Category: 2025

How NAB tripled FUM and increased client satisfaction

A Fixed Income Intelligence case study! By Emily Boden, Head of Institutional Sales and Relationship Management,  Perpetual For PCT, the Nab Wealth/FII client relationship is a near perfect realisation of […]

The renewed appeal of cash: Why term deposits and cash accounts belong in every client portfolio

By Australian Money Market (AMM) In an investment climate marked by volatility, shifting rate cycles, and a renewed focus on capital preservation, cash is enjoying a well-deserved renaissance. Once viewed […]

Fixed income remains key to long-term diversification

By Sara Devereux, Global Head of Fixed Income Group, Vanguard While the 2 April tariff announcements were more severe than anticipated, Vanguard’s active fixed income managers were well-prepared for the […]

How to future-proof your practice in the era of self-managed investing

By Doug Morris, CEO, Sharesight Digital technology is transforming how Australians manage their money. From banking apps to budgeting platforms, and increasingly, self-directed investing tools, digital solutions are now deeply […]

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 […]