Putting portfolio construction to the test at the INZ Investment Leaders Forum in Queenstown
Advisers and investment specialists from both sides of the Tasman spent two days at the Investment Leaders Forum in Queenstown, working through active management, private credit, private equity, US equities and real assets, and testing what still earns a place in a client portfolio.
Private credit: the returns are real, the due diligence is everything
Craig Brooke of KeyInvest Managed Investments says private credit can be one of the most interesting places to invest, but only after you have pulled apart the...
What AI spending means for fixed income investors
Fixed interest is in its strongest position in years. But Richard Quin of Bentham Asset Management warns the AI risk in credit markets is building fast, and...
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Why fixed income and cash lose their defensive edge in FY27
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Can compliance culture survive when the rules never stop multiplying?
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CPA Australia's case for a better start-up CGT concession
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Why most inherited wealth does not survive the second generation
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Where jurisdictional risk becomes an energy advantage
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.
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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?
When life changes, advice relationships matter most
White Rabbit Advisory's Nicola Beswick argues that knowing clients at a human level is not a soft skill. It is the most operationally important thing an...
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 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...
Small caps, not the banks, drove active managers' quarter gains
Small caps, not the big banks, delivered the standout returns for active Australian equity managers this quarter. Third Link's numbers show where the...
Fixed income takes over in a $13 billion first half for Australian funds
Australian managed fund flows hit $13bn in the first half of 2026, with equities leading early before fixed income took over as conditions and investor...
AI is booming yet the supply chain is not keeping up. There lies the opportunity
AI infrastructure bottlenecks are creating structural pricing power across semiconductors, networking and optical companies. ClearBridge's Eliza Mazen argues...
Military precision, human judgement and AI at scale
How Dexter Koh is bringing the discipline of military planning to an integrated model of advice, education and continuous wealth intelligence.
Purchasing power is not CPI, and cash is not one currency
Advisers treat “purchasing power” as returns above CPI and “cash” as Australian dollars on deposit. Both shortcuts understate the risk retirees...
Inside the property sector where healthcare demand is doing the heavy lifting
As traditional office struggles for relevance, US medical office buildings offer advisers a cleaner story of income resilience, demographic growth and...
When does financial advice get its own chief AI officer?
Two in three Australian organisations expect to appoint a chief AI officer by 2027. For most advice practices, that corporate curve barely applies. Here is who...
The seven marks of a senior adviser that tenure alone cannot guarantee
The step from adviser to senior adviser is not simply a tenure reward. Firms make that decision deliberately, and the expectations go well beyond client...
Global markets can endure more shocks than feared, but not without limits
Amundi's global investment outlook for mid-2026 warns of fragile de-escalation, volatile inflation and growing concentration risks, calling for selective...
SpaceX broke every IPO record except the one that matters for index funds
Franklin Templeton says AI mega IPOs will ease S&P 500 concentration and force AI companies to show real numbers. The evidence says the diversification benefit...
Franklin Templeton's mid-year case for a broader bull market
Despite war, tariffs and surging energy prices, economies and markets have held up. Franklin Templeton's mid-year outlook argues unexpected resilience is...
Filling the defensive income gap | INSight #493 with David Dix from Thinktank
With hybrids exiting and the 60/40 portfolio under pressure, Thinktank’s David Dix explains how advisers can rebuild the defensive income certainty...
Value traps and income conviction with Andrew Hamilton from Antares Capital
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...
The illusion of diversification with Alison Savas from Orbis Investments
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
Private markets, real assets and AI: inside the Alternatives Symposium
Twelve strategies, one shared problem: how advisers bring private markets into client portfolios without losing rigour. Inside two days at the Alternatives...
Asset allocation evolving: investing in the age of permanent disruption
The 60/40 portfolio is no longer the default. From private markets to thematic investing and systematic trend strategies, asset allocation strategies are...
The unglamorous side of AI: where the money is really going
Goodman Group and NextDC are redefining data centre investment in Australia, but the real constraint is not demand or capital. It is power, and every megawatt...
How you can value the CBA share price
Trying to value the Commonwealth Bank of Australia (ASX:CBA) share price? Here are 4 key metrics you need to consider.