RBA: looking for a signpost

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The wage price index (WPI) won’t move the dial for the Reserve Bank of Australia’s (RBA) Monetary Policy Board (MPB). It is fair to say that at the margin the... Read more continue reading

J.P. Morgan releases 2026 long-term capital market assumptions, highlighting resilient 60/40 portfolios and opportunities to enhance diversification in a new era of economic nationalism and AI advancement

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J.P. Morgan Asset Management has released its 2026 Long-Term Capital Market Assumptions (LTCMAs), providing a comprehensive 10-15-year outlook for returns and risks across asset classes as the forces that drove... Read more continue reading

Bentham says AI euphoria, tariff shockwaves and policy paralysis will shape the road to 2026

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The next 18 months will be shaped by the collision of tariff-driven economic slowdowns, volatile inflation dynamics and an extraordinary surge in artificial intelligence investment   reshaping capital markets at unprecedented... Read more continue reading

A healthy result on the horizon for CY25 despite the noise

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A healthy result on the horizon for CY25 despite the noise Super funds advanced for the seventh consecutive month in October with the median growth fund (61 to 80% in... Read more continue reading

Ten Cap to launch first active ETF on the ASX

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Ten Cap will launch its first active ETF, Tcap (ASX: TCAP), on the Australian Securities Exchange on 24 November. Tcap’s underlying strategy will be based on the firm’s long-standing investment... Read more continue reading

Downsize your home, upsize your super: HESTA forecasts spring surge

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HESTA is forecasting a record spring for downsizer contributions following a surge in activity earlier this year, as eligible Australians make the most of the opportunity to boost their retirement... Read more continue reading

Gen Z leads surge in first home buying intentions as optimism grows among young Australian

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More than one in three (35%) Gen Z Australians plan to buy their first home within five years, according to Westpac’s latest Home Ownership Report. Intentions have jumped five percentage... Read more continue reading

Why Artificial Intelligence is a mid-cap trend, too

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Artificial intelligence (AI) has helped drive results for the Magnificent Seven and other large-cap companies. But they’re not the only ones benefiting from this trend. The world’s largest tech firms... Read more continue reading

CPD: SMID stocks – a global growth story

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Advisers seeking long-term growth for clients often look beyond the blue-chip large cap stocks to the more dynamic small and mid-cap (SMID) sector. While many portfolios include Australian SMIDs, you... Read more continue reading

Schroders: an optimistic global growth outlook for 2026

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We continue to be more optimistic than consensus about the global economy and expect growth across both developed and developing economies to be higher in 2026 than this year. We... Read more continue reading