Emerging markets: one label, many different bets
Atchisons’ Kev Toohey says the emerging markets benchmark is one of the most misleading constructs in portfolio construction, and that advisers treating it as a single allocation are making choices they may not fully understand.
Ziller spent 20 years finding the one thing the world's best companies have in common
Ziller Funds Management's Joseph Ziller argues that founder-led investing is not a theme or a style tilt, but a durable, evidence-backed factor that has...
The private markets gap is closing, FinCap is leading the way
FinCap has launched a managed account platform making private markets for financial advisers and their wholesale clients a real possibility, with...
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Cash returns to the portfolio toolkit as liquidity gets repriced
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The Fed has a new chair. Here is what that means for portfolios
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Adviser equity done right: a practical checklist for principals
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Why the loudest AI trade might not be the best one
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Baillie Gifford's formula for investing in the age of AI
What a big bank teaches you about being a better adviser
Alex Thompson left a career in institutional banking to advise private clients at Viola Private Wealth, and found that the discipline forged in markets...
Why emerging markets demand a contrarian, selective mindset
Emerging markets remain one of the world's largest opportunity sets. So why are investors still overlooking them today?
When life changes, advice relationships matter most
White Rabbit Advisory's Nicola Beswick argues that knowing clients at a human level is not a soft skill. It is the most operationally important thing an...
The biggest advice gap in Australian wealth sits on the land
Troy Armstrong's Larapinta Private has launched to fill the biggest gap in Australian agricultural wealth management, bringing institutional advice to farming...
Why advisers should tilt global and lean into AI exposure
Arrow Private Wealth's Ryan Synnot argues advisers cannot afford to underweight global equities or sidestep AI, with the real concentration risk often hiding...
AI destruction: the fear value investors are quietly buying
Pzena Investment Management’s John Goetz says the AI panic sweeping global markets is destroying far more value outside his portfolio than inside it, and...
Stagflation is back. Here is what that means for fixed income
Franklin Templeton's Fixed Income team sees a more stagflationary world taking shape. Growth is diverging, inflation is proving stubborn and central banks have...
Gold, the Australian dollar and why Amundi is hedging its optimism
Europe's largest asset manager sees reasonable global growth but warns that markets are dismissing risks they should not be ignoring. Here is where Amundi is...
After the loss comes the paperwork. It doesn't have to be this hard.
North has become the first wealth platform to join the estateXchange network, offering advisers a digital solution to simplify deceased estate administration...
Numerisk closes SMSF trustee exposure gap with Defender policy
The regulatory requirements on SMSFs are onerous, but they're not often considered in the decision to establish one. A new insurance product aims to protect...
Why the next AI trade may be built in concrete, power and land
Artificial intelligence may look like a technology story, but its next investment implications are increasingly physical. For advisers, the question is how...
Are you running your practice, or is it running you?
The phone rings, the strategy waits, and another week disappears. For Australian adviser-owners, working on the business vs. in the business is the defining...
Addressing leadership challenges in financial advice firms as teams grow
The skills that build a successful financial advice practice are not the ones that scale it. Most principals discover leadership challenges at the worst...
Active ETFs just got more interesting for Australian investors
The global asset manager expands its local active ETF suite to nine products, with a fixed income play and a global equity strategy now live on the ASX.
Quality over quantity: building global equity conviction at Viola Private Wealth
Alex Thompson, of Viola Private Wealth, argues the concentration risk narrative around global equities is often misdirected, the real problem may sit closer to...
Picks, shovels and patience: a framework for global equities today
Troy Armstrong favours Australian resources and global technology and defence, takes a disciplined view on AI, and argues that active management should always...
One blend that weathers any market: INSight #467 with Marc Jocum from Global X Australia
Marc Jocum of Global X Australia explains why blending GARP and dividend ETFs creates a resilient, low-maintenance allocation for almost any client portfolio.
Longevity, philosophy and the small cap edge with Tobias Bucks from Ausbil Investment Management
Ausbil Investment Management’s Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for...
Founder-led investing with Joseph Ziller from Ziller Funds Management
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...
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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15 JULINPractice MastereclassMarketing a Wealth Management FirmINPRACTICEMelbourne, VIC
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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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25 AUGIncome & Defensive SymposiumASSET CLASSSydney, NSW
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27 AUGIncome & Defensive SymposiumASSET CLASSMelbourne, VIC
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2 DECINFIN: Future Financial LeadersINPRACTICEMelbourne, VIC
Amundi: the great rotation away from megacap tech
This week's chart from the Amundi Investment Institute captures the market rotation away from megacap technology toward small-cap and broader regional assets...
Five reasons to be bullish (and five reasons the bears might still be right)
After global shares rose 25 per cent and super posted its best year in a decade, Drew Meredith weighs five bear case arguments, from Magnificent Seven...
4 best numbers to value CBA shares
Trying to value the Commonwealth Bank of Australia (ASX:CBA) share price? Here are 4 key metrics you need to consider.