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Brilliant Investment Thinking by Advisers for Advisers.
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Senior secured debt reaps rewards in inflationary environment

One part of the market that is benefitting from inflation and interest rate increases is private debt; senior secured loans, in particular, have returned 4.8...

Client promoter scores linked to heady investment returns

Companies that win the advocacy of their clients have a remarkable ability to increase their own value according to research from the people who invented net...

Record global debt spawns ruptures in financial markets

Our record US$350 trillion global debt - the equivalent of 3.5x global GDP - has "tentacles across the world", says Simplicity author Danielle Ecuyer....

More upside predicted for ASX-listed thermal coal companies

Three of the top four performing companies in the S&P/ASX 100 over the past year operate thermal coal mines, which points to remarkable structural imbalance in...

Financial stress underlines need for better advice model

Many have seen the value of their superannuation, property and share portfolios fall over the past six months, which has only highlighted the need for quality...

Interest rate hikes won't be felt until December

Higher rates are leading to property prices rolling over and investors rushing for the exits. As ever, though, in times of pressure loan serviceability remains...

Earnings season: ASX profits boomed by 56pc

A dramatic reporting season saw over 40 per cent of companies surprise to the upside, less than 30 per cent disappoint and a third fall in line with...

Navigating volatility worth the prize

With so much negativity circling, one would assume that the market is likely heading lower or treading water at best. Wrong.

Reporting Wrap: CSL, Redbubble & Magellan

Earnings season is in full swing, with companies providing results from FY22 and outlooks for the year ahead. Here we summarise recent results of three popular...

What are McDonald's, Google and LVMH telling us about the economy?

Some of the world's biggest companies including Mcdonald's, Alphabet and LVMH released quarterly earnings last week. Here are four takeaways for investors.

BofA fund manager survey suggests markets could bounce

Chief Strategist Michael Hartnett at Bank of America (BofA) comically titled the July fund manager survey "I'm so bearish I'm bullish".

Consumer, business confidence sink as inflation bites

Tuesday provided a dour outlook for the Australian economy as inflation continues to dent consumer and business confidence.

Ray Dalio: "Reducing Inflation Will Come at a Great Cost"

Legendary investor Ray Dalio has warned against believing all will be well if central banks simply increase interest rates to get inflation under control.

Here's how private equity is conquering the ASX

Private equity is eating the ASX alive. Nearly every other month there is another billionaire dollar private equity approach of an ASX company.