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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...
Cash returns to the portfolio toolkit as liquidity gets repriced
Higher rates have restored cash’s relevance, but advisers still need to distinguish between idle capital and purposeful liquidity.
When private markets cross 10 per cent threshold, HNW advice has to change
Investment Trends and Praemium data show alternatives have crossed a threshold in HNW portfolios. The implications for adviser practices reach well beyond fund...
Trade finance: an old asset class finding new relevance
Trade finance, short-term loans that support the cross-border movement of goods, plays a vital role in facilitating global trade flows. And it can act as a...
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...
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...
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...
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...
Emerging markets investors face a more complex AI opportunity
AI is no longer a simple growth story in emerging markets. It is creating semiconductor winners, software casualties and fresh opportunities for disciplined...
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.
Oil shocks hurt markets, but expensive stocks have often fared worse
Oil shocks can unsettle clients, but history suggests valuation matters. Cheap stocks have often fallen less and recovered faster than expensive peers.
AI impact on Australian growth stocks is reshaping market assumptions
The AI impact on Australian growth stocks is beginning to show in valuations and earnings expectations. As artificial intelligence erodes competitive moats,...
The resilient pillars of U.S. currency power
The debate over the future of the U.S. dollar is louder than ever, yet beneath the noise, Franklin Templeton’s Sonal Desai argues the greenback’s dominance...
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...