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

Super returns power on over October

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The strong run of positive returns for superannuation funds continued in October with superannuation research house SuperRatings estimating that the median balanced option returned 1.3% to members over the month.... Read more continue reading

Alternative private sector data points to a growing US economy despite lack of economic data releases from the US government

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The U.S. federal government shutdown has halted most economic data releases over the past month. While the timing is suboptimal given the cooling U.S. labor market, this does not mean... Read more continue reading

Passive flows create multi-billion opportunity in small-cap and LIC markets

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A decade of heavy passive fund inflows has reshaped Australia’s equity market, concentrating capital in a handful of large-cap names, leaving many smaller companies and listed investment companies (LICs) behind.... Read more continue reading

Sequencing, longevity and the evolving multi-asset toolkit

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As Australia’s superannuation system matures, the challenges of sequencing and longevity risk are reshaping how retirement portfolios are designed, assessed, and communicated. Traditional accumulation frameworks focused on return and volatility... Read more continue reading

Companies driving AI boom lead US earnings growth and profitability

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The US technology giants represent some of the strongest growth and quality exposures in global equity markets, with their huge price gains underpinned by strong earnings growth and profitability, according... Read more continue reading

Vanguard proposes solution for young Australians priced out of traditional avenues to build wealth

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In a move to help young Australians find new avenues to build wealth, Vanguard today released details of a proposal to increase investment through a new tax-incentivised investment vehicle modelled... Read more continue reading