Volatility creating stock-picking opportunities in micro caps, says Ellerston
Market volatility may be unsettling investors, but it is creating compelling opportunities for active stock-pickers, says Ellerston Capital.
The quiet giant of private markets: why secondaries are gaining ground
For advisers building private equity allocations, secondaries offer liquidity, faster deployment and a more diversified starting point.
Seven soft skills financial advisers need to develop as client expectations rise
From behavioural coaching to difficult conversations, this article explores the seven human skills that increasingly separate good advisers from great ones.
Introducing ClearBridge Global Value Improvers Fund
The Why: A dual-mandate of value plus improvement on certain proprietary ESG metrics creates a disciplined framework for a concentrated high alpha generating portfolio.
THe inside adviser x clear bridge
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THe inside adviser x Lorem
Space X already lifted-off for Pengana
The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....
Looking for growth? Then stay away from the S&P/ASX20
Where the US sharemarket index is concentrated in the "magnificent seven," in Australia, it's more like the "broken blue chips." The notion that you can...
AI, infrastructure, commodities and the investment case ahead
AI is now deeply embedded into society, and it represents the early stages of a long-term capital formation cycle, not a cyclical opportunity. However, a...
Discipline in lending: why non-bank property finance is gaining ground
As non-bank lending grows, advisers need to look past yield and focus on risk, governance and track record.
Powering the digital economy: why core infrastructure is gaining renewed attention
'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...
Powering the digital economy: why core infrastructure is gaining renewed attention
'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...
Structure, scale, usability: Inside a property fund built for advisers
Commercial property’s real advantage is often overlooked: income secured by lease agreements that rise steadily over time. Chris Davitt explains how the...
Simulating retirement outcomes using real-world market paths and Monte Carlo techniques
One of the biggest challenges in retirement planning is understanding the uncertainty of future portfolio outcomes. Average returns alone tell us very little...
Do we really want less choice for Australian retirees?
Last week's conveniently ‘leaked’ government proposal on its plans to revolutionise retirement income for all Australians has brought retirement back into...
Defined returns fund can soften retiree pain in next market turn: Atlantic House
The market will turn at some point, which puts a number of dangers in front of retirees. Australians have historically been wary of structured products, but a...
Why H1 2024 may be a residential property buying window (for some)
It will be brief, geographically limited and may not come at all, but if SQM Research's prognostications are again correct there may be reason for aspiring...
Dwelling vacancies up, asking rents down... but real estate crisis far from over: SQM Research
It's an unlikely source of good news: property vacancy rates are up and rental asking rates have softened slightly. But SQM's Louis Christopher warns against...
Property listings surge as prices hit record highs: SQM Research
It may not be a boom, but the marked increase in new listings, total listings and aggregate asking price for properties across the country in September...
More to bank income securities than hybrids, says new active ETF manager
This month’s launch of the actively managed Seed Financial Income Fund Active ETF (ASX: SFIF) makes accessible to a much broader range of investors the...
Fixed-interest ETFs supplanting bank hybrids in retail portfolios: AUSIEX
APRA’s decision to draw the curtain on this controversial investment that blends debt and equity might be seven years away, but investors are increasingly...
Mutual funds double in nine years, bond funds in driver’s seat
Managed funds inflows surged five-fold in Australia in 2024, but exchange-traded funds (ETFs) left them in the dust, as investors continued to prefer the...
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
Powering the digital economy: why core infrastructure is gaining renewed attention
'Core' infrastructure is moving to the centre of the portfolio conversation. With the digital economy and energy transition demanding vast new investment, the...
Not talented enough: Vanguard indulges in hubris as active equity managers slide
Advice groups may still be grappling with the best use cases for artificial intelligence tools, but the ones that aren’t at least trying are at risk of being seen as behind the curve according to Complii’s Craig Mason.
Navigating market extremes: Looking beyond the conventional
Advice groups may still be grappling with the best use cases for artificial intelligence tools, but the ones that aren’t at least trying are at risk of being seen as behind the curve according to Complii’s Craig Mason.
AI in advice a matter of how, not if: Complii
Advice groups may still be grappling with the best use cases for artificial intelligence tools, but the ones that aren’t at least trying are at risk of being seen as behind the curve according to Complii’s Craig Mason.
AI in advice a matter of how, not if: Complii
Advice groups may still be grappling with the best use cases for artificial intelligence tools, but the ones that aren’t at least trying are at risk of being seen as behind the curve according to Complii’s Craig Mason.
The psychology of investment governance: how committees overcome behavioral bias
Investment committees, despite deep expertise, remain vulnerable to groupthink, recency bias, and anchoring. Structured countermeasures like pre‑mortems and...
Geopolitical shock, AI disruption and a case for Australian bonds
Bentham's Richard Quin has cut high-yield exposure to record lows and is making a pointed case for Australian bonds. Here is how the firm is navigating two...
4 best numbers to value NAB shares
Trying to value the National Australia Bank Ltd. (ASX:NAB) share price? Here are 4 key metrics you need to consider.