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          <time datetime="2025-12-30T13:53:37+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 30, 2025 13:53</time>
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              Australia&#39;s strategic India shift
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  For Australia, the implications are clear. India is not simply a fast‑growing market; it is a strategic partner.
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        India Avenue
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              Tokenisation of private assets is mostly regulatory arbitrage
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  Tokenisation is sold as democratisation, but often it’s about distributing illiquid private assets without public-market protections.
</div>

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        Nucleus Wealth
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              S&amp;P 200 Model Portfolio – Active investing must evolve or keep underperforming
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  Market Cycle Global markets grind higher into the end of the year in low turnover.  The moves were supported by strong passive inflows that helped offset mixed US...
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        Deep Data Analytics
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          <time datetime="2025-12-25T06:00:09+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 25, 2025 06:00</time>
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              Santa&#39;s ESG Dilemma
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  From conflicting ESG scores to greenwashing, the case for ditching packaged ethics is clear—customised investing works better.
</div>

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              Gravity reasserts itself: why 2026 will reward selectivity
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  Slower growth, higher dispersion, and tighter margins for error set the scene for 2026. Selectivity will be the difference.
</div>

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              Trump was right about ethical investing (but for the wrong reasons)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  With proxy votes curbed and ESG ratings breaking down, Trump’s crackdown pushes investors toward personalised Direct Indexing.
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        Nucleus Wealth
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              A quick pause - and a thank you
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  As the year draws to a close, we’re pressing pause for the holiday break to recharge, reflect, and say thanks.
</div>

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  I grew up in a household which embraced tech early. My dad was a software engineer during the internet’s rise. I think there has always been a computer in my...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Copper&#39;s thundering run speaks to serious supply problems
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Copper is struggling for long term supply. ASX miners that discover high quality deposits could be richly rewarded.  
</div>

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        ETF Shares
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Part 2 of 3: SMSFs and Australian businesses are becoming institutional-style crypto investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In Part 1 of this three-part series unpacking the BTC Markets Investor Study Report 2025, we discussed how Australia’s crypto investor demographics are shifting. Part...
</div>

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        BTC Markets 
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: Ride or rotate? The themes shaping portfolios in <span class="whitespace-nowrap">2026<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Last year rewarded bold thematic bets. Michael Wayne and Adam Dawes share which trends still stack up for 2026.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Why Australia is a great place to create <span class="whitespace-nowrap">wealth<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  The odds of building wealth in Australia are better than most people realise.
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        Livewire Markets
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              Snake oil 2.0: Why the ESG is its own worst enemy
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  ESG scores promised ethics and returns. The data shows confusion, underperformance, and why packaged ethics no longer work.
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        Nucleus Wealth
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              How Epoch navigated 2025’s shocks – plus 2 stocks investors should watch
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  Markets were choppy and trade risks rose. Epoch’s Kera Van Valen explains what worked, what didn’t, and the stocks that mattered.
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              WiseTech - A high-quality compounder with structural competitive advantages
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  Market dislocation offers a chance to invest in a high-quality growth business with durable advantages at a materially improved valuation
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        ELM Responsible Investments
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Our best stock ideas for <span class="whitespace-nowrap">2026<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Our sector portfolio managers were tasked with sharing their highest-conviction ideas for the year ahead.
</div>

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</span>    </div>
      <div>
        Antipodes
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  </div>
</div>

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        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/asset-allocation">Asset Allocation</a>

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        </div>

          <time datetime="2025-12-22T14:50:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 22, 2025 14:50</time>
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            <div class="position-relative sm:order-2">
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            </div>
          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Charts in review 2025
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We take a look at how some of the key charts of the year played out.
</div>

          </div>
</a>      </div>
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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</span>    </div>
      <div>
        Betashares
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  </div>
</div>

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        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
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          <time datetime="2025-12-22T09:50:38+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 22, 2025 09:50</time>
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  Why indexing has changed markets and where active still adds value 
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        Firetrail Investments
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