Wednesday 17th February 2021
INSight #62 with Marcus Bogdan from Blackmore Capital
Marcus Bogdan from Blackmore Capital shares insights on the most disruptive company in his portfolio.
Bondholders beware: The hidden credit cost of funding the AI revolution
A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...
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.
Daily Market Update: 6 January 2026
Australian market steadies amid geopolitical tensions The Australian sharemarket closed flat on Monday, with the S&P/ASX 200 Index (ASX: XJO) inching up...
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.
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.
AI isn’t coming for your job. It's coming for your mind
Perhaps in the future the people who thrive won’t be those who use AI most, but those who can still think without it. Perhaps in the future the people who...
Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions