End of the Long Bond Era
30-year Treasury yields have returned to pre-2008 levels. Bloomberg and Jeff Gundlach explain why the four-decade bond bull market is over — and what that means for how portfolios should be built.
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The Art of Learning — KKR Macro
KKR's macro team revisits their regime-change thesis: why government bonds can no longer act as portfolio shock absorbers, and what that means for long-term diversification.
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How to Preserve Wealth Across Generations
By 1973, not one of 120 Vanderbilt descendants was a millionaire. The same pattern repeats across Australian families. What history and modern research reveal about why wealth disappears — and how to prevent it.
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Can You Rely on Big Super?
A coordinated cyberattack compromised 9,000 accounts across AustralianSuper, REST, Hostplus, and MLC Expand in early 2025. What the breach revealed about platform security — and why it matters for your retirement savings.
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Is Big Super Enough?
Large super funds provide genuine value for millions of Australians. But their support is structurally limited to your super account. Here is a clear guide to where that boundary falls — and when it matters.
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Positioning for a Shifting World: US Equity Exposure in 2025
Record ETF inflows, Magnificent 7 concentration, a weakening USD, and Bridgewater's warning that almost everyone is overexposed to US assets. How Australian investors should be thinking about their positioning.
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Investing Wisely is About Preparing for a Range of Outcomes
The past 15 years delivered the best equity returns since 1970. The next 15 will look different. Bridgewater's Bob Prince on why the job of investing is not to forecast — it is to prepare.
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Warning to Big Super: Fix Customer Service, or We'll See You in Court
ASIC has warned the $4.1 trillion superannuation sector to improve member service standards or face enforcement action. Death benefit delays and claims administration failures top the complaints register.
Read article →The Art of Learning — KKR Macro
KKR's macro team revisits their regime-change thesis: why government bonds can no longer act as portfolio shock absorbers, and what that means for diversification over the next cycle.
Read article →