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Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Mean reversion: powerful until the regime shifts
Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...
Finding value when momentum runs hot
As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...
Your brain on red: why the wealth management industry’s crisis playbook is making things worse
The wealth management industry believes market panic is an education problem. In reality, it’s a biology problem.
China repriced: trade shifts, sector surges and a new growth model
Tariff fears have faded, but the real story is China’s economic pivot and sharply diverging sector performance. As trade realigns and policy drives...
Convictions in the era of controlled disorder
With structural changes across geopolitics and trade, portfolios should reflect this new era of controlled disorder. Amundi's convictions on risk, correlations...
From uncertainty to control: How Japan’s election reshapes risk
Perhaps the landslide victory for Japan's Liberal Democratic Party (LDP) will move the nation from being a tactical trade to a core strategic allocation.
Is value finally back? What the new earnings cycle means for advisers
Australian equities may be entering a new phase defined by earnings momentum and dividend growth. If value is reasserting itself, portfolios still crowded into...
AI’s winners and losers: why advisers should look beyond the mega-caps
While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...
From the paddock to the portfolio: a country adviser who never forgot where he came from
For Brett Crabtree, the way he conducts himself as an adviser is a product both of the way he was brought up, and the way his clients are. And vice versa.
Trust, truth and time: Why advice still starts with human connection
Built on trust, truth and time, this piece explores how Regional Prosperity adviser Kane Leersen is winning clients in regional Australia by prioritising...
Space X already lifted-off for Pengana
The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....
Six lessons from years of market cycles every investor should know
A seasoned investor’s guide to surviving market cycles: these lessons distil decades of insight into six clear principles for advisers to consider.
Markets broaden, macro returns and AI rewrites the playbook: Franklin Templeton sets out its 2026 outlook
After years of narrow market leadership, Franklin Templeton’s portfolio managers argue that 2026 will reward investors who embrace broader market...