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June 2026

RBA - Monetary Policy Decision

Date 16 Jun 2026 2:30 PM to 3:00 PM

Where

65 Martin Place, Sydney

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Peer Group Analysis View All»

Index Selector Links	1 Year	3 Year	5 Year
Alternatives	13.12%	8.85%	8.36%
Bonds / Diversified Fixed Interest	3.94%	4.79%	2.53%
Digital Assets	-17.81%	19.33%	6.15%
Equity Alternative - Asia	7.15%	7.37%	2.40%
Equity Alternative - Australia	10.97%	7.68%	6.07%
Equity Alternative - Global	22.76%	12.70%	9.22%
Equity Emerging Markets	6.18%	10.38%	6.62%
Equity Long - Asia	18.67%	12.22%	4.89%
Equity Long - Large Cap - Australia	5.61%	6.85%	6.32%
Equity Long - Large Cap - Global	13.16%	13.68%	8.42%
Equity Long - Small/Mid Cap - Australia	8.85%	8.32%	4.17%
Equity Long - Small/Mid Cap - Global	21.32%	15.17%	7.09%
Infrastructure	14.38%	10.60%	10.33%
Multi-Sector	10.93%	8.05%	5.65%
Private / Hybrid Credit	7.18%	8.36%	7.13%
Property	-0.18%	-0.64%	1.23%
Real Estate Debt	8.56%	8.92%	7.82%

Hedge Clippings

Hedge Clippings |29 May 2026

29 May 2026 - FundMonitors.com

Housing, Tax and the Politics of Redistribution Try as we might, we're finding it difficult to uncover much genuinely independent positive commentary on the Government's Budget and its proposed changes to capital gains tax...

Read more...

29 May 2026 - Hedge Clippings |29 May 2026

By: FundMonitors.com

Hedge Clippings | 29 May 2026

Housing, Tax and the Politics of Redistribution

Try as we might, we're finding it difficult to uncover much genuinely independent positive commentary on the Government's Budget and its proposed changes to capital gains tax concessions and negative gearing.

There are, of course, supporters. Former Prime Minister Paul Keating has been one of the more enthusiastic voices. But then, as Christine Keeler famously observed in another context: "Well, he would say that, wouldn't he?"

Our concern is not so much with the politics as with the underlying economics.

At its heart, the Government's approach appears to be based on a transfer of wealth and opportunity from older Australians to younger, more aspirational generations. That may make for an attractive political narrative, but it ignores an important reality. Most young Australians do not exist in isolation. They are sons, daughters and grandchildren. Weakening the financial position of parents and grandparents does not automatically strengthen the position of younger family members. In many cases, quite the opposite occurs.

The so-called housing boost announced in the Budget is a good example. The Government estimates that its measures will generate an additional 75,000 homes over ten years. On the surface, that sounds impressive. Break it down, however, and it equates to roughly 7,500 additional homes per year.

Against a backdrop of severe housing shortages, rapidly rising rents, strong population growth and a housing deficit measured in the hundreds of thousands of dwellings, 7,500 homes annually barely moves the needle. It may help at the margin, but it is difficult to see how it materially alters the supply-demand imbalance currently confronting the housing market.

Separately, if the changes to negative gearing and capital gains impact the housing market more than the government's projections, those wanting to get into the market may benefit, but at the expense of those home owners with a mortgage already in it. Lookout when the banks come knocking and looking for a top up to adjust your new LVR.

More broadly, our greatest concern lies elsewhere.

Australia's tax system continues to rely increasingly on personal income taxes while allowing bracket creep to do much of the heavy lifting. As wages rise, taxpayers are gradually pushed into higher tax brackets, even when their real purchasing power has barely improved. Governments benefit from a steadily rising tax take without having to announce explicit tax increases.

The result is that workers and investors continue to carry a growing share of the tax burden.

At the same time, discussion of broadening or increasing consumption-based taxation remains politically untouchable.

