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2 July 2026
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An estimated US$30 trillion of AUM today takes into account some form of ESG data, but does responsible investing deliver only perceived value or can it really enhance overall risk/return?
Investors continue to debate where we are in the global credit cycle and wonder if the party is about to end. This paper delves into the implications for portfolio positioning.
There have been recent comments in the market that value investing is broken. Given how expensive the market has become, is now actually the time to overweight the style?
The solution to Australia’s retirement problem requires a focus on providing for a ‘sufficient income for life’, rather than recommending low yield / low growth or so-called 'low risk' asset allocations.
A new market regime is exposing the fragility of static hedges. With correlations shifting and safe havens flipping, investors must rethink diversification and adopt more adaptive tools to protect capital.
The Australian credit landscape is shifting. Yields are rising, issuance is strong and spreads continue to tighten. Income is re‑emerging as the dominant driver of returns, though pockets of risk may be building beneath the surface.
Australia's once‑dominant sharemarket is losing ground as others surge ahead, prompting investors to question home‑bias instincts. Meanwhile, the US market appears attractive. Is it time to revisit your global equity allocation?
Markets continue to push onwards despite valuations looking stretched by historical standards. Bubble talk is rampant, however investors may be focusing on the wrong thing. The real story sits deeper than the headlines.
Raising the GST when inflation jumps sounds clever on paper, until we examine how it may play out in practice. What is pitched as a simple inflation fix can lead to a sharp turn in the wrong direction for prices.
SpaceX’s blockbuster debut is grabbing headlines, but the real story for Australian investors is much quieter. Giant listings eventually filter into super funds and ETFs, subtly reshaping portfolios long before most realise.
The government’s assurances on small‑business concessions don’t withstand the scrutiny. Token carve‑outs and a lack of credible rationale for CGT changes may reshape how Australia rewards long‑term value creation.