Latest News & Updates
Overall, 2025 was a strong year for investors: global equities delivered returns of around 15%, while Australian equities tracked close to their long-term average. Will 2026 be a repeat? Our central case for markets and the global economy remains relatively benign, though as always there are risks hanging over us.
With more than a decade having passed since the launch of “Abenomics,” how much has changed for the Japanese economy? The short answer is a lot.
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.
