News

Investment Outlook October 2026

12 Oct 2026 by Graeme Bibby

The recovery we described in July has been tested. A second wave of energy-driven inflation has pushed central banks back to a tightening bias and bond yields higher. In our October 2026 Investment Outlook, we explain why we remain supportive of equities in aggregate, and the importance of being selective and focusing on quality.

News

Investment Outlook July 2026

02 Jul 2026 by Graeme Bibby

Markets have moved from an energy‑shock scare to a mid‑cycle recovery led by AI and resilient credit. Inflation is still above target, but the worst of the spike has passed as energy supply normalises and the Iran–US “fragile peace” holds. We see a transition into a mid‑cycle growth phase that is supportive of diversified equities and credit, with cash and government yields staying relatively elevated. The picture in Australia is more likely slowing growth versus the US accelerating, Europe and China recovering but dependent on policy shifts.

News

A modern solution to income investing

19 Jun 2026 by Anseres Capital

The Anseres Private Income Fund (APIF) represents the first implementation of Anseres Capital’s broader private markets fund of funds strategy, designed to improve how private assets are accessed and managed within client portfolios.

News

Federal Budget 2026

14 May 2026 by Graeme Bibby

The 2026–27 Federal Budget reshapes how investment and wealth are taxed in Australia while leaving the headline fiscal stance broadly neutral. We look at what this means for portfolios, structures, and the sectors most directly affected.