Yet there is a strong argument that a well-designed consumption tax is one of the fairest methods of raising government revenue. Individuals have considerable control over how much they consume, but far less control over how much tax is extracted from their earnings. A system that taxes spending rather than productivity arguably creates fewer distortions, encourages saving and investment, and distributes the tax burden more transparently.

Of course, any shift towards greater reliance on consumption taxes would need to be accompanied by appropriate protections for lower-income households. But that challenge is hardly insurmountable.

What is becoming increasingly difficult to justify is the steady expansion of government spending as a share of GDP while relying ever more heavily on income taxpayers to foot the bill.

The Budget may win political support from some quarters, but whether it meaningfully addresses Australia's structural housing problems or creates a fairer long-term tax system remains open to debate.

For now, we remain unconvinced.

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AI needs more than chips: Why power and grid buildout matter | Magellan Investment Partners

10k Words | Equitable Investors

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4 Jun 2026 Global smaller companies: When everyone owns the... Author: Janus Henderson Investors

Portfolio Manager Nick Sheridan explores why shifting market leadership, geopolitical uncertainty, and changing investor behaviour are bringing smaller companies back into...

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4 Jun 2026 - Global smaller companies: When everyone owns the same names, what next?

By: Janus Henderson Investors

Global smaller companies: When everyone owns the same names,

what next?

Janus Henderson Investors

May 2026

(8-minute read)

Portfolio Manager Nick Sheridan explores why shifting market leadership, geopolitical uncertainty, and changing investor behaviour are bringing smaller companies back into focus, offering a broader set of opportunities beyond the most crowded trades.

Markets started 2026 on an uncertain footing, pulled in different directions by geopolitical instability. The conflict in the Middle East, which began at the end of February, brought energy markets back into stark focus. Blocked supplies through the Strait of Hormuz pushed oil prices higher and raised fresh concerns about inflation just as central banks were attempting to stabilise growth.

For investors, this has created a challenging mix of risks and uncertainties. Risk appetite has weakened as attention has become fixed on the conflict and its implications. Meanwhile, expectations for fiscal and monetary policies have shifted. Higher energy prices have complicated the outlook for interest rates. The uncertainty of government policy announcements via social has led to rapid swings in sentiment. The path to a lasting resolution remains obscured.

Despite this backdrop, one notable feature of recent market behaviour has been the resilience of global smaller companies. This is typically the part of the market that struggles when uncertainty is elevated and policy is restrictive. In our view, this reflects modest starting valuations, positive earnings expectations, and a gradual shift in how investors are approaching markets. But even periods of tentative improvement in sentiment have seen investors look beyond the most heavily owned areas, suggesting that attention is no longer as narrowly focused as it once was.

A turning point for market concentration

Over the past decade, market returns have been dominated by a small group of large-cap technology companies (ie. the 'Magnificent 7' - Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia and Tesla). At the same time, higher interest rates, macro uncertainty, and a preference for liquidity has favoured larger, more resilient businesses. Combined with passive flows, this has created an increasingly concentrated market, turning investor allocations into a tacit call on technology stocks.

What appears to be changing is not a sudden reversal but a gradual broadening of leadership. The focus is shifting from owning what has worked to reassessing where future returns may come from. It has been driven by a subtle change in behaviour, with investors showing greater sensitivity to valuation, a more questioning approach to crowded trades, and growing awareness of how concentrated portfolios have become, particularly at a time of heightened geopolitical uncertainty.

The dominance of the largest companies has not disappeared, but it is no longer unquestioned. Artificial intelligence remains a powerful structural theme, yet investors are starting to look beyond the most obvious beneficiaries, to smaller companies exposed to adjacent areas of growth.

At the same time, the earnings picture for smaller companies is improving. Combined with more modest starting valuations relative to global large caps (Exhibit 1), we believe it supports the conditions for a re-rating, even in an uneven market.

Exhibit 1: Attractive valuations of global small caps relative to large caps

Source: Bloomberg, Janus Hender

Source: Bloomberg, Janus Henderson Investors Analysis, as at 9 April 2026. Shows global small cap premium/discount versus global large caps (forward P/Es).
Note: Indices used: MSCI World Small Cap, MSCI World. There is no guarantee that past trends will continue, or forecasts will be realised. Past performance does not predict future returns.

