Insights
Quick reads on markets and policy
Written for practitioners and informed investors—free to read, dated and sourced. You’ll find short market and macro notes that explain moves and policy shifts without the noise; evergreen principles that clarify risk, ranges and behaviour; and concise explainers on the themes we’re asked about most. When doing nothing is the right call, we say so.
When Super Outgrows Its Market
Australia’s superannuation system is on a path beyond A$6 trillion. For its largest funds, the harder question is how to turn an active idea into a position large enough to matter without losing its edge.