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Despite exceptional sharemarket valuations, the Australian economy has been soggy for a number of years. In this month’s Market Insight, we explore the outlook for Australia, seeing if there has been any improvement and where the risks lay.
Active equity managers overall have struggled to deliver decent performance for many years now. So, why do investors still allocate capital to active managers? In this month's Market Insight, we review active and passive management within equity markets.
In this month’s Market Insight, we give an overview of the post-Liberation Day tariff US economic landscape and provide our thoughts on what we think the second half of the year may hold for markets.
How should Australia’s financial industry turn hard-earned retirement savings into retirement income? Delivering investment outcomes in retirement is an incredibly complex problem, with any strategy having to solve for competing objectives, behavioural biases, personality differences and incredible uncertainties.
AI adoption is accelerating and for good reason. However, AI still threatens material job losses given the pace of improvement and risks creating a generation of workers who miss out on foundational learning because using AI is too easy.
Families used to be a lot bigger. A multi-decade trend of declining birth rates has seen advanced economy populations flatline in recent years. The global population, even including poorer countries, is expected to peak in the decades ahead.
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