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Edition: White Papers 2026

1-12 out of 44 results.

How Australia Retires 2026

This report explores how prepared Australians are for retirement, how confident they feel, and the key factors shaping outcomes. It also looks into Australians’ lifestyle expectations in retirement: how they prioritise spending and the trade-offs they are willing or unwilling to make.

Passive in name only: The active bet within your equity index

Broad-market benchmarks have gone all in on the AI theme. Do equity investors really want to make that bet? This paper highlights the percolating risk within passive public equity portfolios and offer some considerations for managing it.

Gold: The most effective commodity investment − 2026 edition

Gold is not a typical commodity. Its unique supply-and-demand dynamics, limited exposure to roll costs, diversification benefits and resilience across market environments set it apart from the broader commodity complex.

Risk Speedometers: What are allocators buying and selling?

During H1 2026, it seems fund allocators stayed disciplined and continued to rebalance portfolios rather than chase performance as they had previously. However, equity returns continued to outpace fixed income, meaning additional rebalancing may still be needed.

Gold Demand Trends: Q2 2026

The gold price average in Q2 was 8% lower than the Q1 record, but 37% higher than the average from Q2 2025. Total gold supply held steady with an increase in mine production offset by a decline in recycling as lower prices discouraged selling of old gold jewellery.

India’s investment boom

Rising household savings, digitalisation and financial literacy are driving rapid expansion of mutual funds in India, unlocking value across the emerging market investment ecosystem.

Navigating a frustrating environment

Australia is entering FY27 on shaky footing, with policy uncertainty, a weakening consumer, housing market pressures and slowing growth creating a difficult environment for investors. This outlook shares 10 actionable ideas for the year ahead.

Australian Real Asset Quarterly Review Q3 2026

Australia's real asset markets are evolving amid economic uncertainty and higher-for-longer interest rates. After a challenging start to 2026, recovering business confidence and a share market close to record highs point to a more constructive outlook than many anticipated.

Feasibility first: Navigating Australia’s development cycle

Development feasibility is no longer cyclical; it is structural, selective and location‑led. The Dexus team identifies where economics are working, where feasibility is emerging, and how constrained supply is reinforcing the value of existing assets.

Optimism reigns

Optimism continues to lift markets, but geopolitical tension, policy uncertainty and AI’s capital demands mean investors may need greater selectivity and patience.

Gold mid-year outlook 2026: Point break

The first half of 2026 showed that gold remains sensitive to heightened geopolitical concerns and abrupt shifts in investor sentiment. It also showcased the growing relevance of Asian markets in gold price discovery.

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.

Most viewed in recent weeks

Why have Australian living standards 'fallen' and how do we fix it?

For the last few years there has been much talk of a 'cost-of-living' crisis in Australia and of 'falling living standards'. Lately this has flared up again with the pickup in inflation resulting in a renewed fall in real wages.

Will you run out of money in retirement?

Fear of running out has become a defining retirement anxiety. Why do some retirees die with substantial wealth while others deplete their nest egg? Evidence suggests the answer is more complicated than we think. 

Four options for an income investor’s next dollar

What if Australia’s golden age of dividends is ending? Rather than overhaul your portfolio, it may be worth considering where new capital can work harder. I discuss four income strategies and the trade-offs behind each.

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

The investment that sidesteps the new tax traps

Tax rules have changed, but many investors are still using yesterday’s strategies. Insurance bonds may offer advantages for those seeking greater control, tax efficiency and certainty about their wealth.

Testamentary trusts have secured the CGT exemption

Treasury’s latest CGT reform draft delivers a win for testamentary trusts and deceased estates, exempting estate-derived gains from the 30% floor. However, questions on death and divorce rollovers remain unresolved.

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