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Brilliant Investment Thinking by Advisers for Advisers.
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Australian Ethical Adviser Voice Series: Mark Spencer

An adviser who has seen his clients become more engaged with their portfolios through ethical investing.

 

The signs of a bubble are back

Bathla's collapse reveals a private credit bubble hiding inside a true premise: everyone agrees on the housing shortage, yet every lender pays a price anyway....

Fuel scarcity sparks market rethink, says Datt Capital CIO

Fuel scarcity is reshaping energy markets, and Emanuel Datt of Datt Capital warns it will drive inflation and force a major policy rethink.

SpaceX broke every IPO record except the one that matters for index funds

Franklin Templeton says AI mega IPOs will ease S&P 500 concentration and force AI companies to show real numbers. The evidence says the diversification benefit...

Warsh wants clean signals. The bond market had other ideas.

Franklin Templeton's Richard Rauch says inflation is structurally stickier than the pre-COVID period, and the bond market appears to agree. Within hours of the...

Innovation and the future of HNW advice with Denis Orrock from Praemium

Returns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap...

Fixed income in focus with Jessica Tan from S&P Dow Jones Indices

What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode...

Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

The discipline of doubt with Invesco’s Andrew Hall

What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...