As 2024 progresses, there are several key themes that will likely influence the macroeconomic and capital markets environment. Last year, US economic growth rebounded and inflation waned, while Europe and several emerging markets countries struggled ... Read more

A handful of global companies have provided outsized returns this year, creating both risks and opportunities. Sometimes, the best businesses don't make the best investment cases. Read more

With bonds offering the most attractive yields in nearly 15 years, this could be an ideal time for investors to reconsider their allocations to fixed income. Given today's investment environments of higher rates, lower inflation and the Federal Reserve ... Read more

The turbulent market conditions that have prevailed in the 2020s have proved the worth of managed accounts - but what more can they deliver to advisers? Read more

Unpacking the potential of separately managed accounts. Read more

The purpose of this paper is to demonstrate that bonds can act as a preserver of value in portfolios during times of economic or financial stress. Read more

A dynamic understanding of market correlation. Read more

While we cannot control what happens in the market, we can control the process we take when constructing our investment portfolios. Read more

There is no escaping that the Australian funds industry has been through a challenging time. As the economy hopefully steadies, the question the becomes how the industry itself can evolve and return to growth. Read more

Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable clients to access direct international and domestic equity portfolios with greater control and transparency. However, the differences between and benefits of IMAs and ... Read more