Fixed income is back, but selectivity is key. We break down the Australian and global funds that outperformed in 2025.
Fixed income is back, but selectivity is key. We break down the Australian and global funds that outperformed in 2025.
Alternatives stole the spotlight in 2025, with the top fund returning 58%. Here are the standout performers and what drove ...
Bond yields rise when markets anticipate higher interest rates. For investors, this means corporate bonds and bond ETFs can ...
US Federal Reserve chairman Jerome Powell is due to step down in May, and investors are betting on his replacement cutting ...
Mega-caps stole the show in 2025. But as leadership broadens, overlooked stocks can re-rate fast. Ten managers share their ...
As well as his market views, Joye offers a sobering assessment of how Australia is tracking. He argues the country has avoided the kind of “cathartic crisis” that forces reform, and that years of ...
We see compelling opportunities in China and India, while remaining selective on AI adoption and semiconductor exposures.
Despite bubble fears, there are key differences between the late 1990s and today that we believe bode well for U.S. equities ...
We believe volatility towards the end of 2025 has masked the underlying strength of the Defence Tech theme. Beneath the ...
Aussie investors have one of the strongest home biases in the world and it's arguably leading to them leaving money on the ...
Companies across sectors will increasingly deploy artificial intelligence (AI) throughout their businesses to fortify ...