active management

Most active funds underperform, and the reasons are structural, not bad luck. Understand them and there is a better way to be active.

Genuine diversification is becoming increasingly difficult to find. It is precisely this scarcity that makes it valuable.

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