Morgan Stanley Investment Management: Market’s AI obsession leaves quality companies trading at discounts

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Investors focus on the artificial intelligence (AI) investment boom may be overlooking some of the world’s highest-quality companies, according to Anton Kryachok, portfolio manager for the International Equity team at... Read more continue reading

How AI could drive change across multiple industries

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The next phase of AI could reshape earnings growth across sectors, not just in tech, possibly creating new opportunities for institutional investors. So far, AI’s impact has largely centered on... Read more continue reading

Funds ride out market storms to deliver another year of strong returns

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For the fourth consecutive year, superannuation funds have delivered strong returns to their members, with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.2% over the... Read more continue reading

CPD: China’s next phase – what persistent supply-side growth means for global markets

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China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a... Read more continue reading

HESTA members add around $10 billion more super in 2025/26, benefitting from strong returns through market volatility

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HESTA added around $10 billion[1] in savings and investment returns collectively to members’ accounts over the 2025/26 financial year, with the Fund’s MySuper investment option delivering strong returns through a period... Read more continue reading

One year on: landmark reforms helping build stronger retirement futures for women

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One year since super on Commonwealth Parental Leave Pay took effect alongside the super guarantee reaching 12%, HESTA modelling shows just how much these critical reforms can improve women’s retirement... Read more continue reading

International (ex US) and emerging market fixed income show value

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Despite heightened geopolitical tensions, persistent inflation concerns and ongoing uncertainty around US monetary policy, fixed income continues to offer compelling risk adjusted return potential heading into the second half of... Read more continue reading

RBA minutes: stayin’ live

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I’m not sure that the news flow of the last week or so has managed to advance whatever one may have been thinking about the decision of the Reserve Bank... Read more continue reading

CPD: Capitalising on global growth in the decarbonisation era

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Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net... Read more continue reading

Private markets becoming a core allocation as listed markets narrow

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Structural changes in global capital markets have reshaped the investment landscape, and investors are increasingly viewing private markets as a core portfolio allocation, according to GSFM CEO, Damien McIntyre. But... Read more continue reading