Volatility returns to equity markets as bond yields jump

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As stock markets navigate heightened volatility and rising bond yields in 2025, investors are reducing bets on interest rate cuts in the US and pricing in more potential inflation under... Read more continue reading

Super funds deliver stellar result for 2024

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Super funds posted a stellar 2024 result for their members with the median growth fund (61 to 80% in growth assets) returning 11.4%, with higher risk portfolios faring even better.... Read more continue reading

Trump 2.0

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The new Trump Administration in the US is a major wildcard for the year ahead, both economically and geopolitically, with implications home and abroad. Whilst Trump’s main campaign policies and... Read more continue reading

Top performers revealed as super funds charge through 2024 with double digit returns

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Despite a post-Christmas stumble resulting in December returns falling into the red, it was full steam ahead for funds over 2024 with returns boosting member balances in 10 out of the... Read more continue reading

A semblance of a goldilocks ahead of Trump’s inauguration

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Markets have cheered any good news emerging in 2024 from the economy, corporate earnings and the political environment, although occasionally they were caught by surprise. Looking ahead, they will be... Read more continue reading

Be patient. Watched stock never boils.

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Be patient. Watched stock never boils. Peter Lynch With global equity markets continuing to soar, an investment strategy that offers some genuine diversification away from the crowd should serve Australian... Read more continue reading

Bifurcation on ASX demands bottom up view for 2025

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The extreme divergence in performance within ASX sectors underlines the benefits of analysing investments at company level, according to ST Wong, Chief Investment Officer at Australian boutique, Prime Value Asset... Read more continue reading

European infrastructure a trillion dollar opportunity for investors

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The infrastructure asset class is experiencing tailwinds from secular megatrends including decarbonisation and the energy transition, digitalisation and the growth in data and AI, with the energy and utilities sector... Read more continue reading

Investors add record $33.5bn into ASX-listed ETFs in 2024

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ASX-listed exchange traded funds (ETFs) attracted a record $33.49 billion of investors’ cash inflows in 2024, smashing the previous $23.6 billion post-COVID full-year inflows record set in 2021. The record... Read more continue reading

A cross-asset 2025 outlook

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Portfolio Managers, Strategists and Executives from Natixis Investment Managers, AEW Capital Management, Flexstone Partners, Loomis Sayles, Mirova, Vaughan Nelson Investment Management provide 2025 Market Outlooks. During 2024, the US economic... Read more continue reading