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Performance fees are becoming a ratings conviction factor
Zenith has upgraded the ClearBridge Select Opportunities Fund to highly recommended after five years at recommended. The trigger was not performance. Here is...
Why step-down care accommodation is drawing private capital
ASA Real Estate Partners’ Tim Slattery sees purpose-built homes for Australians with life-changing injuries as a source of long-dated, inflation-linked...
Morgans Financial's seven-year commitment to rural Australia earns Rural Aid patronage
Morgans Financial has become a Rural Aid patron after seven years of quiet backing, a reminder that rural clients often need support advice practices cannot...
The long end has stopped taking orders from the Fed
US Treasury yields climbed to a 19-year high on a soft inflation print, breaking the reflex that once made duration a simple call. Amundi's Rajesh Puri on what...
Herding: the safest-feeling trade carries the most risk
Systematic trend following treats herding as fuel rather than danger, and East Coast Capital Management's Simone Haslinger uses Korea's leveraged ETF crash and...
The FY26 private market returns advisers should not expect twice
FinCap’s Ben Davis says FY26 rewarded discipline in credit and punished casual manager selection everywhere else, and advisers who cannot name the engine...
Fixed income: a hawkish Fed leaves the long end exposed
Washington's fiscal and monetary arms are pulling apart, and US Treasury yields are where Australian portfolios feel the strain. Franklin Templeton's Sonal...
The WiseTech bull case after a difficult result
WiseTech Global fell 11 per cent on results day, but Datt Capital sees a different story in the numbers. Here is the bull case, the risks, and what FY27...
Adviser development: what an AI simulation can and cannot teach
SIAA has launched DART, an AI-powered toolkit for developing advisers. Chief executive Maria Lykouras says simulated client interviews and ethical dilemmas...
Fund managers are moving their emerging markets desks to where the index already lives
Amundi has moved four senior emerging markets investors to Hong Kong and Singapore. With four Asian markets holding 79 per cent of the index, advisers should...
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...
Perennial shuts its resources flagship, then builds a bigger one
Perennial Partners closed a resources fund after a 49.8 per cent year and launched a global version with ten times the runway. The fund capacity question...
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...
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....
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...