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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...
Beyond the magnificent seven: where advisers should look next
Arrow Private Wealth's Ryan Synnot says advisers should look past obvious AI winners to old-world re-raters, venture capital and the defensive yields now...
Private equity is no longer a category call
MLC’s Rachael Lockyer says private equity outcomes now depend far more on manager selection than broad asset allocation.
Why strategy must come before investment selection, every single time
Perpetual Limited's Renée Condylis says the most important conversation an adviser has with a client has nothing to do with which asset to buy. It starts with...
The next great technology winners may be built long before public markets can access them
StepStone’s Phil Cummins says technology’s biggest value creation is increasingly happening in private markets, and that has major implications for how...
Property recovery is underway yet healthcare is still catching up
Healthcare property's entry point is closing. Barwon's Tom Patrick says the next 18 months are the ones that matter
Private markets need more scrutiny than the sales pitch suggests
Genium’s Tim Murphy says advisers need to look far harder at structure, incentives and product design before embracing private market funds.
The advice that earns trust is never given in calm markets
Viola Private Wealth's Charlie Viola says the principles of good advice have not changed in more than two decades. What has changed is the toolkit available to...
In active equity investing, process and humility may matter more than certainty
Invesco’s Andrew Hall says the best investors are not the most certain: they are the most disciplined about process, psychology and knowing what can go...
In private credit, the winners may be the managers built for tougher markets
Blue Owl’s Logan Nicholson says the current market is creating better opportunities for private credit, but only for managers with disciplined underwriting,...
Chris Wallis says advisers need a new market playbook
Vaughan Nelson chief executive Chris Wallis says the bigger risk for advisers is not the next headline shock, but a structural reset in liquidity, capital...
Contracted, essential, resilient: the case for infrastructure in uncertain markets
Brookfield’s Chloe Berry says the best assets are essential, contracted and built to outlast market noise.