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Brilliant Investment Thinking by Advisers for Advisers.
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Super funds back to breakeven – the members?

Superannuation research house Chant West released their latest update on the performance for the September quarter. Industry groups quickly jumped on the news highlighting the fact that "nearly eight months...
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ESG: ‘Do as I do, not as I say’

The concept of ESG has been a key driver of fund flows, but most importantly marketing strategies, in recent years. Nearly every fund manager worth their salt has a well-written...
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Growth managers continue to shine

It's been a while since "value investing" made sense: the style has suffered a dreadful stretch of performance since the 2008 financial crisis. The 'Warren Buffett' mantra of buying low...
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Governments hurt pensions adequacy

Australia has slipped from third place in the world rankings for adequacy, sustainability and integrity of our super system to fourth place, being leap-frogged by new entrant Israel. The impact...
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To syndicate or not to syndicate?

If you are looking for one word to describe 2020, 'volatility' would seem to fit the bill. Every aspect of our lives, whether it be financially, socially, or work, has...
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Hamish Douglass pours oil on troubled waters

Hamish Douglass, the CIO of Magellan Financial Group, who oversees the largest Australian-owned global funds manager and is the current darling of both the wholesale and retail investor sectors, is...
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Will $5.20 Fill the Missing Link?

Shareholders of Link Administration Holdings (LNK), which provides services to the funds management and superannuation sectors and runs the share registry for many of the S&P/ASX 200 companies, have become...
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Thinking ahead – ASX MedTech leaders

Here's the fourth instalment of our series on the fascinating ASX cohort of medical device developers. ImpediMed (IPD, 8.1 cents)Market capitalisation: $83.8 millionThree-year total return: -52.7% a yearAnalysts' consensus target...
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Riding for charity with Invesco

Like everyone, Eben Bowditch, head of sales at Invesco Australia, was trying to navigate the abnormal and difficult times of the COVID-19 pandemic and wondering about the wellbeing of others....
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Q&A with Fabio Ferro

This week we had the pleasure of speaking with the exceptional Fabio Ferro, Director of Scala Private Wealth. Specialising in investment advice for high-net-worth families, Fabio is an avid writer...
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Can Trump pull a Bradbury?

Before last week's positive COVID-19 test, there was little doubt President Trump was on the comeback trail. Amid signs of an economic recovery, positivity around hopes for a vaccine, and...
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Integrity Life raises $43 million

Integrity Life secured $43 million in their recent series B round of funding. There was a strong interest in the raise, that took place before and during COVID-19. Given the...
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Q&A with IPO hopeful, Gefen

This week we interviewed Co-founder and Co-CEO Orni Daniel from Gefen Technologies, an Israeli-based digital distribution platform that has been initially aimed at Australia's insurance market. The company is looking...
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Winning in a “K-Shaped” Recovery

The S&P 500 Index reached a historic high on February 19th of this year, only to break that record less than six months later. On its face this sounds reasonable,...
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Stonehorn: fear = opportunity

They say that the first year of a new business is the hardest. Although there were moments when it felt like it might be, it hasn't turned out that way...
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Precise Risk in Imprecise Markets

There are probably few things more certain to glaze the eyes of investors than discussing risk-adjusted returns or efficient frontiers, never mind Sharpe ratios and the like. To be transparent,...
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Woolies, Link Admin, Ramsay & Afterpay

Pandemic tailwind to flow into 2021 for Woolies Woolworths Ltd (ASX:WOW) delivered a weaker than expected result, despite a 6% increase in revenue to $63.6 billion for the financial year....
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