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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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...