As traditional income options shrink, volatility offers an alternative 

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Investors’ instinct to treat volatility as something to avoid rather than a potential source of return could mean they are overlooking valuable income opportunities, according to Talaria Capital co-CIO Chad... Read more continue reading

Gulf between small industrials earnings and valuations could narrow, but recovery uneven

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The gulf between earnings and valuations for quality small industrial stocks could be starting to narrow as corporate deal activity picks up and reported earnings surpass expectations, according to a... Read more continue reading

High yield sheds its ‘junk bond’ past as credit quality reaches historic highs

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The global high-yield bond market is undergoing a fundamental shift in credit quality that has left its former “junk bond” reputation increasingly disconnected from reality, according to Capital Group fixed... Read more continue reading

Fed hikes remain in play, but higher yields are creating opportunities

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Persistent inflation, elevated real yields and heavy bond issuance from the technology sector are creating a more challenging backdrop for risk assets, but the repricing in bond markets is also... Read more continue reading

Global X celebrates five years of SEMI as AI opportunity broadens

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Global X ETFs Australia is celebrating five years of its Global X Semiconductor ETF (ASX: SEMI), marking half a decade since it identified semiconductors as a critical investment theme for... Read more continue reading

CPD: The case for Australian mid-caps – why quality is on sale

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Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right... Read more continue reading

CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape

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For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them... Read more continue reading

CPD: Positioning portfolios for the next world order

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Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in... Read more continue reading

AIA launches TPD CORE to deliver greater certainty in disability protection

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In response to the increasing complexity of disability claims, leading life, health and wellbeing insurer AIA Australia has launched a new retail TPD product, TPD CORE, to give customers and advisers... Read more continue reading

Fidelity International highlights growing importance of diversification in momentum-driven markets

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For the past few years, investors have been rewarded for owning what is already working but it is becoming increasingly important that they understand what is driving this success and... Read more continue reading