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Analysis

22 October 2025 • By Grady Wulff, Senior Market Analyst, Desktop Broker • 1 min read

Increased defence spend fuels new tailwind for critical metals

How advisers can capitalise on this growing market through diversified exposure. There’s no denying the momentum in government defence spend gene...

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Emerging markets: The forgotten asset class makes its case for a comeback

After years of relative neglect, emerging markets are quietly staging a comeback. However, even as the asset class demonstrates improving fundamentals...

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Beware the risks in today’s 20-year corporate bonds

An actively managed strategy focused on a wider opportunity set may achieve better risk-adjusted returns. Investors chasing yields of at least 6 pe...

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SMID stocks enjoying a quiet revival

US large-cap stocks have outperformed small caps for 14 years – well past the historical 10-year average. US small and mid-cap (SMID) companies h...

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How verifiable credentials can infuse trust into Australian super funds

When a wave of credential stuffing attacks hit Australia’s $4 trillion superannuation sector in April, it led to widespread issues. Websites and cal...

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Turning turbulence into triumph: 5 themes reshaping the investment landscape

There are five powerful themes reshaping the investment landscape and driving corporate performance, creating winners and losers across global markets...

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Do emerging markets need developed markets?

As emerging markets navigate deglobalisation, tariffs and regional conflicts, they are pivoting towards domestic drivers of growth and intra-regional ...

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Private markets – the rise of infrastructure 3.0

The infrastructure fundraising environment last year has been characterised by a continuation of the shift in capital allocation dynamics that saw a c...

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Navigating the future of Australian superannuation

AI is expected to play a greater role in coming years in helping super funds to gain deeper insights into complex investments such as those in private...

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2025: The year AI comes of age

As the AI theme continues to unfold, investors need to understand AI’s promise and its ability to upend myriad business models, industries and econo...

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