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Brilliant Investment Thinking by Advisers for Advisers.
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Is the property boom already over?

“House prices could fall 20 per cent” read the headlines last week. Chris Joye, the founder of fixed-income manager Coolabah Capital, wasn’t...

Emerging market surprises are nothing new: Martin Currie

Reflecting on a decade of investing in emerging markets, specialist asset manager Martin Currie succinctly summarised its experience by highlighting that...

TRINAAA and why it's time to focus on risk

TRINAAA: ‘There really is no alternative at all’. What began as TINA, or “there is no alternative,” has expanded into TRINAAA. The term...

Munro doubles down on climate as search for 'structural growers' expands

Sustained strong performance has not caused complacency at global equity manager Munro Partners, which this week announced the launch of a new...

Net-zero knowledge gap no barrier to investment

What do investors really want? This is the question asked by Ninety One, an Anglo-South African asset management firm in its latest Planetary Pulse survey. The...

Pressure on advisers to sharpen crypto knowledge

Coalition Senator Andrew Bragg may have become a hero to digital asset and cryptocurrency enthusiasts in Australia and around the world. The release last week...

Inflation misdirection: why tapering won't stop the bull market

‘Inflation risk is real’. ‘Federal Reserve turns hawkish’. ‘Tapering to begin in November’. These were the headlines that...

'Buy the dip' sees record ETF inflows

Australia’s exchange-traded fund sector continued its stellar recent run, with record inflows of $2.9 billion in September 2021. Issuer BetaShares’...

Markets to grind 'lower and lower' amid paradigm shift

“We haven’t seen a secular bear market for nearly 40 years,” said Johnathan Ruffer, chairman of UK-based multi-asset manager Ruffer, in the...

Investing in a world where 'money is free'

Both Magellan (ASX:MFG) and Platinum Asset Management (ASX:PTM) have been gaining plenty of unwanted attention lately. Both their hallmark strategies are...

Don't get seduced by yesterday's returns, says Douglass

“Money makes money. And the money that money makes, makes money” – Benjamin Franklin To many, this quote likely stands out as being one of...

Tech sell-off an opportunity, not a threat

It didn’t take long to see headlines about another technology sector sell-off feed through the market. It seems like a monthly occurrence that the threat...

Recency bias in a world of meme stocks

One of the most important roles of a financial adviser is to assist investors in navigating their own ‘behavioural biases.’ The world of...

Emerging markets on 'cutting edge of global trends'

Emerging markets, but primarily China, have garnered the majority of headlines in recent weeks. Whether it was the implications of Australia’s submarine...

Why Blackrock is bullish on China

Listening to a podcast this week, it was eye-opening to hear an alternate view to the current simplistic views being espoused about markets being...

Advisers can capitalise on YFYS

Whether we like it or not, the industry super fund sector has been one of the biggest competitors to financial advisers supporting retail clients. The...