Supply squeeze sets up Australian bank debt for strong second half

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A looming supply squeeze in Australian financial subordinated debt is creating a compelling market opportunity, according to Schroders’ Head of Credit, Helen Mason, with billions of dollars of securities being... Read more continue reading

The quiet protector sitting in your super

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Australian workers are increasingly concerned about their financial security, yet many may not realise that life insurance inside their super could already be working in the background to protect them... Read more continue reading

The case for Australian micro and small caps has rarely been stronger – why Australia’s next generation of growth will be found beyond the ASX 20

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AI infrastructure, electrification and under-researched companies are creating some of the strongest opportunities in Australian micro and small caps in years. While Australia’s largest listed companies continue to dominate investor... Read more continue reading

Despite the noise, super funds deliver again in FY26

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Despite tensions in the Middle East, lingering inflation concerns and periods of market volatility, super funds posted a fourth consecutive year of strong returns, with the median growth fund (61 to... Read more continue reading

FY26 top super returns revealed

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Superannuation funds have continued to deliver strong returns to members over the 2026 financial year, navigating significant global volatility to finish the year on a high note. SuperRatings expects that... Read more continue reading

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

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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

Time to look beyond the AI and tech trade in emerging markets

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Emerging markets have performed strongly over the past 12 months but given how heavily the index is weighted toward AI and tech holdings, now is the time for investors to... Read more continue reading

Three reasons the Fed will hold rates and why the RBA is likely to follow suit

Despite markets pricing in up to two further US rate hikes this year, Damien Hennessy, investment director at Zenith Investment Partners, expects the Federal Reserve to delay any move to... Read more continue reading

Global growth resilient and AI remains central but risks elevated and late-cycle dynamics emerge

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Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment outlook. The outlook is for continued global economic expansion in the second half... Read more continue reading

Volatile and rangebound

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We have been cautious on Australian equities and we maintain that stance. While there are pockets of support beneath the surface, the domestic backdrop presents a number of meaningful headwinds... Read more continue reading