Australian investors urged to look beyond local property as global opportunities emerge

From

For most investors, Australian direct property has always looked like a safe and grown-up choice – tangible, local, familiar. In comparison, global private real estate has often looked like the... Read more continue reading

A wider pitch: lessons from the largest football World Cup in history

From

Key takeaways A 48-team football World Cup gives more nations a seat at the table — but not on equal terms. The same is true in markets. Emerging markets as... Read more continue reading

While markets watch SpaceX, a Russell rebalance rewrites the rulebook for both active and passive managers

From

As SpaceX prepares for world’s largest IPO, investors should not overlook the June rebalance of the Russell 1000 Growth and Value Indexes, which will materially reshape exposures, especially among mega... Read more continue reading

Franklin Templeton expands active ETF suite with global systematic equity and income strategies

From

Franklin Templeton has launched two new active ETFs on the ASX, bringing its local active ETF range to nine products and adding to a global trend that has seen inflows... Read more continue reading

Corporate capex provides solid footing for US equities

From

Corporate capex is supporting economic growth in the US, according to Jeff Schulze, head of economic and market strategy at ClearBridge Investments. Artificial intelligence (AI) investment in data centers requires... Read more continue reading

Resilient to bubbles and bullets 

From

Shock, adjust, continue The Iran war started more than three months ago now. Investors spent a lot of time in March trying to define different scenarios and predict how the... Read more continue reading

AI disruption fears are driving a disconnect in global small and mid-caps

From

Global equities manager Fairlight Asset Management believes concerns about the potential impact of artificial intelligence are creating a growing disconnect between market valuations and business fundamentals across quality global small... Read more continue reading

Mag10 on the horizon, following SpaceX IPO

From

Investors cannot afford to ignore artificial intelligence (AI), as the market capitalisation of the top global companies is set to leap to new highs – with upcoming IPOs from SpaceX,... Read more continue reading

New report reveals why balance, size and design, not just returns on income, decides retirement

From

A new analysis by the Monash Centre for Financial Studies (MCFS) highlights the fragility of retirement outcomes for Australians. Australia’s superannuation system is designed as the backbone of retirement security, yet the... Read more continue reading

Markets overreacting to AI fears in software sector

From

Schroders says fears around artificial intelligence (AI) disrupting software businesses have been overblown, with private equity investors taking a far more selective and measured approach than public markets. Claire Smith,... Read more continue reading