Perspectives

Health Care's Next Act: Tailwinds Emerging Across R&D Cycle

Drug development appears to be stabilizing, as improving biopharma funding and healthier demand create a more constructive backdrop for contract research organizations and life science tools companies.

Investing in the Foundations of Tomorrow's Economy

How real assets are shaping a more resilient world. In a future that is becoming more physical, local, power-intensive and infrastructure dependent, the next investment era won't reward efficiency—it will reward resilience, according to Franklin Real Assets.

Six Income Rules Built for Markets Like These

Reporting season, elevated markets and a changing tax environment are putting a renewed focus on how Australian investors generate reliable income.

Webinar: Powering the Capex Super Cycle: Infrastructure in a New Growth Regime

AI-driven power demand, electrification and energy independence are reshaping the infrastructure opportunity. In this webinar, we examine growth & opportunities driven by the capex super-cycle, and the companies that enable digital expansion, support energy reliability and strengthen the essential assets that economies rely on.

Australian Equities Midyear Outlook: Turning Market Overreaction into Opportunity

Reflections on a strong year of active returns, a forward look to AU reporting season and to where market dislocations, resilient earnings and attractive valuations are creating opportunities.

Beyond Silicon Valley: Where AI Value Is Really Created

Many companies supplying scarce, high demand AI infrastructure are based in emerging markets, creating a differentiated route into AI growth through scale, consolidation and pricing power.

AOR Update: A Broader Market Is Finding its Footing

Investing in Essential Systems Reshaping the World

From AI data centres to energy transition and reshoring, infrastructure has moved to the centre of the global investment conversation. Nick Langley discusses the forces shaping the future of investing and why infrastructure is central to long-term opportunities.

Why Active Fundamental Investing Still Works in Australia – But Must Evolve

How passive flows, systematic investing and factor crowding are reshaping the market, and what active fundamental investors can do about it.

The Long View: Not a Straight Line

Global Growth Strategy Commentary Q2 2026

Asia, Europe Flex Tech Muscles
Performance was driven by AI beneficiaries across semiconductors, storage, networking and optical equipment where pricing power is emerging.

Global Value Improvers Strategy Commentary Q2 2026

Finding Value Beyond the AI Rally
A strong global equity rebound masked uneven leadership, creating opportunities in companies tied to energy security, grid modernization and industrial capex.