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Brilliant Investment Thinking by Advisers for Advisers.
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Whisper of tailwinds blowing as inflation soften: Neuberger Berman

While still high, inflation in developed economies is showing signs of slowing down according to New York-based investment management firm Neuberger Berman,...

Central banks face a no-win situation: Ruffer

They can either tighten policy to squash inflation or ease to prevent financial contagion, but there's no right answer for central banks according to Ruffer's...

'Hopefully, there isn't much more pain to come': AMP's Mousina focusses on big picture

AMP recently promoted senior economist Diana Mousina to a new role, deputy chief economist, in recognition of her achievements and succession path. Like other...

Australia's growth prospects darken as world enters 'perilous phase': IMF

With rising financial stability risk complicating the already uncertain outlook for global economies, the IMF warns a hard landing is becoming more likely,...

Don't fall in love during the 'slow, grinding bear' economy

The current economic cycle is too changeable to set any portfolio to autopilot, according to Mason Stevens' Jacqueline Fernley. Counterpoints to conviction are...

Australian Ethical dumps Lendlease over koala habitat concerns

The ethical money manager says Lendlease failed to provide information required to independently assess the impact of its planned development in Mt Gilead, an...

For investors seeking value, cheapest really is best

Value stocks have been big outperformers over the past three years, especially those in the cheapest part of the market, says Schroders' Simon Adler. To avoid...

Dividends down in 2023, but energy, bank shares still paying big

Although more Australian companies are paying dividends in 2023, many have reduced payouts, with the year-to-date total slightly behind 2022's figures,...

As energy transition gains urgency, ethical investing sees its moment

The clean-energy transition represents a huge opportunity for investors to earn good returns from investments that have a positive environmental impact - and...

Professionalism in advice is worth protecting: Andrew Hewison

From labouring on snowy London mornings to seeing clients through the carnage of the GFC, Andrew Hewison has seen off more than a few challenges. But there are...

AMP's Oliver sees silver lining in bank failures

The uncertainty now blanketing the global banking sector adds to the risk of recession, but it comes with a silver lining, AMP's Shane Oliver told The Inside...