CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026

From

Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the... Read more continue reading

South Korea’s AI sell-off shows how quickly market optimism can turn

From

The South Korean stock market has plunged almost 40 per cent over the last few weeks, wiping billions from investor wealth. An RMIT expert says the sell-off is a stark... Read more continue reading

State Street Investment Management debuts its first active ETFs in Australia in partnership with Blackstone Credit & Insurance

From

State Street Investment Management, Australia’s largest asset manager1, today announced the upcoming launch of two actively managed exchange-traded funds (ETFs) in Australia in an extension of its liquid credit partnership with... Read more continue reading

FIIG Securities says RBA rate cycle turn looks more likely in 2027

From

Australian fixed income specialist FIIG Securities sees the Reserve Bank of Australia (RBA) returning to a cash rate cut cycle in 2027 and suggests now is the right time for... Read more continue reading

Set-and-forget investing no longer works as market shocks rewrite the rules

From

Investors relying on the same defensive assets to protect their portfolios through every market downturn risk being caught out, with recent geopolitical events exposing how quickly traditional investment playbooks can... Read more continue reading

Don’t overlook the underlying value of businesses in times of market volatility

From

Investors shouldn’t mistake market volatility as representing material changes in the value of listed companies, according to Tim Carleton, Auscap Asset Management’s CIO, who says the reality is that the... Read more continue reading

Strategists are backing AI and US equities to drive H2 returns, even as inflation remains a concern

From

Investors are heading into the second half of 2026 faced with potential risks, from the ongoing US-Iran conflict, volatile energy markets, and persistent inflation, yet despite this, nine out of... Read more continue reading

Why global growth investing calls for active management

From

Institutional investors have many ways to access global equities. In recent years, many have used passive strategies to achieve broad market exposure efficiently and at low cost. That trend is... Read more continue reading

Risk assets have to earn the second half

From

Key takeaways Concentration is not a reason to be bearish but to reflect on what the market is depending on. Earnings season will be an important test on whether the... Read more continue reading

Australia’s biggest challenge isn’t inflation, it’s productivity

From

Australia’s biggest long-term economic challenge may not be inflation, but productivity. While recent debate has focused on AI, housing, superannuation, infrastructure and tax, each issue ultimately comes back to the... Read more continue reading