Jacqui Fernley takes the CIO role at Hamilton Wealth Partners
Hamilton Wealth Partners has appointed arcpoint OCIO as its outsourced chief investment office, with founding partner Jacqui Fernley taking the chief investment officer role.
Emerging markets: the AI sell-off and the value opportunity
Pzena's Rakesh Bordia says the market has crushed emerging-market IT services stocks on the fear that AI will make them obsolete, and that the sell-off is a...
The signs of a bubble are back
Bathla's collapse reveals a private credit bubble hiding inside a true premise: everyone agrees on the housing shortage, yet every lender pays a price anyway....
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Five questions to ask before you buy a private credit fund
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The pay cut that paid off
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Adviser development: what an AI simulation can and cannot teach
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Fund managers are moving their emerging markets desks to where the index already lives
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A new managed accounts entrant arrives with a focus on implementation
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...
A 30-year institutional memory retires from the FAAA as reform workload peaks
Phil Anderson leaves the FAAA in November after three decades at the centre of financial advice reform. His successor inherits the most active policy agenda...
Former Aberdeen chief to lead Franklin Templeton Asia Pacific
Franklin Templeton Asia Pacific has named Rene Buehlmann as its new regional head from 21 September. He joins from advising KKR on wealth and asset management...
Why the headline yield is the least useful number in an income fund
Most assessments of income investments begin and end with the distribution yield. The Barwon Disability Accommodation Fund shows why that number tells only...
Cathie Wood’s conviction is undimmed and that should worry the skeptics
Private markets are where the next generation of trillion-dollar companies is incubating, and that's where renowned tech investor Cathie Wood has an...
Half of Australia’s $250 billion private credit market runs on property
Private credit default rates look calm on paper, but the counting method understates borrower-level stress. Here is what advisers assessing private credit risk...
Who gets your client's super when a stepchild is in the picture?
Death benefits for blended families are no longer decided by financial dependency alone. Karen Robinson of Equity Trustees explains how AFCA now weighs ongoing...
Trust tax: the election that asks families to freeze the future
Treasury's minimum tax on discretionary trusts offers a fixed entitlements election as the cheap way out of restructuring. Advisers Will Hamilton and Troy...
Retirement income: Australia taught a generation to save, not to spend
More than 250,000 Australians retire each year with no training in turning a balance into retirement income. Challenger's new Institute for Lifetime Income is...
The founder who wants to be the least important person in the business
Arrow Private Wealth's Peter Leggett shares six leadership lessons on culture, trust and stewardship, offering financial advisers a practical model for...
While others step back, Integro and Coastline build for risk
Most practices kept their risk advice licence and quietly stopped using it. Integro Private Wealth is moving the other way, merging with Coastline Private...
Australian equity funds just had their second-worst half against the index
Sue Lee's mid-year SPIVA scorecard shows three in four Australian equity funds trailing the ASX 200, the weakest result since 2013, while adviser Andrew...
US earnings: the 493 are forecast to outgrow the Magnificent Seven
Sell-side consensus expects S&P 500 earnings growth of 16.6 per cent from the other 493 companies in 2027, against 4.9 per cent from the Magnificent Seven....
Emerging markets: why cheap is no longer enough
Orbis' Saurav Das says passive flows have broken the mechanism that repriced cheap emerging market stocks. The new test is not whether a company is cheap, but...
Why the outlook favours non-bank lenders | INSight #399 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on the 2026 real estate credit outlook, and why steady bank retreat continues to widen the opportunity for non-bank lenders.
Darwin, defence and the new industrial asset with Laurence Parisi from Trilogy Funds
Laurence Parisi, head of direct property at Trilogy Funds, joins James Dunn to trace industrial property’s move from plain sheds to technology-rich...
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 defensive sleeve is no longer automatic: inside the Income & Defensive Symposium
Advisers in Sydney and Melbourne worked through fixed income, private credit and real assets, and why the defensive sleeve can no longer run on autopilot.
Research breadth, ownership and the outsourcing of investment governance
The latest performance test dataset from the Australian Prudential Regulation Authority (APRA) indicates that approximately half of superannuation assets under...
Fear not – why I’m not worried about bond markets
Long-term yields near 5 per cent unsettle markets, but the story behind the latest Treasury buyback is far more routine than the coverage suggests, and it...
Are DOW shares or COH shares better value in 2026?
The Downer EDI Ltd (ASX:DOW) share price is down around 16.5% since the start of 2025. It's probably worth asking, 'is the DOW share price priced to...