New economic order of nationalism and onshoring to hurt global equities 

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A shift from global integration to a new era characterised by increasing nationalism and the return of manufacturing to domestic locations could harm the returns on equities, according to Chad... Read more continue reading

International commentary: What’s driving markets this week

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“After months of policy turbulence and market swings, investors are pausing for breath. The August lull has come early, but shares are holding onto their rally since the April low.... Read more continue reading

SG Hiscock fund manager expects another volatile reporting season, but positive on the outlook for gold

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This August reporting season will be another volatile one, with share price reactions likely to be sharp and immediate, and consistent with recent reporting seasons, according to Phillip Li, co-portfolio... Read more continue reading

Australian Ethical MySuper delivers 10.5% demonstrating the strength of ethical investing

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Australian Ethical’s Balanced Fund, its MySuper option, delivered 10.5%1 (after fees) in the year to June 30, 2025, demonstrating the strength of its ethical investment approach in the face of... Read more continue reading

Australia’s population boom fuels investment tailwinds

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Australia’s surging population, propelled by a wave of overseas migration, is reshaping the economy and creating what boutique investment manager Datt Capital calls a structural investment opportunity across housing, healthcare... Read more continue reading

Super returns sail through global turmoil

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In a year of extraordinary global events, Australians can find comfort in their retirement balances continuing to grow. The first half of the year brought back some much-needed stability to... Read more continue reading

Volatility fatigue: Schroders 2025 mid-year investment outlook

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As global markets reach the midpoint of 2025, a complex and uncertain macroeconomic landscape is fuelling volatility fatigue, according to Schroders, in a new outlook released last week. The outlook... Read more continue reading

Australian equities to overcome a wall of worry

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The Australian market is set to trade higher for the rest of the year – potentially a further five to 10 per cent – according to Australian equities boutique fund... Read more continue reading

Double digit super fund returns for FY25

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Despite trade tensions and concerns in the Middle East, super funds posted another tremendous financial year result with the median growth fund (61 to 80% in growth assets) returning 10.5%... Read more continue reading

Sharp building approvals in 1Q drop highlights shortage in housing

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Simon Arraj, Founder and Responsible Manager of Vado Private, believes further cuts in interest rates this year could stimulate construction activity and help to lift housing supply in Australia’s biggest cities,... Read more continue reading