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Copper, AI and the danger of extrapolating the obvious

By Martin Conlin, Head of Australian Equities, Schroders  AI scepticism has not been lucrative to date. In fairness, scepticism of any kind has not been particularly lucrative. Markets appear increasingly willing to capitalise distant possibilities at today’s prices, often with little concern for the path between here and there. Claims of monumental future

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Six months on: the AML/CTF work that starts after your program is approved

By Nick Boudrie, Co-founder and CEO, LAB Group The reformed AML/CTF obligations commenced for existing reporting entities on 31 March 2026. For most stockbroking, wealth management and advice firms, the months either side of that date were spent on documents: a new risk assessment, rewritten policies, a governance structure, an AML/CTF compliance officer

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The 16-year bond market scoreboard: Winners, losers and lessons for investors

Provided by Vanguard Australia For many Australian investors, bonds are viewed as the defensive part of a portfolio – designed to generate income, reduce volatility and provide diversification alongside shares. But with domestic fixed income remaining the dominant approach for many Australian investors, the broader bond universe is far more diverse than many

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The search for stability: Why investors are increasing allocations to fixed income in a rapidly changing market?

By Emily Boden, Head of Institutional Sales and Relationship Management, Perpetual Digital For investors, 2026 has become a year of reassessment. According to Ivan Colhoun, Consulting Economist at Perpetual Corporate Trust, several forces are converging to reshape investor behaviour. Geopolitical instability continues to weigh on market confidence and contribute to periods of market

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