Different regions, different strengths

Much like their larger counterparts, global smaller companies provide exposure to a diverse set of local economies and sector opportunities. Unlike large multinationals, however, they tend to be more closely tied to domestic or regional growth, which can be an advantage in a more fragmented geopolitical environment. They also tend to be more entrepreneurial and agile, often driving advances within specialised niches, rather than at scale.

Another defining feature is how little attention they receive. Smaller companies are typically under-owned and under-researched, with materially less coverage from stock analysts. A combination of less scrutiny and more varied outcomes creates opportunity for active investors taking a selective approach. Particularly so, given how strong earnings forecasts are for smaller companies relative to their large-cap peers[1].

But there are also important differences across regions, offering built-in diversification within the small-cap category. In the US, deep capital markets and a strong culture of innovation support a broad pipeline of companies across technology, healthcare, and specialised industrials. In Europe, the market is more weighted towards industrials, manufacturing, and niche export-led businesses. Many of these have strong technical expertise and pricing power, alongside tailwinds from defence and infrastructure spending.

Japan offers another distinct profile, characterised by high-quality industrial and technology businesses. Improving corporate governance and a greater focus on shareholder returns are helping to unlock value in companies that have historically been overlooked.

Market inefficiency equals opportunity for active investors

Global smaller companies remain one of the few areas of genuine inefficiency in equity markets. Limited analyst coverage and the diversity of the opportunity set mean there is real scope to add value through detailed research and engagement.

This increases the value of information in the small cap space, given that outcomes in smaller companies are driven more by stock-level factors than by broad market movements. Sector and stock dispersion is wide, meaning the gap between winners and losers can be significant. This makes a research-led, data-driven approach essential, with a focus on characteristics such as return on equity, balance sheet strength, and the sustainability of earnings.

For investors willing to take a longer-term view, this part of the market offers exposure to businesses earlier in their growth journey. After all, many of today's dominant companies, such as Nvidia, began as small caps. This is not to overlook the risks; smaller companies can be more volatile and more sensitive to economic cycles. Navigating these risks requires a disciplined, structured approach to stock selection.

Overall, we believe that global smaller companies continue to offer a compelling opportunity set. In a market long dominated by a narrow group of large-cap stocks, they provide diversification, exposure to innovation, and access to domestic growth trends across regions. The macro environment remains uncertain. However, for investors focused on fundamentals, the breadth of opportunities within global smaller companies remains significant.

References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.

[1] Source: Bloomberg, Janus Henderson Investors, as at 9 April 2026. There is no guarantee that past trends will continue, or forecasts will be realised. Past performance does not predict future returns.

Active investing: An investment management approach where a fund manager actively aims to outperform or beat a specific index or benchmark through research, analysis, and the investment choices they make.

Asset allocation: The allocation of a portfolio between different asset classes, sectors, geographical regions, or types of security to meet specific objectives of risk, performance, or time horizon.

Balance sheet: A financial statement that summarises a company's assets, liabilities, and shareholders' equity at a particular point in time. Each segment gives investors an idea as to what the company owns and owes, as well as the amount invested by shareholders.

Diversification: A way of spreading risk by mixing different types of assets or asset classes in a portfolio on the assumption that these assets will behave differently in any given scenario. Assets with low correlation should provide the most diversification.

Inflation: The rate at which the prices of goods and services are rising in an economy. The consumer price index (CPI) and retail price index (RPI) are two common measures.

Interest rates: The amount charged for borrowing money, shown as a percentage of the amount owed. Base interest rates (the Bank Rate) are generally set by central banks, such as the Federal Reserve in the US or Bank of England in the UK, and influence the interest rates that lenders charge to access their own lending or saving.

Liquidity: A measure of how easily an asset can be bought or sold in the market. Assets that can be easily traded in the market in high volumes (without causing a major price move) are referred to as 'liquid'.

Premium: When the market price of a security is thought to be more than its underlying value, it is said to be 'trading at a premium'.

