Investors should pivot exposure to the growing number of high quality, mid-cap companies that have reinvested to develop market-leading products with global opportunities and long runways for growth.

At current valuations, high quality core bonds offer attractive yields relative to cash, as well as the prospect of higher and less volatile returns than equities over the next five years.

Direct lending has become the fastest-growing segment within private credit offering the opportunity for premium yields that are often unavailable in the public credit markets.

As investors chased Mag7, a wide valuation gap opened up. Investors need a fresh growth narrative. TICKing off four markets - China, India, Korea, and Taiwan - is the most efficient starting point and opportunities abound.

The lower coverage of SMID Caps means greater opportunity to exploit market mispricing relative to large caps.

In mid-market Australian private equity, where inefficiencies and hands-on value creation thrive, outsized returns are being captured beyond the public eye.

Understanding the drivers of and outlook for the markets is essential to multi-asset, multi-manager investing (MAMMI). However, MAMMI is full of traps. As the saying goes "It's simple, it's just not easy!".

As we progress through the Trumpification of markets, the political and information prism through which we view the world will help us mind the gap(s) between market perception and investing reality.

Our end of day session revealed delegates' views on which of the high conviction theses they'd heard through the day they intended to investigate further or implement in practice.

Our post-program Implementation Zoominar led by consulting firm, InvestSense, drew together the key takeouts from Markets Summit 2025 and the practical implications for client portfolios, turning the insights from Markets Summit 2025 into actions.

Our Markets Summit program kicks off with a video retrospective of the key events of the prior year...

Equity investors should set aside their fears of a second Trump presidency and focus instead on the structural opportunities presented by decarbonisation.

With monetary policy easing set to provide an additional tailwind for smaller companies, now is the time for practitioners to consider increasing global small caps exposure in portfolios.

The 2024 US election result could potentially upend assumptions about global growth and markets in the years ahead. The next four years could be Volatility, Uncertainty, Complexity and Ambiguity (VUCA) on steroids!

The consensus on Wall Street is that the equity market will keep on rising in 2025. But independent economist, Andrew Hunt, thinks differently. He argues that the US corporate sector is highly leveraged and struggling to generate profits, with private credit posing a systemic risk.

At Strategies Summit in August 2024, a diverse panel of asset class experts debated the implications of four medium-term scenarios. Now, practitioners need to re-visit their medium-term outlook for investment markets.

Green bonds have outperformed conventional bonds for five of the last seven years and their potential for positive outcomes during central banks cutting cycles make them a compelling investment.

While the global economy is on track for a soft landing over the next 12 to 18 months, high stock prices, recession risk, and political uncertainty cloud the outlook for equities.

Central banks believe that economies tend towards equilibrium. But Professor Steve Keen thinks differently. He argues that central bank models fail to capture the complexity of modern economies while faulty climate change models threaten the capitalist system...

What went wrong with capitalism? According to Ruchir Sharma, progressives are right, in part, when they mock modern capitalism as "socialism for the rich."