Opinion

The inimitable James Dunn picks a handful of niche critical minerals off the conveyor belt and discusses which ones have the most inherent stock potential.

When a client posed the question to Wattle Partners adviser Drew Meredith it caught him off guard: “Am I good client?” they asked. “How could I be better?”

The Bank of Japan has been marching to a different beat than other central banks. While the Federal Reserve, ECB and Bank of England hurried to ramp up rates in a battle against inflation, a deflationary mist lingered over Japan. Until now…

When an industry full of Gen X and Baby Boomer advisers is assigned the task of training swathes of largely millennial acolytes, there’s bound to be a few bones of contention according to Brisbane adviser Jaxon King.

A data dependent Fed will eventually need to acknowledge signs of a strengthening global economy, says Neuberger Berman. Bolts of information that sway the central bank will continue to keep market watchers on tenterhooks.

The Future Fund’s decision to take risk off the table resulted in a lacklustre return and criticism from the super sector. But advisers know the journey matters as much as the destination.

It’s up to incoming Qantas CEO Vanessa Hudson to restore the Spirit of Australia’s battered reputation after a series of high-profile trust breaches. But getting the Flying Kangaroo back on top will take some guts from the board.

Edinburgh-based Dundas Global Investors sees dividend growth, rather than dividend income itself, as the key to long-term outperformance. The numbers bear out the wisdom of that approach.

As advisers we tend to forget the incredible position in which we sit, as the stewards of client capital, with the power to determine what types of companies deserve or warrant additional investment. Our advocacy effectively provides capital to these companies to continue to grow and evolve.

From the goldsmiths who paved the way for modern currency, to the zealots pushing bitcoin’s potential, the common denominator holding up the fabric of the entire economic system is trust. But what underpins that trust?

An approved degree doesn’t necessarily make for a better adviser, but if the government wants to get the experienced pathway legislation right it must disclose which pathway an adviser took to accreditation.

The Inside Network’s Jimmy Dunn takes a good, long, drama-filled look at the latest wave of equity funds that base their investment philosophy on companies that are exclusively founder-led.