New report reveals why balance, size and design, not just returns on income, decides retirement

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A new analysis by the Monash Centre for Financial Studies (MCFS) highlights the fragility of retirement outcomes for Australians. Australia’s superannuation system is designed as the backbone of retirement security, yet the... Read more continue reading

Markets overreacting to AI fears in software sector

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Schroders says fears around artificial intelligence (AI) disrupting software businesses have been overblown, with private equity investors taking a far more selective and measured approach than public markets. Claire Smith,... Read more continue reading

The old map is outdated: Are investors stuck in the past on emerging markets?

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The market’s view that emerging markets are still defined by the vulnerabilities of the past is increasingly at odds with the breadth of long-term value opportunities available across the asset... Read more continue reading

Questionable optics for Fed Chair Warsh

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New Chair Kevin Warsh’s ability to guide the Federal Reserve will depend upon the market’s belief he is not beholden to President Trump. Taking the oath in a White House... Read more continue reading

CPD: A TTR strategy for modern retirement

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We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article,... Read more continue reading

Mega IPOs and institutional portfolio risk: managing concentration before listings

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Key takeaways Mega IPOs could quickly turn private market gains into concentrated public equity exposure. Passive index inclusion may increase exposure institutional investors already hold privately. Overlay strategies can help... Read more continue reading

Narrowing market leadership raises challenges for active equity managers

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Global equity markets are becoming increasingly concentrated, with benchmark performance being driven by a smaller group of stocks, sectors and countries. This dynamic is creating new challenges for investors, particularly... Read more continue reading

Brookfield Brings Global Evergreen Infrastructure Strategy to the Australian Wealth Market

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Brookfield has launched its Brookfield Infrastructure Income Fund (AUD) (the “Fund”) for wholesale investors in Australia’s private wealth market, with demand expected to be strong from the advised and self-managed... Read more continue reading

CPD: Trend following in uncertain times

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Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend... Read more continue reading

Schroders says AI boom creating opportunities far beyond mega-cap tech

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Global equity markets remain supported by strong corporate earnings despite elevated valuations, geopolitical uncertainty and concerns around AI-driven market concentration, according to Lukas Kamblevicius, Schroders QEP Global Core Fund portfolio manager.... Read more continue reading