The 25-year cycle: how history is pointing advisers toward small caps right now
After 26 years in small cap investing, Wellington Management's Peter Carpi has a clear message for advisers: the rotation from large caps to small caps is not coming. It has already started, and most portfolios are not positioned for it.
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 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...
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?
Are investors underestimating the emerging markets reform story?
Many investors still view emerging markets through an outdated lens. But reforms across governance, policy and markets are changing the investment landscape.
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 advice that earns trust is never given in calm markets
Viola Private Wealth's Charlie Viola says the principles of good advice have not changed in more than two decades. What has changed is the toolkit available to...
Concentration risk is hiding in plain sight
With market concentration reaching historically elevated levels across the US, the advisers best positioned to navigate it are the ones who understand exactly...
Trade finance: an old asset class finding new relevance
The asset class is old, but its portfolio relevance is modern: bank-aligned, diversified credit exposure linked to the physical movement of goods.
When private markets cross 10 per cent threshold, HNW advice has to change
Investment Trends and Praemium data show alternatives have crossed a threshold in HNW portfolios. The implications for adviser practices reach well beyond fund...
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...
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...
Advice firm governance: how growth changes risk and responsibility
Effective AFSL governance must scale alongside your advice practice. As headcount and regulatory complexity rise, relying on informal oversight creates...
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...
Building a Bond Index from Scratch: INSight #473 with Jessica Tan from S&P Dow Jones Indices
Jessica Tan of S&P Dow Jones Indices explains how market value-weighted bonds establish benchmarks and how customized client objectives dictate index...
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,...
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
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
Equities likely to end the year on a high according to Franklin Templeton survey
Equities are likely to end 2026 at 7400 – 7800 (S&P 500 Index target) with an earnings growth forecast of 15%, according to Franklin Templeton’s...
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...
BOQ share price: 4 key metrics to consider
Trying to value the Bank of Queensland Limited (ASX:BOQ) share price? Here are 4 key metrics you need to consider.