Why the loudest AI trade might not be the best one
While US mega-cap IPOs attract retail capital at stretched valuations, Datt Capital's Emanuel Datt argues the real AI opportunity lies in Australian small-caps quietly embedding the technology at a fraction of the price.
Baillie Gifford's formula for investing in the age of AI
Baillie Gifford's Kyle McEnery says the market is getting AI's direction right but consistently underestimating its demand, and that the real opportunity lies...
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...
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Are you running your practice, or is it running you?
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Stagflation is back. Here is what that means for fixed income
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Addressing leadership challenges in financial advice firms as teams grow
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Gold, the Australian dollar and why Amundi is hedging its optimism
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While growth stocks chase the future, value investing is quietly winning
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...
Signal or noise? How to tell if your manager is underperforming or just out of fashion
When portfolio construction decisions are driven by short-term performance anxiety rather than process, the real cost is conviction. Shane Brereton explains...
Why advisers may want a speedboat alongside the cruise ships when allocating to alternatives
As hedge fund allocations crowd into mega-platforms, CastleKnight offers a sharper, more concentrated source of catalyst-driven alpha for investors seeking...
Behind the GP-led revolution in private equity secondaries
Pantheon Managing Director Jack Wasserman says the rise of GP-led secondaries has fundamentally changed what the secondaries market is for. What was once a...
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...
The APL Toll: How ‘SMA Research’ became a fee for admission
Why the fee that gets an SMA onto an approved product list is not research, and why that matters to licensees, advisers and regulators for different reasons.
Hiring in advice firms: when growth creates more problems than it solves
Growing a team too early is one of the costliest mistakes a practice can make. This guide helps principals understand when hiring makes sense and when it does...
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
The seven stories that defined ISN’s H1 2026
We're revealing the seven stories that captured the most attention from our institutional, family office and HNW investor audience in H1 2026, spanning...
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 quick ways to assess the BOQ share price
Trying to value the Bank of Queensland Limited (ASX:BOQ) share price? Here are 4 key metrics you need to consider.