The ASX 200’s concentration is closer to normal than it looks
Sean Freer, Director, Global Exchange Indices at S&P Dow Jones Indices (S&P DJI) says the top 10 names in the S&P/ASX 200 sit only marginally above their long-run average, and that the sharper question for a client portfolio is not how much of the index the largest companies hold, but which sectors the market leaves them without.
The new research portal bringing fund ratings and portfolio reporting together
Genium Investment Partners has launched GeniumIQ, a research portal for advisers and licensees, with co-CEO and head of research Tim Murphy saying it makes the...
The RBA is tightening into a slowdown. Roy Keenan is locking in the yield
Yarra Capital Management’s veteran fixed income manager thinks the market has overshot on rate hikes, and is positioning for the moment the RBA has to...
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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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...
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...
Who repays the loan is the key distinction that matters in credit
Remara’s Gwion Moore says concern about US private credit can spill over into Australian asset-backed lending, even though the two lend against entirely...
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.
AHRC rallies 26 organisations against financial abuse of older Australians
The AHRC has united 26 organisations against financial elder abuse, with the FAAA’s Phil Anderson saying advisers hold a unique position to detect warning...
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...
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...
The slowdown the RBA ordered has arrived, and home bias is paying for it
The RBA is slowing the economy through households, and the ASX is the market most exposed to them. That puts super funds’ home bias under pressure.
Why good financial advice has never been harder to get
Adviser numbers are down almost half since 2018, leaving a missing middle of millions without affordable financial advice. A J.P. Morgan report sets out the...
REA Group (ASX:REA) share price jumps 11% after strong FY27 first quarter
The REA Group Ltd (ASX:REA) share price rose 11% in response to an impressive FY27 first quarter with strong growth.