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Brilliant Investment Thinking by Advisers for Advisers.
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Not the GFC, but investors are 'career-ing' into liquidation

It isn't 2008 all over again, but dismissing the broader risks of SVB's demise would be a mistake for investors, writes Ruffer CIO Henry Maxey.

Credit investing more art than science

What worries Harry Sugiarto most about the current investment environment is the possibility that he doesn't get a chance to fully exploit the opportunity it...

Cyber security now the number 1 ESG concern across ASX companies: Perennial

While greenhouse emissions and diversity remain key issues, the spate of cyber breaches seen in 2022 has made cyber security the number one ESG issue.

Why we don't invest in Afterpay: Australian Ethical

The ethical investment house believes consumer credit can be positive for society if it is used to buy useful items. But companies like Afterpay focus on...

'There's a chance that we can do this' - Lowe sticks to narrow path

Australia can still avoid a recession, RBA Governor Philip Lowe told Parliament in dual grilling sessions in Canberra - while he was keen to remind the country...

'Powerful contraflows' will keep inflationary waters choppy: Ruffer

It is perfectly possible that some inflationary measures fall back through zero, and prices actually deflate in an odd month, says Ruffer chair Jonathan...

Adani attack puts focus on valuation concerns - and activists' motives

An explosive report by activist short seller Hindenburg Research led Adani Group to shelve a planned US$2.5 billion equity sale and wiped $120 billion from the...

Soft landing possible for Australia after more rate pain: IMF

While avoiding recession is possible, the continuation of restrictive macroeconomic policies for the near term is needed to fight inflation, according to the...

Big four set for strong year as profits jump amid wild share price swings

Analysts agree Australia's big four banks are entering 2023 from a position of strength as they pass on rising interest rates to borrowers. Headwinds remain,...

All bets on Nvidia as AI tools gain popularity

While advisers are not yet seeing substantial client demand for semiconductor and chip stocks, the popularity of the AI chatbot ChatGPT has highlighted...

High quarterly CPI print complicates inflation outlook

Highly anticipated new consumer price data showed the inflation rate in Australia hit its highest level since 1990 in the December quarter. But analysts are...