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Brilliant Investment Thinking by Advisers for Advisers.
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Grumbles over Evidentia deal highlight growing pains in the rise of asset consultant cohort

An evolutionary leap in the retail investment product landscape is taking place, with asset consultants displacing financial advisers across rich corners of...

Online investment dives as novice investors shy away from platforms

The continuing decline in online investment can be traced back to a few developments, but it must also sit alongside a reminder that usage peaked dramatically...

Value matters: Mid-cap market ready to take off as top end gets heavy

Historically, periodic outperformance by a cohort of stocks linked by sector or region – often with a catchy moniker – has been a mainstay. As has that...

Economic and political policy key to mitigating future financial risk: Allspring

Biodiversity is under rising threat around the world, with potentially disastrous economic and social consequences. Investing in programs that manage and...

The OG investment researcher: Rob da Silva on gorillas, conflicts and what advisers really want

Rob da Silva didn't plan a career in research, but a confluence of events led to an early career switch away from pure funds management. The research sector...

The dangers of being too passive

Investors may be in love with the 'magnificent seven' technology stocks, yet the top end of the stock market is notoriously volatile. That's worth noting for...

Value investing's true believers reap the greatest benefits: Pzena

Investors may find themselves gravitating towards 'value-light' or indexed versions of a genuine value investment strategy, Pzena says, but both are likely to...

Zero-rate anomaly won't be repeated: Marks

Interest rates aren’t going back to what the current generation of investors consider ‘normal’ anytime soon, according to Oaktree’s Howard Marks, and...

Advisers beware: Social issues the new ESG frontier

Financial stewards need to cast a broader eye over the stance companies take on social issues like The Voice and the Israel/Palestine conflict. Community...

For performance and impact in ethical investing, conviction is key

Ethical investing is rightly associated with driving change for people and the planet, but because it's about being highly convicted on long-term themes, it...

‘The stock prices will follow’: Earnings key to big-picture portfolios

Understanding how macroeconomic changes may affect companies' earnings profiles is key to Ausbil Investment Management's top-down approach, which lets the fund...