News
Global credit outlook stable but risks intensify into 2026
5+ hour, 46+ min ago (818+ words) A new report from Fitch Ratings has found global credit conditions have remained broadly stable entering 2026, although rising geopolitical tensions, trade disruptions and financial market risks are continuing to test the outlook. In its Global Risk Outlook: 1Q26, the ratings agency…...
Women boost returns, yet numbers remain low
1+ day, 5+ hour ago (671+ words) Research shows that gender-diverse investment teams tend to outperform, yet nearly half of all assets in the world's largest active equity funds are still managed by all-male teams. In light of'International Women's Day, speakers at the upcoming Impact Investing Summit…...
Stagflation fears rise as US economy loses jobs
1+ day, 4+ hour ago (634+ words) The United States economy is facing rising stagflation risks as weakening activity collides with persistent inflation pressures, according to Betashares chief economist David Bassanese. The warning comes as the US labour market unexpectedly deteriorated in February, with non-farm payrolls falling…...
Is your credit portfolio ready for a new US rate reality?
1+ week, 5+ hour ago (552+ words) Daintree Capital has advised Australian investors to stop fixating on local rate decisions and start building portfolios for a shifting global landscape. Speaking at a briefing to local investors and advisers in Sydney this week, Daintree's founding partner Justin Tyler…...
The undercurrent of Australia’s ‘ocean’ of superannuation capital
1+ week, 9+ hour ago (793+ words) Australia's superannuation system has grown from a retirement safety net into a $4.5 trillion economic force " and managing it now demands a fundamentally different playbook. Australia's compulsory superannuation system was introduced in 1992 to provide financial security for Australians in retirement, and…...
AI sparking India’s next industrial revolution
1+ week, 7+ hour ago (1004+ words) AI is emerging as the catalyst that could shift India from a services'led growth model to a full'spectrum innovation economy over the coming decade, according to India Avenue Investment Management. In February, it was revealed the nation's largest manufacturers are…...
GSFM flags inflation risk as banks split on February RBA
1+ mon, 3+ week ago (601+ words) Inflation risks have intensified as big banks remain divided over a February rate hike. GSFM investment specialist Stephen Miller has warned inflation is a "clear and present danger, arguing the Reserve Bank of Australia (RBA) is increasingly likely to lift…...
Private equity and gold emerging as 2026 winners
3+ mon, 2+ day ago (825+ words) With fiscal pressures intensifying, the risk of relying solely on traditional stock'bond correlations for diversification has never been higher, according to State Street Investment Management. The firm's 2026 Global Market Outlook (GMO) notes that investors are increasingly turning to alternative asset…...