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 decision about how much of it a client owns belongs to the adviser rather than the index.
How to treat the SPIVA scorecard as a portfolio construction tool, not a verdict
Andrew Wielandt, director at DP Wealth Advisory, says the latest SPIVA Australia data reinforces a core and satellite approach he has run since attending a US...
Why scale is often the disqualifier in metro industrial property
The industry treats scale as the ultimate advantage in industrial property. Centennial’s CEO Paul Ford argues it’s not the be all and end all : in...
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Look through the noise: the case for private markets now
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Infrastructure stopped being a defensive allocation and nobody told the price
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Morgans Financial's seven-year commitment to rural Australia earns Rural Aid patronage
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The journey of an accidental ethicist
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Trust tax reform will reach further than the wealthy, FAAA warns
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?
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...
What private markets teach you about picking the right room
Tim Whybourne, Managing Partner at Emanuel Whybourne & Loehr, has built a wealth management footprint on a modest premise, that his edge is not original...
A new managed accounts entrant arrives with a focus on implementation
Pacific Portfolio Solutions has appointed Kyle Lidbury, formerly chief investment officer of Perpetual’s wealth management business, to lead its Australian...
The long end has stopped taking orders from the Fed
US Treasury yields climbed to a 19-year high on a soft inflation print, breaking the reflex that once made duration a simple call. Amundi's Rajesh Puri on what...
Herding: the safest-feeling trade carries the most risk
Systematic trend following treats herding as fuel rather than danger, and East Coast Capital Management's Simone Haslinger uses Korea's leveraged ETF crash and...
The FY26 private market returns advisers should not expect twice
FinCap’s Ben Davis says FY26 rewarded discipline in credit and punished casual manager selection everywhere else, and advisers who cannot name the engine...
Who gets your client's super when a stepchild is in the picture?
Death benefits for blended families are no longer decided by financial dependency alone. Karen Robinson of Equity Trustees explains how AFCA now weighs ongoing...
Trust tax: the election that asks families to freeze the future
Treasury's minimum tax on discretionary trusts offers a fixed entitlements election as the cheap way out of restructuring. Advisers Will Hamilton and Troy...
Retirement income: Australia taught a generation to save, not to spend
More than 250,000 Australians retire each year with no training in turning a balance into retirement income. Challenger's new Institute for Lifetime Income is...
Ironbark lands $255.9 million from Merchant Wealth Partners to continue its growth
Merchant Wealth Partners is making its largest investment outside the US, offering growth capital and capability to Ironbark Financial Group, one of...
Jacqui Fernley takes the CIO role at Hamilton Wealth Partners
Hamilton Wealth Partners has appointed arcpoint OCIO as its outsourced chief investment office, with founding partner Jacqui Fernley taking the chief...
The WiseTech bull case after a difficult result
WiseTech Global fell 11 per cent on results day, but Datt Capital sees a different story in the numbers. Here is the bull case, the risks, and what FY27...
Emerging markets: the AI sell-off and the value opportunity
Pzena's Rakesh Bordia says the market has crushed emerging-market IT services stocks on the fear that AI will make them obsolete, and that the sell-off is a...
The signs of a bubble are back
Bathla's collapse reveals a private credit bubble hiding inside a true premise: everyone agrees on the housing shortage, yet every lender pays a price anyway....
Land scarcity meets steady demand | INDepth with Alex Edwards from Centennial
Centennial’s Alex Edwards says land scarcity and broad demand support sustainable rental growth in metro industrial property, with an Acacia Ridge...
The great divergence: income, sectors and active management with Damian Collins from Westbridge Funds Management
In commercial property, the outcome of an asset is shaped long after the purchase. Damian Collins, Chairman of Westbridge Funds Management, explains why active...
Deep value in the AI shadow with Rakesh Bordia from Pzena Investment Management
Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...
The defensive sleeve is no longer automatic: inside the Income & Defensive Symposium
Advisers in Sydney and Melbourne worked through fixed income, private credit and real assets, and why the defensive sleeve can no longer run on autopilot.
UniSuper moves to daily exposure data with BNP Paribas and NeoXam
The $175 billion UniSuper is the first client of an expanded version of BNP Paribas' Data PRISM360 platform, which now gives the fund daily investment exposure...
Private credit pressure, explained
Private credit funds are freezing withdrawals and facing ASIC scrutiny over how they value their loans, so retirees holding the high-yielding asset need to...
How you can value 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.