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Brilliant Investment Thinking by Advisers for Advisers.
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Australian Ethical Adviser Voice: Meet Siobhan Ashby

An adviser whose values-led client conversations set her business apart.

 

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...

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....

Franklin Templeton hits record US$1.8 trillion as private markets run ahead of target

Franklin Templeton reported a record US$1.79 trillion in AUM for the June quarter. Private markets fundraising beat its full-year target early, raising the...

Where the flow splits, active bond funds still win

The active-versus-passive debate looks different in fixed income. Amundi's quarterly results show active bond funds attracting serious new inflows, with local...

Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...

Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...

Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners

Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...

The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...