March 9, 2026
Has Listed Equity Alpha Disappeared Or Simply Migrated?
An article in IO&C this week referencing analysis from Justin Tay of JANA Investment Advisers…
August 7, 2025
Time to Audit the Productivity Commission: Are They Practicing What They Preach?
If productivity drives reform, should the Productivity Commission itself face outcome-based…
July 7, 2025
Equity Investing: “Why Long-Term” Shouldn’t Mean Post-GFC-Only
Long-term equity investing cannot rely solely on post-GFC liquidity conditions. Regime shifts…
May 14, 2025
Fiduciary Duty is Not a Barrier to Nation-Building – It’s a Call for Smarter Investment
Fiduciary duty does not prevent nation-building. It demands disciplined, return-aligned capital…
May 7, 2025
Behavioural Diversification in Manager Selection: Innovation or Solution
Does behavioural diversification genuinely reduce portfolio risk, or simply repackage correlation?