Aged care taskforce: Looming changes ahead for aged care clients and financial advisers

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The Government released the final report from the Aged Care Taskforce on Monday 11 March. Louise Biti, Director at Aged Care Steps said, “this much-anticipated report recognises the demographic changes... Read more continue reading

Continued global market uncertainty doesn’t hold back positive sentiment for global equities, bonds and alternative

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Inflation and geopolitics continue to cause uncertainty in global markets, however investors can still find pockets of opportunities from global trends including the energy transition and artificial intelligence, according to... Read more continue reading

Long/short investing

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Investors and advisers alike are well accustomed to ‘long-only’ investing, while short selling is often perceived negatively. However, long/short equity strategies can often deliver better returns and lower volatility for... Read more continue reading

Australian Equities Reporting Season review

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Overall, relative to expectations, there were more earnings-per-share (EPS) beats than misses during the February reporting season. The ratio of beats to misses was broadly in-line with historic levels. Despite... Read more continue reading

Emerging opportunities for alpha in a volatile world of higher neutral rates

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In a rapidly evolving global landscape, Insight Investment (Insight) presents its annual investment update for 2024, revealing key insights into the complex environment and potential opportunities for institutional and wholesale... Read more continue reading

2024 Hamilton Lane Market overview: new data debunks private markets myths

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Report highlights findings around valuations, fundraising, GP-leds and sustainable investment returns. Hamilton Lane (Nasdaq: HLNE), a leading global private markets investment management firm, has published its 2024 Market Overview. This... Read more continue reading

Equity markets: red hot or red herring?

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Global and Australian economies and markets are holding up better than was expected just four months ago, according to the Schroders Australia investment team, but that doesn’t mean the good... Read more continue reading

Nearly half of Australians can’t afford to wait for default disability insurance, women most impacted: MLC Life Insurance research

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Nearly half of Australian workers have three months’ or less savings in the event of a disability which prevents them from working, with almost a third of women only having... Read more continue reading

Modern Portfolio Theory and the Rise of Ratios in Portfolio Construction

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Background Since their inception, financial markets have provided investors with the opportunity to increase their wealth. However, this is of course not always the case – at times, and without... Read more continue reading

Moving on from Cash in 2024?

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Now is the time for Australian investors to consider putting their cash back to work. By the end of 2023, Australia’s 80 plus authorised deposit-taking institutions had collectively attracted about... Read more continue reading