Central banks face a credibility test as global savings head home
Amundi's Alessia Berardi argues the old model of recycling global savings into US bonds is fading, pushing the term premium structurally higher and leaving long-duration bond holdings carrying more price risk than portfolios assume.
Building income from credit, not the rate cycle
Western Asset’s Damon Shinnick says short-duration credit delivers monthly income for retirees without a bet on interest rates, while Lonsec lifts the...
Templeton Global Macro backs country-by-country calls as rates turn higher
Templeton Global Macro sees most countries in or heading toward a hiking cycle as oil tops US$100. It also argues the US dollar remains overvalued and expects...
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Readiness, not capability, will decide who benefits from AI in advice
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Yield is easy to find, the risk behind it is the harder question
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Four questions that separate one real estate credit fund from another
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Higher for longer puts value back in the conversation
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Three signals that have historically marked a floor for gold
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.
Sponsored by The Inside Network
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...
Member-elected board keeps FAAA “close to the advisers”
Natallia Smith and Pedro Marin Ramirez join the FAAA board and Deborah Kent returns, giving advisers three practice-experienced voices on a member-led board,...
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...
The Fed's hawkish pivot changes bond strategy
A hawkish Fed under new chair Kevin Warsh defies market expectations for rate cuts, and Franklin Templeton's Sonal Desai argues bond investors should now...
Fuel costs reach the farm gate long before the CPI
Larapinta Private’s Troy Armstrong says higher diesel costs reach farm budgets well before the CPI. He also explains why he prefers floating-rate income...
Why the last two years are the wrong guide for client portfolios
Genium Investment Partners’ Tim Murphy says only about one active manager in four beat its index last year because the index itself has narrowed to a handful...
Advised investors are more than three times as likely to feel ready for retirement
Amundi's global investor survey exposes a stark gap between retirement confidence and financial literacy, even among self-described experts, showing why...
Financial advice is dead. Long live financial advice.
Self-directed investors now build their own ETF portfolios, and new research questions how much timing mistakes cost. Financial advice needs a proposition...
The tax system has made franked dividends worth more
The CGT reforms landing in July 2027 make franked dividends more valuable to retirees drawing income from their portfolios. ClearBridge's Reece Birtles...
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...
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...
What the Intergenerational Report means for long-term portfolios
Datt Capital's Emanuel Datt ranks the 2026 Intergenerational Report's projections by evidence. Ageing demand looks near certain, while the AI-driven...
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...
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...
The core of the matter with Sean Freer from S&P Dow Jones Indices
An indexed core has become the default answer in many advice practices, yet the conversation rarely moves beyond cost. Sean Freer, director, global exchange...
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...
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...
Events
Review: Greg Bright’s final book traces super’s rise to $4.8 trillion
Greg Bright’s Our Money in Their Hands traces superannuation from award super in the 1980s to a $4.8 trillion behemoth, with compelling industry stories but...
A trillion dollars in a day: the tech correction arrives
A tech sell-off of more than US$1 trillion on 30 October, a Democratic midterm win and an IMF warning put the AI trade under pressure, and Australian super...
The NVIDIA (NASDAQ:NVDA) share price has now dropped 30% since October
The NVIDIA Corp (NASDAQ:NVDA) share price is now down 30% since early October 2026 following Jensen Huang's resignation as CEO.