Category: Industry Insights

Back to basics: The five Ws of Private Debt

By Phil Huber, Head of Portfolio Solutions, Cliffwater Private debt has become one of the most discussed areas of the investment landscape. Rapid growth and heightened media attention have fueled […]

The compounding power of choice and community

By James Hammond, VP –  Business Development, FlexTrade Systems   As client expectations rise and technology accelerates, broker competitiveness increasingly depends on access to modern, flexible tools. A more competitive […]

A word on global equities

By James Abela, Co-Portfolio Manager of the Fidelity Global Future Leaders Fund Early in 2025, concerns emerged about inflation, geopolitical risk, interest rates, consumer confidence, business spending and valuations, however […]

ASIC’s Report 824 signals heightened scrutiny of SMSF Establishment Advice

By James Dickson, Managing Director, Oceanic Consulting Group The self-managed superannuation fund (SMSF) sector continues to expand and now represents around $1 trillion in assets, or roughly a quarter of […]

Advice in 2035: A decade of transformation ahead

By Denis Orrock, Chief Strategy Officer, Praemium As we look ahead to the next decade, the world of financial advice and wealth management is set for radical transformation. The convergence […]

Road map to Australia’s public markets

Michelle Huckel, Policy Manager, SIAA ASIC has provided its response to its discussion paper on Australia’s evolving capital markets including a roadmap for Australia’s public and private markets. ASIC has […]

CY25: gold glitters, AI accelerates and defence dominates — Are markets set for one more Santa rally?

By Grady Wulff, Senior Market Analyst, Tandem Securities Is the Santa rally set to continue? It feels like we have ridden the Santa rally since December 2024 with the ASX […]

ASX consultation on shareholder approval rules—what brokers and advisers need to know

Provided by ASX The Australian Securities Exchange (ASX) has opened a public consultation on shareholder approval requirements for certain corporate transactions. This review seeks input from all stakeholders on potential […]

What’s next for US equities?

The US economy and equity markets show continued signs of strength, even amid concerns about tariffs and Fed policy. As always, investors may benefit most from focusing on company fundamentals […]

Navigating fixed income: Direct vs fund access

Emily Boden & Dale Pereira, Perpetual Economists and the RBA agree: rates are set to stay “higher for longer.” NAB expects the cash rate to stay above 3.1% through 2026*, […]