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 prioritise income over duration as the yield curve steepens.
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...
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...
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Financial advice is dead. Long live financial advice.
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Fuel costs reach the farm gate long before the CPI
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Why the last two years are the wrong guide for client portfolios
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Half the private credit funds in ASIC’s review had no written policy for default
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Data centres are rewriting Australia's electricity demand curve
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.
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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...
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 ‘air pocket’ in small caps and the stocks set to close it
Ellerston Capital’s Jack Briggs says low starting valuations leave Australian small caps priced to reward earnings beats, finding opportunities in South East...
The long end is paying again, and not for the usual reason
Long-dated bond yields have climbed to levels unseen in almost 20 years. Amundi's Monica Defend and Amaury D'Orsay explain the forces behind the move and where...
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...
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...
Super wrap accounts offer a compelling alternative between pooled funds and SMSFs
HLB Mann Judd Sydney’s Lindzi Caputo says an individual super wrap account can give clients more control over their super without the trustee...
CPA Australia wants every trust rule on the table before the EET election
CPA Australia’s Jenny Wong urges the Senate to make discretionary trust reforms complete and workable before families choose, citing 12 unreleased...
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 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...
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...
Global rewiring thesis ‘remains intact’ through oil shock
Oil above US$100 and a month of synchronised rate hikes have rattled bond markets, but Templeton Global Macro says its global rewiring thesis holds, and it is...
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...
Commonwealth Bank (ASX:CBA) share price in focus as FY27 Q1 profit rises 8% to $2.8 billion
The Commonwealth Bank of Australia (ASX:CBA) share price is in focus after the ASX bank share announced its FY27 first-quarter update.