1 min read
11 November 2024

A new era dawns for Hybrids

As bank issuance shrinks, corporate hybrids are in the ascendent, with non-financial corporate hybrids potentially…
1 min read
3 October 2024

Capturing income in a ‘higher for longer’ environment

In a “higher for longer” interest rate environment, it’s important to find quality income while avoiding adding risk.…
1 min read
19 June 2024

Small caps, big opportunities

There are compelling tailwinds driving global small-cap stocks at the moment, which present an opportunity for…
1 min read
10 May 2024

Avoiding the ‘Mundane Seven’: why the Ex-20 is a sweet spot for returns

While the Magnificent Seven have been a runaway success – they drove almost two-thirds of the S&P 500’s 24% return…
1 min read
21 March 2024

Hybrids: The how and why

Hybrid securities can offer investors equity-like returns, yet with a lower level of risk. Here’s a rundown on hybrids…
1 min read
21 November 2023

Identifying future small caps

The idea of 'permanent blue chips' in Australia is seriously challenged. In his latest insights piece, Dion Hershan,…
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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago