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Brilliant Investment Thinking by Advisers for Advisers.
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ASX back near 14-month high with 0.6% gain

RBA holds rates, property lending boom, Seek upgrades guidance, retail recovery on track It was another green day on the market with the ASX200 (ASX:XJO) adding 0.5% on the back of the...
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ASX ends slightly higher at fresh 13-month high

ASX struggles to another record, Sims upgrades guidance, lithium giants to merge The ASX200 (ASX:XJO) struggled to another record close, finishing just three points higher as a sell off in the energy...
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Tech stocks now defensive, growth stocks becomes value

Stylistic investing, or the concept of separating companies into arbitrary buckets due to their perceived growth, value or defensive characteristics, tends to dominate discussions these days. Fundamental research and the...
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ASX in weekly gain as travel sector gets a boost

ASX gains on travel boost, inflation expectations tempered, but confidence key The ASX200 (ASX:XJO) finished the week strongly, adding 0.8% on Friday, enough to deliver the second straight week of gains. Stimulus...
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ASX ends flat despite flying travel stocks

ASX falls flat, travel stocks on fire, more disruption in energy sector  The ASX200 (ASX:XJO) once again failed to capitalise on a strong US lead, finishing the day flat. Once again, dispersion...
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ASX to lift as US tech stocks jump

ASX stronger, Greensill risk expands, Vocus (ASX:VOC) deal confirmed  The ASX200 finished 0.5% higher in a mixed day for the market, with the IT and materials sectors remaining the primary drags on...
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ASX200 slide continues

ASX200 slide continues, tech darlings under pressure, Altium (ASX:ALU) revenue falls, weaker open ahead The ASX200 (ASX:XJO) couldn't hold sustain early gains, falling another 0.3% on Tuesday with the financial sector the...
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Santa rally continues

Santa rally continues, all eyes on financials, Rex Airlines (ASX:REX) gets approvedThe ASX200 (ASX:XJO) finished 0.7% higher after a positive overseas lead, with every sector finishing higher. Attention once again turned to...
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Managers prepare for market shift

While the big tech stocks have driven global as well as US share market growth for several years, questions are emerging about how long this will last; and where do...
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Chris Cuffe’s top 10 lessons revisited

Chris Cuffe first let the industry know, in 2015, what his 10 biggest lessons from years at the top in funds management were. He revisited and updated the list in...
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Tech vs. valuation

With the end of the month comes another round of investment manager portfolio updates. This week we move our attention to tech company valuations, with the Nasdaq 100 down close...
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Aussie tech stocks shine

If clients are seeking advice on where opportunities are in the Australia share market, they should not overlook a group of Australian technology stocks that withstood the pandemic and have...
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