bots and men and investing in the age of AI, Franklin Templeton Fixed Income CIO shares investment outlook

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Franklin Templeton Fixed Income CIO Sonal Desai believes that as AI evolves at a faster pace, it will be a fluid situation, but identifying the industries and companies likely to... Read more continue reading

Ten stats that matter 

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From how AI is already shaping businesses and markets via data centres and drug trials, to precious metals, defence spending and demographics around the world, Talaria Co-CIO Hugh Selby-Smith outlines... Read more continue reading

New digital advice platform drives 78% uplift in retirees choosing more than minimum pension

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Aware Super’s industry-first digital retirement planning and management platform has led to a big uplift in retirees choosing more than the minimum pension, demonstrating its ability to boost members’ confidence... Read more continue reading

Our convictions remain unchanged despite the return of tariff uncertainty

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Since the start of the year, some of the key convictions highlighted by Amundi, Europe’s largest asset manager, have been playing out and some trends have accelerated. According to Vincent... Read more continue reading

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