Category: 2025

Global private equity investing: Diversification, done right

By Rachael Lockyer, Head of Australia – MLC Private Equity Nobel prize winner Harry Markowitz famously stated that “the only free lunch in finance is diversification”, because when done properly, […]

Growing your client base with customised wealth solutions

By Matt Walsh, General Manager Distribution, Praemium High-net-worth (HNW) clients increasingly seek investment solutions that reflect their unique preferences, financial goals, and desire for direct access to a broader range […]

How can global small to mid-caps benefit investor portfolios?

By Maroun Younes, Portfolio Manager, Fidelity Global Future Leaders strategies Large-cap companies like those in the Magnificent 7 have dominated headlines. But why is taking a position in an asset class […]

Money moves – but what does it cost?

By Simon Blyth, FinClear FX has shifted from necessary process to a performance lever central to successful investing in 2025. So what is your FX solution really costing you? Brokers […]

ASX Capital Markets: 2024 year in review and 2025 outlook

By Kate Galpin, Senior Manager, Listings The Listings team reflect on the global and domestic capital market activity in 2024 and look ahead to expected activity in 2025. Global context […]

The accuracy imperative: why high-quality data matters

By Ben Taylor, Head of Product, Market Data, Iress One of the biggest technology outages in history, the 2024 Crowdstrike glitch, lasted for just over an hour but the fallout […]

How to influence and win people

By Nat Ferguson and Kristen Lunman, Powrsuit Ever attempted to persuade a colleague to support your initiative? Or tried to sway someone at the other end of the political spectrum? […]

Understanding client CGT: The key to stronger advice and relationships

By Doug Morris, CEO, Sharesight As your client’s investment portfolio grows, so do their capital gains tax (CGT) obligations — often becoming increasingly complex. Navigating these obligations effectively isn’t just […]

The predictive power of fees

By Liem Nguyen, Analyst, Morningstar Australia Cost is a key consideration for investors. Morningstar research and academic studies have repeatedly demonstrated that fees are a reliable predictor of the future […]

Amid a tornado of headlines, where does opportunity lie for global investors in 2025?

By Maroun Younes, Portfolio Manager, Fidelity Global Future Leaders strategies There’s never a dull moment in equity markets, and 2025 has already distinguished itself. We’ve seen the long-awaited ceasefire in […]