Volatility is masking the best stock-picking environment in years
PineBridge's Michael Mark says the macro noise driving markets in 2026 is real, but underneath it lies an earnings story stronger than most investors realise and a stock-selection opportunity that rewards advisers willing to look past the headlines.
The quiet return of Australian equity income
Australian equity income is reasserting its place in client portfolios, not as a nostalgic reach for yield, but as a way to combine regular distributions,...
Senjin Capital: unlocking value in Japan's reform era
Senjin Capital co-founder Jamie Halse details how corporate governance reforms and unwinding cross-shareholdings have unlocked massive value in Tokyo, making...
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Franklin Templeton on where AI is creating winners and casualties
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Are you running your advice practice on empty? Take this test.
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Is US equity dominance finally giving way to international markets?
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Knowing the full private markets spectrum is now table stakes
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Why GP-led secondaries are now every adviser's conversation to have
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 invisible practice problem: generic positioning is killing your growth
Drew Meredith of Wattle Partners says most advice practices are invisible because they try to serve everyone. The fix is simpler than most think: find a...
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...
KeyInvest unlocks alpha with a bold new platform
KeyInvest's new investment platform KIMI opens access to a battle-tested private credit strategy, with only 12 managers surviving a ruthless cull of more than...
The myths holding clients back from private markets
FinCap executive chair Christian Ryan says private markets are more familiar, more accessible and more visible than most investors assume. The barrier is...
The queue that isn’t forming: why Australia’s IPO market has stalled
Katie Hudson, head of Australian equities research at Yarra Capital Management, argues that the IPO drought gripping listed markets is not a demand problem, it...
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...
Why tax alpha is the returns driver HNW advisers need to measure
Praemium and CoreData research shows tax is now a structural driver of HNW returns, but most practices still struggle to measure the value created and surface...
AML obligations are coming for financial advisers on 1 July. Are you ready?
Australia AML obligations for financial advisers expand on 1 July 2026. Routine tasks like setting up an SMSF or holding account authority may now trigger...
The 10 attributes of elite capital raisers
Drawing from decades of industry experience, Stephen Robertson reveals how elite capital raisers leverage purpose, resilience, and consultative selling to win...
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.
The concentration problem hiding inside the EM allocation
Genium Investment Partners' Tim Murphy says the emerging markets benchmark has drifted so far from the broader EM growth story that investors relying on it are...
Emerging markets: beyond the technology trade
Foresight Analytics' Jay Kumar says the EM narrative has narrowed to the point where investors risk confusing technology sector exposure with genuine emerging...
INSight #484 with Pzena's Caroline Cai on deep value's unfinished run
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
Fixed income in focus with Jessica Tan from S&P Dow Jones Indices
What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode...
Integrating private assets into modern portfolios with Christian Ryan OLY from FinCap
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...
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 JUNINPractice MastereclassMarketing a Wealth Management FirmINPRACTICEMelbourne, VIC
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20 JULAlternatives SymposiumASSET CLASSSanctuary Cove, QLD
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31 JULINPractice MasterclassMarketing a Wealth Management FirmINPRACTICESydney, NSW
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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
Fees: are you paying too much?
Active management fees are falling faster than outdated benchmarking data suggests. Bfinance documents a fresh compression cycle driven by AI, systematic...
Why testamentary trusts still matter
The government has walked back the testamentary trust exclusion from its discretionary trust crackdown, the most significant Budget reversal of the year. Drew...
How you can value 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.