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 is a valuation problem, and private capital is at the heart of it.
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,...
The Egyptian wheat loan that can answer a key challenge in client portfolios
Egypt was the sovereign headline, but the wheat facility shows why investors can seek comfort in analysing the guarantees, collateral, creditor status and...
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Regulatory pressure makes crisis communications a necessity
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Advice firm valuation: ten non-financial factors that drive multiples
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When life changes, advice relationships matter most
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The 25-year cycle: how history is pointing advisers toward small caps right now
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Active ETFs just got more interesting for Australian investors
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?
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...
How a cold call shaped the Australian finance industry
The Capital Conversations podcast wraps up its first season with an inspiring finale featuring Sheridan Lee, who shares invaluable insights on sales...
The yield that isn’t there: how dividend traps catch investors off guard
Andrew Hamilton, portfolio manager and head of implementation at Antares Equities, says one of the most persistent dangers in income investing is a yield that...
Be disloyal: why blue chips may be costing your clients
Yarra Capital Management’s Dion Hershan argues the set-and-forget mentality that has defined a generation of Australian equity investing is now a liability....
Fixed income back in the good books
Amundi’s Rajesh Puri explains how positive real yields have restored global fixed income to its protective role, offering investors vital portfolio...
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...
No delays, no exemptions: the countdown to Division 296 is on
Division 296 reshapes wealth planning, adding tax on super balances above $3 million. Advisers must act quickly to safeguard client structures before looming...
The referral strategies Australian advisers are actually using to scale
Most advice practices leave money on the table by relying on luck. High performers build structured referral relationships with professional partners, using...
Advice firm culture: Why it matters and how advisers can measure it
Advice firm culture shapes everything from staff retention to client outcomes. Here is how financial advice practices can measure it, improve it and turn it...
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...
The 2026 Federal Budget is in. Here is what advisers need to do before July 1
Wattle Partners' Jamie Nemtsas says the 2026 Federal Budget changed nothing about the July 1 deadline. Division 296, payday super and the new transfer balance...
Hybrids are out and this market is booming: INSight #474 with Jessica Tan from S&P Dow Jones Indices
Jessica Tan of S&P Dow Jones Indices explains how key indices have expanded dramatically and why advisers should be paying close attention to this space...
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...
Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...
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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20 JULAlternatives SymposiumASSET CLASSSanctuary Cove, QLD
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9 AUGINZ: Investment Leaders ForumBIG INVESTMENT IDEASQueenstown, New Zealand
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13 SEPINUSA Study TourBIG INVESTMENT IDEASLos Angeles and New York
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18 OCTINASIA: Investment Leaders ForumBIG INVESTMENT IDEASSingapore
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9 NOVAlternatives SymposiumASSET CLASSBlue Mountains, NSW
Inflation on notice: The Fed’s return to monetary orthodoxy
Kevin Warsh's debut as Federal Reserve chair has defied market consensus. Franklin Templeton's fixed income CIO Sonal Desai argues his hawkish stance signals a...
Five concerns the market carried into 2026. All five have been removed
Despite Wall Street predictions of a steep correction, the global bull market remains intact. This analysis dismantles the five major bear catalysts, from...
2 tools to value the Commonwealth Bank of Australia (ASX: CBA) share price
Trying to value the Commonwealth Bank of Australia (ASX:CBA) share price? Here are 4 key metrics you need to consider.