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Home / White Papers 2026

Edition: White Papers 2026

1-12 out of 33 results.

A trend following deep dive: Cash (equities) is king

There is more to equity trend following than index futures. Cross-sectional strategies, applied to sectors and equity styles, can offer more diversifying characteristics and serve as an effective complement to traditional trend following.

Asset‑based finance: A different approach to income, diversification and risk

Asset-based finance has rapidly grown over the past decade. As it continues to grow, the asset class can play an important role in diversified income portfolios.

Something has got to give (eventually)

In the second half of 2026, as systematic investors, the team at Man Group will be closely watching the growing divide AI is creating across the technology sector.

Data may finally be breaking: RBA to pivot

New data suggest the Australian economy is losing momentum faster than expected, with unemployment rising and growth slowing ahead of recent shocks. With inflation pressures contained and policy tightening already biting, the case for an RBA pivot is strengthening.

Global equity study: Dividend watch

An analysis of company dividends worldwide, focusing on fundamentals – where capital is being generated, how it’s being returned, the impact on long-term corporate strength and why it matters to investors.

Australia equities: Asset allocation outlook May 2026

The conditions which made the major banks the default trade for a generation of Australian investors have all reversed simultaneously. What replaces them is a market that rewards earnings durability over index weight, and pricing power over passive ownership.

Budget 2026-27: Good intentions. Unintended outcomes?

An assessment of the impact of the 2026-27 Budget, and the risk that in the attempt to engender inter-generational fairness that we create new distortions that ultimately could lead to lower capital investment, lower economic growth.

Australian Real Asset Review Q2 2026

Australia’s real asset markets are evolving amid elevated inflation, geopolitical uncertainty and a more volatile interest rate environment. These conditions have driven a widening divergence between listed and unlisted real assets over the quarter.

Gold Demand Trends: Q1 2026

Total Q1 gold demand saw a modest 2% growth y/y. The growth in volumes combined with gold’s exceptional price rise, generated a 74% jump in the value of quarterly demand to a record US$193bn.

The limits of quality in Australia

While the quality factor has delivered strong, defensive outcomes globally, its effectiveness in Australia is more nuanced due to its smaller size and concentration by stock and sector.

Fixed Income Outlook 2Q 2026: Steering Through the Turn

Markets experienced a sharp change in direction during the first quarter, but despite reasons for caution, we see paths to opportunity as well.

Client Guide: Division 296 tax (revised Mar 2026)

In 2023 the Government announced its intention to bring in a new tax targeting people who have more than $3m in super. In December 2025, draft legislation for a completely revised version of this tax was released. The new version is due to start from 1 July 2026.

Most viewed in recent weeks

How to minimise tax with a will

Inheritance tax implications in Australia may surprise some, as poor estate planning without proper wills or trusts can lead to costly tax bills and delays for beneficiaries.

Testamentary trusts post-budget: Estate planning, tax reform and the ‘death tax’ debate

Proposed Budget changes to taxation are casting new uncertainty over testamentary trusts, prompting closer scrutiny of estate planning structures and the real implications of reforms still taking shape.

Meg on SMSFs: The CGT changes don’t impact super but what about Div 296 tax decisions?

New CGT rules could tip the scales in the super vs non-super debate. For those facing the Division 296 tax, the case for withdrawing has gotten more complex. A "comparison rate" tool may help assess decisions.

High quality businesses are on sale

Beneath the dominance of the ASX's largest stocks, much of the market has been left behind. High-quality companies are now trading at levels rarely seen, offering opportunities for investors willing to look deeper.

The investment mistake killing your returns

Retail investors face an increasingly complex product environment, but simplicity may be the most overlooked advantage in building a portfolio you can actually live with.

The strange effect of the 30% minimum capital gains tax

The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.

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