Return on equity (ROE): A company's net income (income minus expenses and taxes) over a specified period, divided by the amount of money its shareholders have invested. It is used as a measurement of a company's profitability compared to its peers. A higher ROE generally indicates that a management team is more efficient at generating a return from investment.

Returns/return: The total return of a portfolio over a specified period as opposed to its relative return against a benchmark. It is measured as a gain or a loss and stated as a percentage of a portfolio's total value.

Funds operated by this manager:

Janus Henderson Australian Fixed Interest Fund , Janus Henderson Conservative Fixed Interest Fund , Janus Henderson Diversified Credit Fund , Janus Henderson Global Natural Resources Fund , Janus Henderson Tactical Income Fund , Janus Henderson Australian Fixed Interest Fund - Institutional , Janus Henderson Conservative Fixed Interest Fund - Institutional , Janus Henderson Cash Fund - Institutional , Janus Henderson Global Multi-Strategy Fund , Janus Henderson Global Sustainable Equity Fund , Janus Henderson Sustainable Credit Fund

All opinions and estimates in this information are subject to change without notice and are the views of the author at the time of publication. Janus Henderson is not under any obligation to update this information to the extent that it is or becomes out of date or incorrect. The information herein shall not in any way constitute advice or an invitation to invest. It is solely for information purposes and subject to change without notice. This information does not purport to be a comprehensive statement or description of any markets or securities referred to within. Any references to individual securities do not constitute a securities recommendation. Past performance is not indicative of future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

Whilst Janus Henderson believe that the information is correct at the date of publication, no warranty or representation is given to this effect and no responsibility can be accepted by Janus Henderson to any end users for any action taken on the basis of this information.

3 Jun 2026 Future Supply Chains ETF: reflecting on one year Author: abrdn

Investing in how the global economy is being rebuilt. (Reading time: 7 Mins)

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3 Jun 2026 - Future Supply Chains ETF: reflecting on one year

By: abrdn

Future Supply Chains ETF: reflecting on one year

abrdn

May 2026

(Duration: 7 Mins)

Our two thematic future exchange-traded funds (ETFs) - raw materials and supply chains - have just turned one. To mark the anniversary, we sat down with Blair Couper and Jamie Mills O'Brien, investment directors of our Future Supply Chains ETF. They reflected on what they've learned over the past year, how the strategy has evolved, and why they believe the case for resilient supply chains looks stronger than ever.

Q1. The Future Supply Chains ETF launched just over a year ago. Take us back to that moment - what was the original thinking behind launching the strategy?

Blair Couper:

A lot of it came down to what we were seeing in the real world. We think the next 10 years are likely to be characterised by lower growth and stickier inflation than the last decade, driven by the inexorable forces of demographics, debt and deglobalisation. Against this backdrop, we wanted to position our investors behind growth trends that can thrive even in a weaker macro environment. The changing nature of supply chains - and the structural forces underpinning them - was one such area.

Supply chains have gone from being something investors barely thought about to something that suddenly mattered every day - whether it was because of shortages, delays, or geopolitical tension. We felt that wasn't a short�'term disruption, but the start of a much bigger, longer�'lasting shift. The fund was really about giving investors a way to access that change in a considered, long�'term way, rather than reacting to the latest headline.

Q2. "Supply chains" can mean a lot of different things. How do you define future supply chains when you're thinking about it as an investment opportunity?

Jamie Mills O'Brien:

That's exactly the opportunity - one that touches so many parts of global markets. For us, future supply chains aren't just about moving goods from A to B. They're about how countries, companies and industries are rethinking where things are made, how secure they are, and how sustainable they need to be. In that sense, it represents a broad reshaping of the global economy, spanning technology, energy, manufacturing, and infrastructure.

A good example is defence and reindustrialisation (two themes we favour). After more than 20 years of underinvestment in its capital stock, the US is leaning far more heavily on its treaty allies in the Indo-Pacific, particularly Korea and Japan, to help bridge the gap with China across defence and automation. The unifying idea here is adaptation: states and companies responding to a world that's becoming more fragmented and certainly more challenging.

