In Focus
Deep analysis and considered perspective on the issues shaping Australian financial advice and institutional investment.
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Warsh wants clean signals. The bond market had other ideas.
Franklin Templeton's Richard Rauch says inflation is structurally stickier than the pre-COVID period, and the bond market appears to agree. Within hours of the...
New Australian feeder fund arrives with 190 companies already in the portfolio
Continental Funds Group has launched an Australian feeder fund giving wholesale investors access to Warburg Pincus, a growth-focused manager with a 190-company...
What AI spending means for fixed income investors
Fixed interest is in its strongest position in years. But Richard Quin of Bentham Asset Management warns the AI risk in credit markets is building fast, and...
Global markets can endure more shocks than feared, but not without limits
Amundi's global investment outlook for mid-2026 warns of fragile de-escalation, volatile inflation and growing concentration risks, calling for selective...
SpaceX broke every IPO record except the one that matters for index funds
Franklin Templeton says AI mega IPOs will ease S&P 500 concentration and force AI companies to show real numbers. The evidence says the diversification benefit...
Franklin Templeton's mid-year case for a broader bull market
Despite war, tariffs and surging energy prices, economies and markets have held up. Franklin Templeton's mid-year outlook argues unexpected resilience is...
Strong foundations, stronger case: Clearbridge on staying invested
Despite a historic two-month rally, the US equities outlook remains positive according to ClearBridge Investments. The message to investors is clear: stay in.
Active ETFs just got more interesting for Australian investors
The global asset manager expands its local active ETF suite to nine products, with a fixed income play and a global equity strategy now live on the ASX.
Quality over quantity: building global equity conviction at Viola Private Wealth
Alex Thompson, of Viola Private Wealth, argues the concentration risk narrative around global equities is often misdirected, the real problem may sit closer to...
Picks, shovels and patience: a framework for global equities today
Troy Armstrong favours Australian resources and global technology and defence, takes a disciplined view on AI, and argues that active management should always...
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?
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...
The 2026 Federal Budget is in. Here is what advisers need to do before July 1
Wattle Partners' Jamie Nemtsas says the 2026 Federal Budget changed nothing about the July 1 deadline. Division 296, payday super and the new transfer balance...