How Australia built super, told by the journalist who watched it grow
The late Greg Bright’s Our Money in Their Hands, launched in Sydney last week, telling the story of how Australian superannuation came of age, and Sheridan Lee of Shed Enterprises says it is a fitting tribute to a long and storied career.
Bonds are back but this no time to buy the index
Franklin Templeton Fixed Income’s Richard Rauch says real yields have made fixed income worth owning again, and that advisers who get there through the...
Owning the AI trade before the market named it
Pzena’s Rakesh Bordia bought the portfolio’s best AI holdings years before the market called them AI stocks. Now he’s hunting value among AI’s...
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Who repays the loan is the key distinction that matters in credit
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AHRC rallies 26 organisations against financial abuse of older Australians
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Kapstream’s listed trust is trading on its neighbours’ problems
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The defensive asset class that is trading at a discount
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What the index shows us domestic bias in client portfolios
How secondaries are unlocking evergreen fund liquidity
Duration is the engine of private market returns, but for open-ended evergreen funds, it can create a structural liquidity problem. Secondaries compress that duration, turning the promise of liquidity into more predictable tools for recycling and compounding.
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Introducing The Inside Network Journal
Introducing The Inside Network Journal. A high-quality print journal designed to bring together investment thinking in one place, drawing on the people and conversations shaping the future of portfolio construction.
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Jennifer Goldsworthy's vision for advice is unmistakably her own
Jennifer Goldsworthy stumbled into financial planning on a deal with her father at 17. Two decades on, she owns the financial planning business and has rebuilt...
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?
Why lasting wealth is a habit, not a strategy
Catherine Ye trained to be an accountant before advice found her. More than a decade on, she runs Bluepond Financial Planning on a simple conviction: that...
Integro’s buy and build strategy reaches Queensland
Managing partner Justin Gilmour sees growing demand in Queensland from high-net-worth individuals, business owners and families, with acquisitions across three...
Capital Group's systems and the rhythm of your practice
Capital Group’s incoming chief information officer arrives in November from a global bank rather than another fund manager, and his appointment gives...
Cheap for a moment, or cheap for good
Pzena Investment Management’s Rakesh Bordia says every stock that screens as discounted carries a problem, and the only question worth months of research is...
The audio archive that is bigger than Spotify’s library
Goldman Sachs Asset Management's Sadhvi Gupta says quantitative investing lets technology listen to a decade of US earnings calls, but humans still decide...
Takeover bids are telling advisers where the value has moved
Takeover bids for two NorthStar holdings, Energy One and Cleanaway, point to where valuations have moved, with small caps trading at a discount to their own...
Longer retirements are forcing a rethink of how drawdown portfolios get built
Russell Investments' Neil Rogan outlines a retirement income strategy that splits client assets across three time horizons, addressing sequencing risk and...
Structure comes first: a fundamental shift in advice
KeyInvest’s Jarrad Gray says grandparents increasingly ask how to vest money to grandchildren, and investment bonds answer with flexibility, control and...
The number nobody tells you: why your fund's return isn't your return
Morningstar’s investor return gap shows fund returns and investor returns diverge, and advisers should measure both time-weighted and money-weighted outcomes.
The confident wrong answer: AI's new risk, and why advice survives
Qualitas's Michael Kollo says AI can now do in four hours the due diligence that once took analysts three months, but the value comes from structure and...
A part-time path to senior expertise for growing advice practices
Advice practices that need senior finance, marketing, legal or technology expertise have another option. The Fractional Directory’s research counts 1,015...
What the trade data says about BRICS+ ambitions
Kim Catechis, senior investment strategist at the Franklin Templeton Institute, argues that BRICS+ has become more representative and less able to act together...
Reporting season favoured delivery over promise
Datt Capital's Emanuel Datt says reporting season split the market into companies funding their own growth and those still asking shareholders to fund an...
Concentration in the S&P 500 is an outcome, not a design choice
S&P Dow Jones Indices’ Amit Pathak says the index’s top 10 weight has more than doubled in a decade because US earnings concentrated first, and that the...
Strategy access over structure debate | INSight #504 with Alex Edwards from Centennial
Centennial’s Alex Edwards says listed versus unlisted turns on strategy access, and infill metro industrial strategies are probably unavailable through...
When the fallen angels fly higher with Syed Zamil from Insight Investment
When a bond is cut from investment grade to high yield, many index-constrained investors have little choice but to sell, and that forced selling tends to push...
What wealthy families value with Denis Orrock and Grant Patterson
For Australia’s wealthy, strong returns are expected, but they are rarely the reason an advice relationship lasts. Drawing on Praemium’s inaugural...
From Future Proof to Wall Street, advisers get a preview of the next era of advice
Across California and New York, the INUSA Study Tour takes Australian advisers through AI, private credit and infrastructure, with one conclusion: clients keep...
Greg Bright’s history of super charts the system’s coming of age
Our Money in Their Hands, the late Greg Bright’s account of how Australian superannuation was built, has been launched in Sydney, with Sheridan Lee of Shed...
Challenger says no: why the business of funding retirement is so prized
Challenger rejects an $11.80 a share takeover approach from TAL, but the bid highlights why retirement income is a steady growth story, driven by an ageing...
How Many ETFs Do You Actually Need?
How many ETFs do you need in your portfolio? Learn why more investments don't always mean better diversification and how to build a portfolio around your goals.