Q3. Why did you decide an ETF - and an actively managed one at that - was the right structure for this idea?

Jamie Mills O'Brien:

An ETF gives investors transparency, flexibility and ease of access, which we think really suits a thematic allocation. But we were equally clear that this couldn't just be rules�'based or static. Supply chains are evolving all the time, so active management allows us to adjust exposures, lean into areas we believe are gaining momentum, and step back when conditions change. It's about keeping the strategy relevant - and an active approach allows us to do that.

Q4. The strategy is built around three key drivers: national security, resilient supply chains, and decarbonisation. How did those pillars emerge?

Blair Couper:

They really came out of looking at what's driving decision�'making at government and corporate level. National security has become central to economic policy. Resilience is about reducing vulnerability and disruption. And decarbonisation is reshaping how energy and infrastructure are built. These forces overlap and reinforce one another. We saw them less as separate themes and more as different angles on the same structural shift.

Q5. Automation, reshoring and localisation are big themes globally. How do you avoid simply chasing the loudest trends or headlines?

Jamie Mills O'Brien:

It comes back to discipline. At the heart of our thematic process is a focus on identifying those themes - and, within them, those companies - that can create value from the most powerful structural growth trends shaping the global economy. As a result, we spend a lot of time focusing on business quality and long�'term fundamentals. At the same time, we are wary of areas where narrative and hype are driving enthusiasm, rather than company fundamentals.

A company benefiting from reshoring or rising defence spending still needs a robust balance sheet, strong competitive positioning and a business model that supports attractive economics. Being aligned with the theme gets a company onto the radar - but it doesn't automatically earn it a place in the portfolio.

Q6. One year on, what have you learned since launch? Have any aspects of the strategy evolved as markets - and geopolitics - have shifted?

Blair Couper:

If anything, the past year has reinforced our original thinking. The scale of policy intervention, defence spending and industrial support has been striking. At the same time, we've learned the importance of flexibility - some developments move faster than expected, others take time. The framework hasn't changed, but our understanding of how and when value emerges has definitely deepened.

Q7. Supply chains feel even more prominent in today's headlines than they did a year ago. Why do you think they've become more relevant, not less?

Blair Couper:

Recent events have shown that the underlying pressures haven't gone away - they've intensified. Geopolitical uncertainty, energy security concerns and trade tensions are now structural features of the global economy. We're seeing the last 50 years of globalisation give way to a world shaped by competing spheres of influence, fragmenting across China, the US and Europe. Governments are actively encouraging domestic production and demand, and companies are responding. In this world supply chains remain front and centre - not just as an operational issue, but as a strategic one.

Q8. For investors thinking about portfolio construction, how does a supply�'chain strategy sit alongside traditional global equity exposure?

Jamie Mills O'Brien:

We see it as a complement rather than a replacement. Traditional indices reflect where the world has been; thematic strategies are about where it's going. Supply chains touch many sectors and regions, but they're driven by different forces than broad market cycles. That can make them a useful diversifier for investors who are looking to build resilience into their portfolios.

Q9. What type of companies tend to stand out when supply chains are being redesigned rather than simply maintained?

Jamie Mills O'Brien:

Often, it's companies enabling change rather than resisting it. That might be firms providing automation, infrastructure, energy solutions or specialist components. What they tend to share is an ability to adapt - they're helping others become more efficient, more secure or more sustainable, rather than clinging to older models.

Q10. Finally, if you had to sum up what the Future Supply Chains ETF is really about, how would you describe it?

Blair Couper:

At its heart, it's about investing in how the global economy is being rebuilt. Supply chains are no longer just about cost efficiency - they're about security, resilience and long�'term sustainability. This strategy is designed to capture that transformation as it unfolds.

Fund-specific risks

The fund invests in equity and equity related securities. These are sensitive to variations in the stock markets which can be volatile and change substantially in short periods of time.

A concentrated portfolio may be more volatile and less liquid than a more broadly diversified one. The fund's investments are concentrated in a particular country or sector, or closely related group of industries or sectors.

