28 October 2026

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It’s time for LICs to die Testamentary trusts survived the trust tax. The drafting battle has just begun.The new capital gains tax trap for your portfolio The retirement scorecard: how many of these questions can you answer?Testamentary trusts: Treasury has picked the wrong reading

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Home / Author: Neuberger

Neuberger

Fixed Income Investment Outlook 2Q23

In 2023, investors will face a challenge finding a balance between lower interest rates and a deteriorating economy. Bank failures will lead to tighter lending conditions, and watch exposure to commercial real estate.

Neuberger
20 April 2023

Fixed Income Investment Outlook 1Q23

Last year saw a historic surge in inflation and interest rates, and a corresponding reset in financial asset valuations. At the start of 2023, we believe peak inflation has passed, and anticipate a gradual reduction in pricing pressures over the year.

Neuberger
13 January 2023

Private markets: from alternative to mainstream

This paper, by Erik Knutzen, explores the evolution of private markets over the past 30 years and looks at key trends and challenges for the decades to come.

Neuberger
8 September 2022

Fixed Income Investment Outlook 3Q 2022

Monetary tightening has delivered higher interest rates and widened credit spreads. Although there is risk to the upside, we believe that inflation will ease from peak levels but remain elevated above targets until well into next year.

Neuberger
21 July 2022

Asset Allocation Committee Outlook 3Q 2022

Recession or not, we believe equity investors are going to feel like they’re in one as the valuation adjustment of the first half of 2022 is followed by downward revisions to earnings forecasts in the second half.

Neuberger
14 July 2022

The inflation inflection: Adjusting to the new paradigm

Portfolios should be prepared for higher inflation and should contain not only assets that can mitigate against and take advantage of inflation, but also assets that can diversify against the uncertainty and volatility of the journey.

Neuberger
24 March 2022

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Latest Updates

Testamentary trusts: Treasury has picked the wrong reading

A decades-old estate planning tool has survived one tax crackdown only to be caught by another. The surprise isn't who the reform is targeting, but who could end up paying the price for drafting choices made years ago.

Rachael Rofe
21 October 2026
30

Latest from Morningstar

Does an American retirement rule work for Australians?

The 4% rule has survived decades of scrutiny, but Australia's retirement system changes the equation in ways most overlook. Before accepting or rejecting this rule of thumb, it pays to understand what really drives retirement outcomes.

Mark LaMonica CFA
21 October 2026
11

Glencore lands on the ASX. Should BHP and Rio shareholders switch?

A coal-heavy miner with governance concerns isn't the obvious choice for investors. Yet, Glencore's ASX listing may offer something BHP and Rio can't. The challenge is working out whether the opportunity outweighs the risks.

David Tuckwell
21 October 2026
3

Why does the system treat capital gains and losses differently?

Investors are often told not to let tax policy drive their investment decisions. Yet, under the new CGT rules, portfolio construction, volatility and even how assets are owned may have an outsized impact on their final outcome.

Tony Dillon
21 October 2026
11

Economy

Three common sense reforms that Australia needs

What do frozen bank accounts, mortgage traps and pension penalties have in common? They're all symptoms of a system that makes life much harder. Yet the obvious solutions seem to have escaped the attention of Canberra.

Noel Whittaker
21 October 2026
18

The hidden cost of government debt for investors

Some of the important effects of rising public debt never make the headlines. Research shows the immediate effects may already be unfolding, influencing corporate behaviour in ways that many investors would never suspect.

Dr Ruchith Dissanayake
21 October 2026
2

Investment strategies

When do fundamentals matter?

Is fundamental investing losing its grip on markets? Investors continue to search for valuation-based explanations for every price move, but the dominant force behind short-term returns may be something else altogether.

Joe Wiggins
21 October 2026
2

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