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Brilliant Investment Thinking by Advisers for Advisers.
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The answer to the Magnificent Seven’s ‘really difficult investment problem’

A huge benefit has already been realised in the price of the Magnificent Seven and it might be time to take some risk off the table instead of speculating on...

The three steps that matter for contrarian investors in the 'zero-sum game'

Contrarian investors are adept at spotting misalignment that leads to arbitrage between real value and perceived value. But it isn't easy. "True bargains are...

‘Something new under the sun’: Ruffer releases its 2024 review

The 2024 Ruffer Review explores what the rise of artificial intelligence means for investors, the murky realities of cricket, and the “thankless endeavour”...

The bubble that refuses to burst (for now)

In the first half of 2022 the market fell almost as much as it did when Europe tumbled into World War Two. Then it reversed course – and famed bubble spotter...

Foresters becomes first B Corp certified investment bond provider in Australia

For investors thinking holistically about future wealth, adding B Corp accreditation to the provision of investment and education bonds makes a compelling...

Active managers might be (relatively) more magnificent than markets suggest: GMO

Betting on mega-caps has rarely paid off for active managers, but investors who want exposure to the US market are often forced to take on massive stock...

Buffet’s ‘not-so-secret-weapon’ is a double-edged sword

Berkshire Hathaway is built to last, and probably will, with low debt levels and a vast waterfall of earnings that both insulate it against market mania and...

'Collective wisdom of the past': Foresters Financial notches 175 years

Key to the ongoing survival of Foresters, the CEO explained, has been the ability to continually reinvent its product offering over generations while retaining...

Why fund managers are smarter than you think

The current market isn’t just a poor marking stick for active investment expertise, but a dangerous one, with concentration risk at alarmingly high levels....

What economic data actually means, and what really matters to investors

Historical information may have limited value, but its ability to assist investment managers in identifying trends cannot be understated. Of course,...

Environmental reporting taking precedence over cybersecurity concerns: Perennial

The pressure of meeting a spaghetti-like network of reporting standards has forced company executives to de-prioritise cybersecurity in favour of meeting...