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Leading with a more holistic approach to building credit portfolios

BY   |  SUNDAY, 21 JUN 2026    12:36PM
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The role of consistency in emerging markets

AUBREY CAPITAL MANAGEMENT
EMs are often characterised as volatile and unpredictable, and to some extent that is fair. However, a consistent approach can deliver attractive outcomes.

The biggest risk in real estate today is doing nothing

ASA
As we look at the market today, one thing is clear: volatility and geopolitical noise loom large. But the biggest risk we see for real estate is not the ...

Why defence stocks are no longer off the table for responsible investing

EQUITY TRUSTEES
The world is changing, and responsible investing is adapting. Sectors once automatically excluded are no longer off the table for investment.

Why operational due diligence is more than a governance checklist

JANA INVESTMENT ADVISERS
Governance isn't proven by policies; it's proven by repeatable decisions, transparent oversight and clear follow-through.

Why the expanding investment universe changes how alpha is generated

JANUS HENDERSON INVESTORS
The question for institutional investors is whether they are positioned for the market that is emerging or anchored to the one that is receding.

Building a modern retirement proposition in Australia

CHALLENGER
As a record number of members approach retirement, regulatory expectations continue to rise and scrutiny of post retirement outcomes intensifies.

Emerging markets and the value of contrarian investing

ORBIS INVESTMENTS
When markets turn volatile, investors naturally retreat to what feels safe, but this can result in overlooking pockets of opportunity.

Regrouping in the fog of war

PGIM
Whether the ceasefire clears the fog of war or not, higher government yields and wider spreads bode well for returns over the long term.

What's driving digital transformation in super?

GBST
Why the tech challenges plaguing the super sector may ultimately lead to better service, stronger protections and a superior member and client experience.

Superannuation's next phase: The shift from saving to drawdown

STATE STREET INVESTMENT MANAGEMENT
Strengthening retirement outcomes is not about any single organisation or product. It is about an industry working collectively.
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