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Managed accounts scrutiny shifts from adoption to accountability

The conversation around managed accounts in Australia is shifting from whether advisers should use them to which solution is most appropriate, and why, as the sector matures and regulatory scrutiny

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27 Aug 2026

Lonsec launches Governance Solutions to meet growing demand for investment governance expertise

Lonsec has announced the launch of Lonsec Governance Solutions, a new business established to help fund managers, responsible entities, licensees, private wealth firms and platforms strengthen governance frameworks, improve investment

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20 Aug 2026

Is US exceptionalism reaching its limits?

US equities have delivered years of outsized returns, but a narrowing gap is emerging between the case for continued American dominance and the case for a more diversified global approach.

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14 Aug 2026

Lonsec launches new governance solution to support investment oversight

The Lonsec Investment Governance Solution (IGS) is a new capability designed to help compliance and governance teams, research functions and investment teams strengthen oversight, respond earlier to emerging risks and

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05 Jun 2026

Narrowing market leadership raises challenges for active equity managers

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

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04 Jun 2026

Infrastructure’s role broadens as structural growth themes take hold

Infrastructure is increasingly being reassessed by investors as its role expands beyond a traditional defensive allocation. While income and diversification remain central, long‑term structural trends are positioning infrastructure as a

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22 May 2026

ETF flows strong for March 2026 quarter

Australia’s exchange‑traded fund (ETF) industry recorded one of its strongest quarters on record in early 2026, with net inflows of $15.6 billion, even as global equity volatility picked up late in

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07 May 2026

Fixed income managers rethink portfolios as valuations tighten in traditional markets

Fixed income portfolio construction is undergoing a shift as historically tight valuations in government bonds and investment grade credit prompt managers to seek alternative sources of income and diversification. In

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24 Apr 2026

AI market rotation accelerates in early 2026 as SaaS business models come under pressure

Global equities have entered 2026 with strong momentum, but the underlying market rotation is intensifying as investors reassess how value is captured across the AI ecosystem. While upstream capital expenditure

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20 Mar 2026

APRA’s bank hybrid phase-out

The Australian Prudential Regulation Authority’s (APRA) decision to phase out Additional Tier 1 (AT1) bank hybrids by 2032 marks a major structural shift for income-focused investors. The move effectively winds

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05 Mar 2026

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CPD: Intergenerational wealth – When the responsibility transfers before the money
Picture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
CPD: Why market structure rewards active management in local currency EMD
Key takeaways A large, diverse and fast-growing opportunity set: local currency EMD spans economies at very different points in the cycle, offering income, growth and genuine diversification. Structure, not just [...]
CPD: A practical system for building client confidence – Value of Advice (Part 1)
Introduction As the advice profession continues to evolve, so too do client expectations and perceptions of the value of advice. Perhaps nothing sums up this shift as perfectly as this [...]
CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]
CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]