The fund invests in emerging market equities and / or bonds. Investing in emerging markets involves a greater risk of loss than investing in more developed markets due to, among other factors, greater political, tax, economic, foreign exchange, liquidity and regulatory risks.

The shares of small and mid-cap companies may be less liquid and more volatile than those of larger companies.

The fund may invest in companies with Variable Interest Entity (VIE) structures in order to gain exposure to industries with foreign ownership restrictions. There is a risk that investments in these structures may be adversely affected by changes in the legal and regulatory framework.

Investing in China A shares involves special considerations and risks, including greater price volatility, a less developed regulatory and legal framework, exchange rate risk/controls, settlement, tax, quota, liquidity and regulatory risks.

The use of derivatives carries the risk of reduced liquidity, substantial loss and increased volatility in adverse market conditions, such as a failure amongst market participants. The use of derivatives may result in the fund being leveraged (where market exposure and thus the potential for loss by the fund exceeds the amount it has invested) and in these market conditions the effect of leverage will be to magnify losses.

Funds operated by this manager:

abrdn Sustainable Asian Opportunities Fund , abrdn Emerging Markets Equity Fund , abrdn Sustainable International Equities Fund , abrdn Global Corporate Bond Fund (Class A)

2 Jun 2026 National Adviser Roadshow - The Great Mispricing Author: Airlie Funds Management

Emma Fisher, Airlie's Deputy Head of Australian Equities, explores the "Great Mispricing" we're currently witnessing in Australian equities and where she is uncovering...

Read more

2 Jun 2026 - National Adviser Roadshow - The Great Mispricing

By: Airlie Funds Management

National Adviser Roadshow - The Great Mispricing

Airlie Funds Management

May 2026

(Viewing time: 26 mins)

Emma Fisher, Airlie's Deputy Head of Australian Equities, explores the "Great Mispricing" we're currently witnessing in Australian equities and where she is uncovering attractive investment opportunities.

Funds operated by this manager:

Airlie Australian Share Fund , Airlie Small Companies Fund

Important Information:

This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 trading as Airlie Funds Management ('Airlie') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to an Airlie financial product or service may be obtained by calling +61 2 9235 4760 or by visiting www.airliefundsmanagement.com.au.

Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of an Airlie financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.

This material may include data, research and other information from third party sources. Airlie makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Airlie. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Airlie will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material.

Any third party trademarks contained herein are the property of their respective owners and Airlie claims no ownership in, nor any affiliation with, such trademarks. Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Airlie.

1 Jun 2026 Manager Insights | Digital Asset Funds Management Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Clint Maddock, Director and Co-Founder at Digital Asset Funds Management. Clint discussed how the fund has remained...

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29 May 2026 Performance Report: Equitable Investors Dragonfly... Author: FundMonitors.com

The Equitable Investors Dragonfly Fund rose by +3.53% in April, outperforming the ASX 200 Total Return benchmark by +1.35%. Top contributors were IODM and Spectur, while...

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28 May 2026 Good intentions. Unintended outcomes? Author: Yarra Capital Management

Tim Toohey (Head of Macro and Strategy) assesses the impact of the 2026-27 Budget, and the risk that in the attempt to engender inter-generational fairness that new...

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27 May 2026 Performance Report: Insync Global Quality Equity... Author: FundMonitors.com

The Insync Global Quality Equity Fund has delivered positive returns 81% of the time since inception in October 2009, in months when the market was positive.

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26 May 2026 Performance Report: ASCF High Yield Fund Author: FundMonitors.com

The ASCF High Yield Fund rose by +0.62% in April, outperforming the Bloomberg AusBond Composite 0+ Yr benchmark by +0.57%. Since inception in March 2017, the fund has...

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26 May 2026 AI needs more than chips: Why power and grid... Author: Magellan Investment Partners

Investing in the rise of AI may be driven by chips, but Investment Analyst, Fiona Wu argues that an alternative way to gain exposure is through power. (9-minute read)

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25 May 2026 Performance Report: Bennelong Emerging Companies... Author: FundMonitors.com

The Bennelong Emerging Companies Fund has delivered positive returns 84% of the time since its inception in November 2017, in months when the market was positive.

