Uncertainty has no end date, and businesses must adapt now

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Businesses can no longer afford to simply ‘wait and see’, and must instead position themselves to handle both short-term blips and longer-term structural issues, says Todd Gammel, business recovery partner... Read more continue reading

The Warsh Fed is a welcome return to orthodoxy says Franklin Templeton’s Fixed Income CIO 

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First impressions count, and Kevin Warsh came out as a hawk in his first press conference as the new Federal (Fed) Reserve chair, notes Sonal Desai, chief investment officer, Franklin... Read more continue reading

Muddy markets need a defensive strategy as earnings seasons closes in

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With reporting season just around the corner ECP Asset Management partner, Andrew Dale, says investors should adopt a more defensive approach to their investments as the outlook for the second... Read more continue reading

CPD: The structural advantage of US middle market private credit

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Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience.... Read more continue reading

Super funds on track for fourth straight year of strong returns

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Super funds had a tremendous May with the median growth fund (61-to-80% in growth assets) rising by 2.1% over the month. Taking into consideration market movements in June so far... Read more continue reading

Fidelity International mid-year investment outlook

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As we head into the second half of 2026, Fidelity International believes fundamentals are relatively supportive of risk assets, despite a highly volatile backdrop. The conflict in the Middle East... Read more continue reading

CPD: Rupture and resilience

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The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing... Read more continue reading

HESTA launches ‘Super Saturday’ to help Australians act before EOFY

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Key points Peak weekend of activity ahead of tax time predicted to be 20-21 June, with voluntary super contributions likely to quadruple for the month. New research suggests many still... Read more continue reading

Growth grinds, inflation grows: Franklin Templeton Fixed Income macro view

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In its latest macro report, the Franklin Templeton Fixed Income team notes that global markets will face a more stagflationary backdrop as inflation pressures intensify, growth diverges and central banks... Read more continue reading

Aussie equities a ‘complete laggard’ compared to global peers, as Zenith favours US, Japan and emerging markets

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Australian equities are likely to remain under pressure in 2026, with a combination of limited domestic exposure to artificial intelligence and relatively tight local monetary policy making it difficult to... Read more continue reading