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Brilliant Investment Thinking by Advisers for Advisers.
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ASX pares losses, Healius (ASX:HLS) delivers

Volatility continues, ASX pares losses, Healius (ASX:HLS) delivers, AMP (ASX:AMP) sold off, positive morning ahead The ASX 200 (ASX:XJO) pared early losses to finish down just 0.3% on Wednesday, with oil...
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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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Water utilities – dull but dependable?

I want to discuss a water utility, which may sound as dull as dishwater - but we global real assets investors have never been averse to safe, predictable, and yes,...
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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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Market update; ASX struggles higher

ASX struggles higher, rates on hold, giant gold merger, US stocks fall The ASX 200 (ASX:XJO) struggled to a 0.3% gain on Tuesday, the energy, +2.3%, and materials sector, +1.1%,...
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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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If you can’t beat them, buy them

While the active versus passive debate rolls on, and on, across the investment world, some active managers have gone to the 'dark side', at least partially, by adding more quantitative...
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ASX update; second wave hits Europe

Financials, miners hit as the second wave hits Europe, RBA guidance, strong open aheadThe ASX 200 (ASX:XJO) fell to a three month low on Tuesday, down 0.7%. The sustained sell...
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ASX shares update; Trump bans WeChat

ASX 200 ekes out a gain, tech profit taking continues, Trump bans WeChat Global markets continued their negative trend on Friday, the ASX 200 (ASX:XJO) falling 0.3%, but managing to...
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ASX shares update; Trump bans WeChat

ASX 200 ekes out a gain, tech profit taking continues, Trump bans WeChat Global markets continued their negative trend on Friday, the ASX 200 (ASX:XJO) falling 0.3%, but managing to...
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ASX update; COVID-19 impacting Macquarie Group

Vaccine trial restart boosts markets, ASX strength to continue, COVID-19 impacting Macquarie Group A positive lead from Wall Street and news that AstraZeneca plc (NYSE:AZN) had resumed their vaccine trial...
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