Aging populations are straining retirement systems worldwide, according to the 2026 Marsh CFA Institute Global Pension Index

From

Marsh (NYSE: MRSH), a leading global professional services firm, and CFA Institute, the global association of investment professionals, has released the 18th annual Marsh CFA Institute Global Pension Index (MCGPI),... Read more continue reading

Research house assigns ‘Recommended’ rating to ASA’s social infrastructure fund

From

Independent research house Core Property Research Pty Ltd has reviewed ASA Real Estate Partners’ newly launched investment opportunity, rating the ASA Equal Living Social Infrastructure Fund as Recommended[1]. The rating... Read more continue reading

Lonsec upgrades Western Asset Enhanced Income Fund – Class A to Highly Recommended

From

Lonsec Research has upgraded the Western Asset Enhanced Income Fund – Class A to Highly Recommended, its highest rating, recognising the strategy’s experienced investment team, disciplined process and consistent record... Read more continue reading

BCG report highlights evolving challenges and opportunities in Australian M&A market

From

Australian dealmakers will need to adopt a more targeted and disciplined approach to mergers and acquisitions as regulatory change, higher capital costs and persistent valuation gaps continue to weigh on... Read more continue reading

Australians pin hopes on inheritance as retirement anxiety and advice gap remains according to Natixis IM’s 2026 Global Retirement Index

From

Key Points Australia climbs to 6th place improving its position as one of the world’s strongest retirement systems Despite this, one third of Australians expect to receive an inheritance that will substantially fund their retirement Australians estimate... Read more continue reading

Australian investors and traders cautious about markets but staying invested, CMC client survey reveals

From

Australian investors and traders remain nervous about markets but are continuing to invest and trade through uncertainty, maintaining exposure despite rising caution and concerns over mounting macro headwinds, according to... Read more continue reading

Bell Australian Small Companies Fund receives Recommended rating from Lonsec

From

The Bell Australian Small Companies Fund – Class A (APIR PIM8252AU) has been awarded a Recommended rating by Lonsec Research — the fund’s second Recommended endorsement since the Fund launched mid... Read more continue reading

Class 2026 Annual Benchmark Report: SMSFs reach new record as rollovers reveal changing member needs across life stages

From

Leading cloud-based accounting and SMSF administration software provider Class has released its 2026 Annual Benchmark Report, revealing new insights into rollover activity and indicating recent government reforms may have more... Read more continue reading

Balmoral Investors Emerging Companies Fund earns ‘Recommended’ rating from Lonsec

From

Balmoral Investors is pleased to announce that its ‘Balmoral Investors Emerging Companies Fund’ has earned an initial ‘Recommended’[1] rating from Lonsec. The Fund is an actively managed Australian micro-cap equity strategy... Read more continue reading

New report puts stockbroking and investment advice careers in the spotlight as profession prepares for future growth

From

Stockbroking and investment advice firms need to do more to attract and retain a diverse pool of talent, with a new insights report highlighting the opportunities this could bring, and... Read more continue reading