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22 January 2026
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Shifts in market structure post-GFC have led to lasting changes in the behavior of credit spreads, with significant implications for active investors.
The world is pushing for social change, with calls to alleviate social injustice and racial inequality growing louder around the globe. Businesses have as much responsibility for diversity and inclusion as individuals.
COVID-19 is leading to unprecedented economic destruction across the world. While the human and financial cost will be enormous, dislocation also presents opportunities. Investors will need patience and a long-term horizon to benefit.
A case study on shifting the performance evaluation mindset. This paper reflects the work done with MFS' mutual funds board and the process it took to push the business forward and think differently.
Developing and overseeing a retirement-spending strategy can be a complex undertaking. As both life expectancies and the number of retirees who will need to rely on their superannuation portfolios increase, so too will the challenges facing retirees.
Hope is not an investment thesis.Investor pain in the final quarter of 2018 has seemingly faded from memory, based on the rerisking across global equity and credit markets in the first two months of 2019.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
Claims that Division 296 double-taxes franking credits misunderstand imputation: franking credits are SMSF income, not company tax, and ensure earnings are taxed once at the correct rate.
For the first time in decades, the Big 4 banks have real competition in home loans. Macquarie is quickly gain market share, which threatens both the earnings and dividends of the major banks in the years ahead.
Investor focus is turning increasingly to AI-related risks: is it a bubble about to burst, tipping the US into recession? Or is it the onset of a third industrial revolution? And what would either scenario mean for markets?
Cyclical stocks surge in upswings but falter in downturns. Compounders - reliable, scalable, resilient businesses - offer smoother, superior returns over the full investment cycle for patient investors.
A-REITs are often viewed as passive rental vehicles, but today’s index tells a different story. Development and funds management now dominate earnings, materially increasing volatility and risk for the sector.
Dairy farming offers real asset exposure, steady income and long-term growth, yet remains overlooked by investors seeking diversification beyond traditional asset classes.