Cautious but Opportunistic: Insight Investment’s Global Fixed Income Outlook

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Insight Investment’s outlook for 2026 is one of caution with select opportunities. Many credit markets look expensive, with spreads leaving little room for shocks, but persistent investor demand continues to... Read more continue reading

Age pension increase welcome, but barrier to work remain for retirees

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HESTA welcomes tomorrow’s increase to the Age Pension, providing additional support to retirees facing rising inflation and cost-of-living pressures. The fund is also continuing to call for change to Work... Read more continue reading

Positive trends in ESG maturity among fund managers

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Tony Adams, Head of Sustainable Investment Research at Lonsec Research and Ratings, explores the evolving ESG practices of fund managers, with a particular focus on firm-level assessments. Adams reflects on... Read more continue reading

The Fed: certain uncertainty

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As expected, The Federal Reserve’s FOMC lowered the policy rate by 25bps to a target range of 4-4¼ per cent. The decision clearly reflected greater emphasis on the labour market... Read more continue reading

HESTA statement on 2035 climate target

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We welcome the clarity and certainty provided by today’s release of the 2035 target, supporting businesses and long-term investors to invest in Australia’s shift to a low-carbon future.   While pleasing... Read more continue reading

Robeco publishes expected returns 2026-2030: ‘The Stale Renaissance’

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Robeco has published the 15th edition of its 5-year outlook, Expected Returns 2026-2030, titled The Stale Renaissance. The report explores a paradoxical economic landscape where technological breakthroughs — particularly in... Read more continue reading

Chant West: Super funds’ strong start to FY26 continues

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Super funds’ strong start to FY26 continues Super funds continued their strong start to FY26 with the median growth fund (61 to 80% in growth assets) up 1.3% in August.... Read more continue reading

Fidelity International survey: Australians the most confident investors in the APAC region amidst volatility

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Key points Survey of over 6,500 investors shows rising caution amidst volatility, with 53 per cent of Australian investors having increased their investments and cash savings The majority of investors... Read more continue reading

Government bonds: the end of the shock absorber

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Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Sahil Mahtani, Head of... Read more continue reading

Bennelong Funds Management signs MOU and partners with US middle market private credit lender Monroe Capital

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Bennelong Funds Management has signed a memorandum of understanding (MOU) and partnered with US-based Monroe Capital to further expand its distribution to Australia and New Zealand. Founded in 2004, Monroe... Read more continue reading