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Stable earnings, rising capex, better value: the case for listed infrastructure
ClearBridge’s Shane Hurst says the listed infrastructure sector is being driven by a rare mix of growth, income and earnings stability.
The tax advantage nobody's talking about
Australia's CGT changes have widened the after-tax return gap between conventional assets and startup investing. For sophisticated investors, tax-exempt ESVCLP...
Why the next AI trade may be built in concrete, power and land
Artificial intelligence may look like a technology story, but its next investment implications are increasingly physical. For advisers, the question is how...
The concentration problem hiding inside the EM allocation
Genium Investment Partners' Tim Murphy says the emerging markets benchmark has drifted so far from the broader EM growth story that investors relying on it are...
Emerging markets: beyond the technology trade
Foresight Analytics' Jay Kumar says the EM narrative has narrowed to the point where investors risk confusing technology sector exposure with genuine emerging...
Portfolio construction in a regime of greater choice and dispersion
For advisers building growth portfolios around a domestic equity and fixed income core, Esencia's Chris Forrest is direct: the toolkit has expanded...
Why tax alpha is the returns driver HNW advisers need to measure
Praemium and CoreData research shows tax is now a structural driver of HNW returns, but most practices still struggle to measure the value created and surface...
The $2.5 trillion funding gap advisers should not ignore
Trade finance is old, essential and still under-allocated. For advisers, the opportunity starts with a US$2.5 trillion funding gap.
Why the best private markets entry point might be a single deal
FinCap’s Christian Ryan says the combination of a managed account and a direct co-investment channel isn’t just a product decision. It’s a deliberate...
Emerging markets investors face a more complex AI opportunity
AI is no longer a simple growth story in emerging markets. It is creating semiconductor winners, software casualties and fresh opportunities for disciplined...
The AI trade is shifting from chips to Chinese platforms
AI hardware winners have already re-rated. For value investors, the next opportunity may sit in Chinese platform companies still carrying a scepticism discount.
Oil shocks hurt markets, but expensive stocks have often fared worse
Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.
AI impact on Australian growth stocks is reshaping market assumptions
The AI impact on Australian growth stocks is beginning to show in valuations and earnings expectations. As artificial intelligence erodes competitive moats,...
The resilient pillars of U.S. currency power
The debate over the future of the U.S. dollar is louder than ever, yet beneath the noise, Franklin Templeton’s Sonal Desai argues the greenback’s dominance...
Why assisted living is becoming a global REIT conviction call
The Dexus Global REIT Fund’s assisted living exposure points to a broader portfolio construction choice for advisers: how much of the next real estate cycle...
GARP index gives advisers a new frame for offshore equity exposure
A new GARP Index gives advisers a portfolio construction tool that blends global growth, quality and valuation discipline, although currency, turnover and...