From disruption to deployment
Between January and March 2026, the listed software sector shed approximately US$2 trillion in what the financial press dubbed the “SaaSpocalypse,” a structural reckoning driven by AI agents capable of performing the task-level work that underpinned twenty years of per-seat SaaS economics. In its new whitepaper, From Disruption to Deployment, Fortitude Investment Partners argues the real story isn’t the destruction of a business model; it’s the reallocation of opportunity it signals. AI is functioning as a powerful enabler in industrial, healthcare, food and beverage,...
Why advisers should tilt global and lean into AI exposure
Arrow Private Wealth's Ryan Synnot, argues advisers cannot afford to underweight global equities or sidestep AI, with the real concentration risk often hiding...
The yield that isn’t there: how dividend traps catch investors off guard
Andrew Hamilton, portfolio manager and head of implementation at Antares Equities, says one of the most persistent dangers in income investing is a yield that...
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SpaceX, OpenAI, Anthropic: the IPO wave that could shake up your portfolio
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Cash returns to the portfolio toolkit as liquidity gets repriced
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When private markets cross 10 per cent threshold, HNW advice has to change
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Trade finance: an old asset class finding new relevance
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Australia’s startup ecosystem is world-class. Its policy is not.
Introducing The Inside Network Journal
Introducing The Inside Network Journal. A high-quality print journal designed to bring together investment thinking in one place, drawing on the people and conversations shaping the future of portfolio construction.
Sponsored by The Inside Network
What’s reshaping private markets right now?
From geopolitical headwinds and zombie funds to the rise of private credit, continuation vehicles and AI. Read our latest Barometer to gain insights into the trends, challenges and opportunities shaping private markets.
Sponsored by Coller Capital
Structural under-investment in mining underpins 70 per cent return for Gorozen’s maiden Australian fund
After a decade of underinvestment, commodity markets may struggle to meet rising demand, giving advisers a sharper inflation hedge to consider.
How the tax changes reshape wealth and investment decisions
Australia's Federal Budget 2026–27 reshapes the wealth and investment landscape, from a minimum 30% capital gains tax to discretionary trust changes and the...
No delays, no exemptions: the countdown to Division 296 is on
Division 296 reshapes wealth planning, adding tax on super balances above $3 million. Advisers must act quickly to safeguard client structures before looming...
FinCap builds the governance case ahead its private markets launch
FinCap strengthens credibility with independent Investment Committee appointments, highlighting rigorous investment governance and oversight for its private...
How a cold call shaped the Australian finance industry
The Capital Conversations podcast wraps up its first season with an inspiring finale featuring Sheridan Lee, who shares invaluable insights on sales...
Defensive rotation: why listed infrastructure is outperforming global equities
Shane Hurst of ClearBridge Investments explains why listed infrastructure in demand as it outpaces global equities as investors rotate away from volatile tech...
The $2.5 trillion funding gap advisers should not ignore
Trade finance is old, essential and still under-allocated. For advisers, the opportunity starts with a US$2.5 trillion funding gap.
Why the best private markets entry point might be a single deal
FinCap’s Christian Ryan says the combination of a managed account and a direct co-investment channel isn’t just a product decision. It’s a deliberate...
Why the next AI trade may be built in concrete, power and land
Artificial intelligence may look like a technology story, but its next investment implications are increasingly physical. For advisers, the question is how...
Why tax alpha is the returns driver HNW advisers need to measure
Praemium and CoreData research shows tax is now a structural driver of HNW returns, but most practices still struggle to measure the value created and surface...
Why assisted living is becoming a global REIT conviction call
The Dexus Global REIT Fund’s assisted living exposure points to a broader portfolio construction choice for advisers: how much of the next real estate cycle...
The interest rate question advisers should be asking right now
RBA’s prolonged high-rate cycle, not single hikes, drives portfolio strategy; Datt urges focus on duration, quality earnings, capital preservation, and...
The AI trade is shifting from chips to Chinese platforms
AI hardware winners have already re-rated. For value investors, the next opportunity may sit in Chinese platform companies still carrying a scepticism discount.
The 2026 Federal Budget is in. Here is what advisers need to do before July 1
Wattle Partners' Jamie Nemtsas says the 2026 Federal Budget changed nothing about the July 1 deadline. Division 296, payday super and the new transfer balance...
Physical climate risk moves from ESG debate to enterprise value risk
Physical climate risk is no longer just a sustainability discussion. For advisers, it is becoming a question of asset values, earnings resilience and portfolio...
Private credit needs less noise, more underwriting
Barings’ Bryan High says private credit still looks compelling, but only for lenders willing to miss deals, ignore hype and stay conservative.
INSight #474 with Jessica Tan from S&P Dow Jones Indices
Jessica Tan from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on evolution in the domestic market.
Longevity, philosophy and the small cap edge with Tobias Bucks from Ausbil Investment Management
Ausbil Investment Management’s Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for...
Founder-led investing with Joseph Ziller from Ziller Funds Management
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...
Alternative allocations: The insiders community analyses the trade-offs in 2025
Bringing together our insiders community to share perspectives, debate strategies, and refine their approach to portfolio construction is always an...
Events
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12 JUNINPractice OnlineBranding and MarketingINPRACTICEOnline
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20 JULAlternatives SymposiumASSET CLASSSanctuary Cove, QLD
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9 AUGINZ: Investment Leaders ForumBIG INVESTMENT IDEASQueenstown, New Zealand
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13 SEPCFS INUSA Study TourBIG INVESTMENT IDEASLos Angeles and New York
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18 OCTINASIA: Investment Leaders ForumBIG INVESTMENT IDEASSingapore
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9 NOVAlternatives SymposiumASSET CLASSBlue Mountains, NSW
Recruitment: where the roles and risks are
Kaizen Recruitment's July 2026 market update maps a deepening shortage of investment operations talent across superannuation, as funds outsource governance...
When your super becomes a national asset
Australia's superannuation pool has topped $4.5 trillion, and governments want a say in where it goes. When national priorities start competing with the duty...
NAB share price: 4 key metrics to consider
Trying to value the National Australia Bank Ltd. (ASX:NAB) share price? Here are 4 key metrics you need to consider.