Emerging markets investors face a more complex AI opportunity
AI is no longer a simple growth story in emerging markets. It is creating semiconductor winners, software casualties and fresh opportunities for disciplined value managers.
The AI trade is shifting from chips to Chinese platforms
AI hardware winners have already re-rated. For value investors, the next opportunity may sit in Chinese platform companies still carrying a scepticism discount.
Oil shocks hurt markets, but expensive stocks have often fared worse
Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.
Navigating uncertainty, finding opportunity
As we move into the second half of 2025, volatility remains elevated but so too does opportunity. The view from the investment coalface can be gleaned from the...
Structural under-investment in mining underpins 70 per cent return for Gorozen’s maiden Australian fund
After a decade of underinvestment, commodity markets may struggle to meet rising demand, giving advisers a sharper inflation hedge to consider.
Why advisers matter most when markets get noisy
Nicola Beswick, founder of White Rabbit Advisory, says advisers deliver real value by turning market chaos into clarity, not by drowning clients in technical...
FinCap builds the governance case ahead its private markets launch
FinCap strengthens credibility with independent Investment Committee appointments, highlighting rigorous investment governance and oversight for its private...
How a cold call shaped the Australian finance industry
The Capital Conversations podcast wraps up its first season with an inspiring finale featuring Sheridan Lee, who shares invaluable insights on sales...
Emerging markets investors face a more complex AI opportunity
AI is no longer a simple growth story in emerging markets. It is creating semiconductor winners, software casualties and fresh opportunities for disciplined...
Oil shocks hurt markets, but expensive stocks have often fared worse
Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.
AI impact on Australian growth stocks is reshaping market assumptions
The AI impact on Australian growth stocks is beginning to show in valuations and earnings expectations. As artificial intelligence erodes competitive moats,...
Why assisted living is becoming a global REIT conviction call
The Dexus Global REIT Fund’s assisted living exposure points to a broader portfolio construction choice for advisers: how much of the next real estate cycle...
No delays, no exemptions: the countdown to Division 296 is on
Division 296 reshapes wealth planning, adding tax on super balances above $3 million. Advisers must act quickly to safeguard client structures before looming...
Why strategy must come before investment selection, every single time
Perpetual Limited's Renée Condylis says the most important conversation an adviser has with a client has nothing to do with which asset to buy. It starts with...
The AI trade is shifting from chips to Chinese platforms
AI hardware winners have already re-rated. For value investors, the next opportunity may sit in Chinese platform companies still carrying a scepticism discount.
GARP index gives advisers a new frame for offshore equity exposure
A new GARP Index gives advisers a portfolio construction tool that blends global growth, quality and valuation discipline, although currency, turnover and...
The 2026 Federal Budget is in. Here is what advisers need to do before July 1
Wattle Partners' Jamie Nemtsas says the 2026 Federal Budget changed nothing about the July 1 deadline. Division 296, payday super and the new transfer balance...
Physical climate risk moves from ESG debate to enterprise value risk
Physical climate risk is no longer just a sustainability discussion. For advisers, it is becoming a question of asset values, earnings resilience and portfolio...
Private credit needs less noise, more underwriting
Barings’ Bryan High says private credit still looks compelling, but only for lenders willing to miss deals, ignore hype and stay conservative.
INSight #471 with Sue Lee from S&P Dow Jones Indices
Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on the evidence on indices vs active.
Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
Alternative allocations: The insiders community analyses the trade-offs in 2025
Bringing together our insiders community to share perspectives, debate strategies, and refine their approach to portfolio construction is always an...
Events
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12 JUNINPractice OnlineBranding and MarketingINPRACTICEOnline
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20 JULAlternatives SymposiumASSET CLASSSanctuary Cove, QLD
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9 AUGINZ: Investment Leaders ForumBIG INVESTMENT IDEASQueenstown, New Zealand
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13 SEPCFS INUSA Study TourBIG INVESTMENT IDEASLos Angeles and New York
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18 OCTINASIA: Investment Leaders ForumBIG INVESTMENT IDEASSingapore
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9 NOVAlternatives SymposiumASSET CLASSBlue Mountains, NSW
What asset allocation in today’s fractured markets?
Surging global markets have exposed the performance drag of a heavy domestic bias in Australian portfolios. Institutional investors are actively shifting...
Guzman y Gomez quit the US in nine months. It is the best decision they made all year
Guzman y Gomez’s sudden exit from the United States shocked customers, but walking away from Chicago is the ultimate capital-allocation decision. This...
4 quick ways to assess the NAB share price
Trying to value the National Australia Bank Ltd. (ASX:NAB) share price? Here are 4 key metrics you need to consider.