Zurich Australia hosts fourth mental health roundtable

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Zurich Financial Services Australia (Zurich) has hosted its fourth bi-annual Mental Health Roundtable, attended by key clinical and civil society representatives to discuss trends surrounding mental health diagnosis, treatment and... Read more continue reading

Infrastructure stands out as capital rotates away from concentrated equity markets

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In a market increasingly dominated by a small group of AI-linked companies, investors are actively looking for diversification, and infrastructure is one of the few sectors areas delivering it. Infrastructure... Read more continue reading

Hidden GEMs: Resilience and divergence: emerging markets are forging ahead in a new era for investors

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Conflict-related commodity market disruption is just the latest in a series of shocks testing policymakers and unsettling investors. Yet a familiar pattern is playing out in markets. Grant Webster, Co-Head... Read more continue reading

Global smaller companies: When everyone owns the same names, what next?

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Key takeaways Market returns have been dominated by a narrow group of large-cap stocks, increasing concentration and limiting diversification. As market leadership broadens in a period of greater geopolitical uncertainty,... Read more continue reading

Opportunities in European small caps abound – but the right approach is crucial

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A volatile start to 2026 has masked some solid fundamentals in European markets, but the valuation gap that exists between European small caps relative to both history and their large cap peers makes them an attractive... Read more continue reading

An AI report card through lens of Nvidia earnings

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Artificial intelligence (AI) has been the undeniable driver of global equity markets over the past few years, and the numbers associated with it  – capital expenditure, revenue growth, market capitalisations... Read more continue reading

Rising global bond yields: The test for risk assets

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Global bond markets have sold off sharply in recent weeks, pushing long-end yields to multi-decade highs across major markets. U.S. 30-year yields hit their highest level since 2007, 30-year JGBs... Read more continue reading

Mega-cap IPOs will test the return to public markets

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The initial public offering (IPO) window is reopening in the US, but the more important story is the scale of the private companies preparing to enter public markets. SpaceX could... Read more continue reading

Investor demand for absolute return soars amid equity market volatility

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Rising interest rates, equity market volatility, and stretched market valuations are seeing investors reconsider the role of fixed income in portfolios, moving beyond diversification to a more active source of... Read more continue reading

Infrastructure’s role broadens as structural growth themes take hold

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Infrastructure is increasingly being reassessed by investors as its role expands beyond a traditional defensive allocation. While income and diversification remain central, long‑term structural trends are positioning infrastructure as a... Read more continue reading