Dot dismissal: Scenario analysis in a regime-changing worldBY DALEEP SINGH, GUILLERMO FELICES | THURSDAY, 30 JUL 2026 3:18PM Investors hardly need reminding that macro shocks, both positive and negative, are hitting the global economy with growing frequency and force.
 Digital assets and where they stand in 2026So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.  Rethinking default design in a changing market environmentThe evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.  Valuations are high and foundations are thinThe disconnect between market valuations and underlying economic durability is becoming impossible to ignore.  Tracking error: Myth vs realityLow tracking error does not always mean low conviction: In some cases, it reflects active risk that focuses on stock-picking rather than volatile bets.  When secular and cyclical forces collideA new year may prompt investors to rationalise the intersection of major secular themes such as a global era of fiscal dominance and a potential productivity ...  Finding income potential in emerging marketsAs the global economy enters a new investment cycle, Aberdeen believes EMs are at the core and are poised to benefit from greater economic momentum.  Resilience and diversification drive demand for under-the-radar CLOsDriven by elevated yields and ample carry opportunities, the bond bull market that began in late 2022 is set to extend into a fourth year.  Why is now the time to allocate to fixed income?In a world of concentrated equity risk, fixed income stands out as a compelling source of balance, certainty, and return potential.  Governing the invisible: Why super funds need to get real about AIA new challenge has arrived - one that moves faster than the frameworks designed to govern it. AI has entered the super sector as an active force.  Through a wider lens: The growth opportunity beyond US marketsMany investors wonder how anyone can confidently identify long-term opportunities when uncertainty appears to be so high. |
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Leading the way
SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.
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