How US equities and US fixed income performed with a resumption of Fed easing

From

With more Fed rate cuts seen as a strong possibility heading into year-end, Franklin Templeton Institute explores how stock and bond markets have historically performed during the resumption of Fed... Read more continue reading

As time runs out for bank hybrids, it’s time to look for alternatives

From

Despite a final phase out date of 2032, a number of large bank hybrids have already matured, which means investors need to start looking for alternative investments sooner rather than... Read more continue reading

Will a focus on short term results benefit long term performance?

From

Much is being made of the fact that the vast majority of active fund managers are underweight Commonwealth Bank of Australia (CBA). Its strong performance in recent years has led... Read more continue reading

“Flying cars”, investment fantasy or the next big thing?

From

We could be approaching a new era of transport. But will they take off and bring with them a new generation of investment opportunities or are they destined to remain... Read more continue reading

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

From

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

From

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

From

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

From

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

From

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’

From

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