Why bonds could be a smart investment amid global rate cuts

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The Reserve Bank of Australia (RBA) has cut rates three times in 2025 in line with our long-held expectations for a quarterly easing cycle. In our view, the cash rate... Read more continue reading

CPD: The investment potential in emerging market equities

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Emerging markets (EM) are highly inefficient. Complicated governance structures, evolving macroeconomics and immature institutions result in elevated stock price volatility. This creates significant alpha generation opportunities, as well as challenges,... Read more continue reading

Funds benefit from global growth in September

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With the AI thematic and a US federal rate cut bolstering international share market returns, superannuation research house SuperRatings estimates that the median balanced option returned 0.8% to members over... Read more continue reading

Momentum builds for consumer small caps

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Momentum continues to build in the small-cap sector, with recent performance and reporting season results pointing to renewed investor confidence and attractive opportunities across several sectors, according to DNR Capital... Read more continue reading

State Super acquires 23% stake in Frontier, enhancing investment capabilities for members

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State Super, one of Australia’s largest and most trusted superannuation schemes, has acquired a 23% equity stake in Frontier Advisors, a leading institutional investment advisory firm. This strategic partnership includes... Read more continue reading

HESTA hits $100bn in funds under management, scale supports member returns

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HESTA has announced its members’ retirement savings have surpassed $100 billion for the first time, bringing scale benefits that continue to support the delivery of strong, sustainable returns. The landmark... Read more continue reading

CPD: Tariffs, technology, and transition

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Economic outlook: A clash of forces tests conventional frameworks The Trump administration aims to reshape the U.S.’s global role while improving the country’s trade balance. In previous Cyclical Outlooks, we argued... Read more continue reading

Bubble trouble – is AI enthusiasm driving a bubble in shares?

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Key points Rich share market valuations are warning of the risk of a pullback in shares amidst fears of a bubble and it’s possible that enthusiasm for AI has run... Read more continue reading

Mortgage offset accounts may deepen wealth divide, new research reveals 

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Mortgage offset accounts are widely used across Australia, yet their financial benefits disproportionately favour wealthier households, a new study from the University of Sydney has revealed, raising important questions about... Read more continue reading

New research: 10 years of smart beta and the switch is accelerating

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New research has revealed ETF adoption among advisers has intensified in the last year, with over 70% reporting greater usage and 65% using two or more smart beta strategies. The... Read more continue reading