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2 January 2026
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Are markets on a road to recovery or a path of potholes? Leading portfolio managers were asked for the theme that most excites or worries them in the year ahead, and what they will especially watch for.
Digital transformation, cost cutting through operational efficiency, scalability and Covid safety are impacting almost every industry. The hospitality sector is facing disruption from a new consumer trend – an insurgency of ‘ghost kitchens’ – which has implications for property investors.
Investors are using corporate bonds to boost returns within their fixed income portfolios, creating tailwinds for the asset class. This Global Credit Outlook 2021 explains why corporate bonds are an attractive option.
A static investment approach is unlikely to deliver on long-term return objectives in the current conditions. The Multi-Asset Solutions team explore five key questions on asset allocation.
2020 was a year like no other, with COVID-19 reshaping the way we live, work and invest. As the year began, we were forced to reassess how we interact with each other, how complex systems work together and how nature has more power over us than we normally like to admit.
Numerous studies point to travel by plane as one of the most emissions-intensive modes of travel. Given this is unlikely to change anytime soon, what is the best way to fly guilt-free?
At this time last year, I forecast that 2025 would likely be a positive year given strong economic prospects and disinflation. The outlook for this year is less clear cut and here is what investors should do.
Much has been made of how US markets, especially the NASDAQ, have significantly outperformed the ASX over the past two decades. History suggests the pendulum will swing back once again in Australia's favour.
What is the X-Factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2025? It's time to select the winner.
What is progress? Is it GDP growth? Increasing wealth? New and improving technology? This argues that our measure of progress has become warped, and we're heading backwards rather than forwards.
Summer is a great time to catch up on a good book. Here is a list of books on leadership, investing, and well-being for those looking to learn, reflect, and gain inspiration over the holiday season.