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Brilliant Investment Thinking by Advisers for Advisers.
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How a year of RBA swings rewrote the term deposit market

Term deposit rates in Australia have risen sharply and spread apart. The gap between the best and worst one-year offer now exceeds 3 percentage points, and for...

In private markets, the hard part is now what you build 

Coller Capital's private wealth series explores why private markets access is no longer the challenge, and portfolio construction is. It unpacks how...

Ten managers, one verdict on ASX20 concentration

Ten active Australian equity managers agree: ASX20 concentration is distorting prices at the top of the market and widening the gap between index heavyweights...

Real yields are back, and the inflation hedge has to change

Atchison's Mishan Dahia says advisers hedging inflation through resources alone hold a concentrated bet on Chinese demand, and that three legs of protection...

Why client segmentation breaks, and how to build one that lasts

Most client segmentation models fall apart within eighteen months. Four practice scenarios show why revenue-based sorting fails, how cost-to-serve pricing...

FinCap brings in a treasury specialist to back its private markets liquidity promise

FinCap has appointed Akbar Shah as head of treasury and operations to underpin its private markets managed accounts platform, as competition grows to package...

The conservative case for resilient yield | INDepth with Jonathon Pullin from Barwon Investment Partners

Barwon’s Jonathan Pullin on ASIC’s REP 820 findings, avoiding construction loan risk and why the federal budget favours real estate credit lenders...

Space as infrastructure? The AI trade advisers keep getting half right

AI infrastructure investment is emerging as the more durable side of the AI trade. Franklin Templeton's Matthew Cioppa argues the real opportunity has shifted...

Outsource, automate or keep human: the three-way sort every advice practice needs to run

Most advice practices never deliberately decide what to outsource, automate or keep in-house. This guide sets out a working test for outsourcing for financial...

Don't sell the farm: the risk hiding in most farming wills

An equal-split will can force a farming family to sell the property just to pay departing children. Troy Armstrong explains why farm succession planning, done...

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...

Volatility is opening doors in Australian micro cap stocks

Ellerston's Jack Briggs says Australian micro cap stocks in infrastructure, industrials, and healthcare are best placed to navigate persistent inflation, with...

New Australian feeder fund arrives with 190 companies already in the portfolio

Continental Funds Group has launched an Australian feeder fund giving wholesale investors access to Warburg Pincus, a growth-focused manager with a 190-company...

How growth turns Code of Ethics gaps into liability

The financial adviser Code of Ethics gaps that stay hidden at a small scale turn into live risks the moment a practice hires its next adviser, acquires a...

Putting portfolio construction to the test at the INZ Investment Leaders Forum in Queenstown

Advisers and investment specialists from both sides of the Tasman spent two days at the Investment Leaders Forum in Queenstown, working through active...

What AI spending means for fixed income investors

Fixed interest is in its strongest position in years. But Richard Quin of Bentham Asset Management warns the AI risk in credit markets is building fast, and...