active management

What basketball, Formula 1 and chess teach active managers about surviving a machine-driven market

Australian water entitlements offer scarce, uncorrelated exposure to natural capital, but require specialist active management.

I’ve previously shown why value stocks excel; I now show why value ETFs don’t – and also why factor, sector and thematic ETFs are toxic.

The outlook for banks is getting tougher but real estate could get stronger as rate hikes hit a pause.

The Magnificent Seven still matter, but the next phase of returns may come from overlooked corners of the market.

Hear the latest insights from our Future Generation Investment Committee.

Is a volatile 2026 ahead for Australian small caps? We are confident in turning rate shifts, resources momentum and M&A into opportunity.

Why indexing has changed markets and where active still adds value

Emerging Markets are grouped together, but have their unique characteristics, which are rarely explored.

What should you be looking out for as 2025 hits its final quarter? I share five risks that investors should consider as we approach 2026.