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2 Jun 2026 National Adviser Roadshow - The Great Mispricing Author: Airlie Funds Management

Emma Fisher, Airlie's Deputy Head of Australian Equities, explores the "Great Mispricing" we're currently witnessing in Australian equities and where she is uncovering...

Read more

2 Jun 2026 - National Adviser Roadshow - The Great Mispricing

By: Airlie Funds Management

National Adviser Roadshow - The Great Mispricing

Airlie Funds Management

May 2026

(Viewing time: 26 mins)

Emma Fisher, Airlie's Deputy Head of Australian Equities, explores the "Great Mispricing" we're currently witnessing in Australian equities and where she is uncovering attractive investment opportunities.

Funds operated by this manager:

Airlie Australian Share Fund , Airlie Small Companies Fund

Important Information:

This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 trading as Airlie Funds Management ('Airlie') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to an Airlie financial product or service may be obtained by calling +61 2 9235 4760 or by visiting www.airliefundsmanagement.com.au.

Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of an Airlie financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.

This material may include data, research and other information from third party sources. Airlie makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Airlie. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Airlie will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material.

Any third party trademarks contained herein are the property of their respective owners and Airlie claims no ownership in, nor any affiliation with, such trademarks. Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Airlie.

1 Jun 2026 Manager Insights | Digital Asset Funds Management Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Clint Maddock, Director and Co-Founder at Digital Asset Funds Management. Clint discussed how the fund has remained...

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21 May 2026 Global Perspectives: Addressing the most... Author: Janus Henderson Investors

In this episode, Portfolio Manager Denny Fish takes a deep dive into the current state of artificial intelligence (AI), including the latest advancements, its potential to...

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21 May 2026 - Global Perspectives: Addressing the most essential questions around AI

By: Janus Henderson Investors

Global Perspectives: Addressing the most

essential questions around AI

Janus Henderson Investors

May 2026

(Duration: 29 minutes)

In this episode, Portfolio Manager Denny Fish takes a deep dive into the current state of artificial intelligence (AI), including the latest advancements, its potential to propel economic growth, and the rise of agentic AI and its impact on software business models. He also shares insights from a recent research trip in China.

Funds operated by this manager:

Janus Henderson Australian Fixed Interest Fund , Janus Henderson Conservative Fixed Interest Fund , Janus Henderson Diversified Credit Fund , Janus Henderson Global Natural Resources Fund , Janus Henderson Tactical Income Fund , Janus Henderson Australian Fixed Interest Fund - Institutional , Janus Henderson Conservative Fixed Interest Fund - Institutional , Janus Henderson Cash Fund - Institutional , Janus Henderson Global Multi-Strategy Fund , Janus Henderson Global Sustainable Equity Fund , Janus Henderson Sustainable Credit Fund

All opinions and estimates in this information are subject to change without notice and are the views of the author at the time of publication. Janus Henderson is not under any obligation to update this information to the extent that it is or becomes out of date or incorrect. The information herein shall not in any way constitute advice or an invitation to invest. It is solely for information purposes and subject to change without notice. This information does not purport to be a comprehensive statement or description of any markets or securities referred to within. Any references to individual securities do not constitute a securities recommendation. Past performance is not indicative of future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

Whilst Janus Henderson believe that the information is correct at the date of publication, no warranty or representation is given to this effect and no responsibility can be accepted by Janus Henderson to any end users for any action taken on the basis of this information.

20 May 2026 Who's winning the AI race - and does it matter? Author: abrdn

In this episode, we explore how artificial intelligence (AI) is reshaping global competition. (Duration: 27 Mins)

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15 May 2026 Manager Insights | Datt Capital Author: FundMonitors and Datt Capital

Chris Gosselin, CEO of FundMonitors.com, speaks with Emanuel Datt, founder and Chief Investment Officer at
Datt Capital.

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8 May 2026 Expert Analysis of the RBA's May 5 Rate Decision Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management and Renny Ellis, Director & Head of Portfolio...

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4 May 2026 Manager Insights | Altor Capital Author: FundMonitors and Altor Capital

Chris Gosselin, CEO of FundMonitors.com, speaks with Benjamin Harrison, Chief Investment Officer at Altor Capital.

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1 May 2026 Expert analysis on what the RBA will do next... Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Nicholas Chaplin, Director and Portfolio Manager at Seed Funds Management and Renny Ellis, Director & Head of Portfolio...

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30 Apr 2026 Airlie Australian Share Fund Quarterly Update Author: Airlie Funds Management

Amid a highly dynamic market environment, Deputy Portfolio Manager Joe Wright and Senior Equities Analyst Jack McNally provide an update on the Airlie Australian Share Fund.

Read more

30 Apr 2026 - Airlie Australian Share Fund Quarterly Update

By: Airlie Funds Management

Airlie Small Companies Fund Quarterly Update

Airlie Funds Management

January 2026

(Viewing time: 15 mins)

Amid a highly dynamic market environment, Deputy Portfolio Manager Joe Wright and Senior Equities Analyst Jack McNally provide an update on the Airlie Australian Share Fund. They discuss recent performance, including corporate activity and reporting season outcomes, as well as the impact of evolving market narratives such as artificial intelligence and geopolitical developments. Joe and Jack highlight how these dynamics have created opportunities across the portfolio, while reinforcing the fund's focus on quality businesses, disciplined valuation and long-term investment outcomes.

Funds operated by this manager:

Airlie Australian Share Fund , Airlie Small Companies Fund

Important Information:

This material has been delivered to you by Magellan Asset Management Limited ABN 31 120 593 946 AFS Licence No. 304 301 trading as Airlie Funds Management ('Airlie') and has been prepared for general information purposes only and must not be construed as investment advice or as an investment recommendation. This material does not take into account your investment objectives, financial situation or particular needs. This material does not constitute an offer or inducement to engage in an investment activity nor does it form part of any offer documentation, offer or invitation to purchase, sell or subscribe for interests in any type of investment product or service. You should obtain and consider the relevant Product Disclosure Statement ('PDS') and Target Market Determination ('TMD') and consider obtaining professional investment advice tailored to your specific circumstances before making a decision about whether to acquire, or continue to hold, the relevant financial product. A copy of the relevant PDS and TMD relating to an Airlie financial product or service may be obtained by calling +61 2 9235 4760 or by visiting www.airliefundsmanagement.com.au.

Past performance is not necessarily indicative of future results and no person guarantees the future performance of any financial product or service, the amount or timing of any return from it, that asset allocations will be met, that it will be able to implement its investment strategy or that its investment objectives will be achieved. This material may contain 'forward-looking statements'. Actual events or results or the actual performance of an Airlie financial product or service may differ materially from those reflected or contemplated in such forward-looking statements.

This material may include data, research and other information from third party sources. Airlie makes no guarantee that such information is accurate, complete or timely and does not provide any warranties regarding results obtained from its use. This information is subject to change at any time and no person has any responsibility to update any of the information provided in this material. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of Airlie. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. No representation or warranty is made with respect to the accuracy or completeness of any of the information contained in this material. Airlie will not be responsible or liable for any losses arising from your use or reliance upon any part of the information contained in this material.

Any third party trademarks contained herein are the property of their respective owners and Airlie claims no ownership in, nor any affiliation with, such trademarks. Any third party trademarks that appear in this material are used for information purposes and only to identify the company names or brands of their respective owners. No affiliation, sponsorship or endorsement should be inferred from the use of these trademarks. This material and the information contained within it may not be reproduced, or disclosed, in whole or in part, without the prior written consent of Airlie.

29 Apr 2026 Manager Insights | East Coast Capital Management Author: FundMonitors.com

Chris Gosselin, CEO of FundMonitors.com, speaks with Simone Haslinger, Chief Executive Officer at East Coast Capital Management.

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