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Brilliant Investment Thinking by Advisers for Advisers.
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Australian 'green' mining boom a pipeline dream as gas, coal funding soars

The Australian mining and energy sector drew a significant increase in investment in 2022, but a hoped-for green mining boom is currently a fantasy, with gas...

Bringing performance into context after a shocking 2022

Australia may have fared better than its international peers, but markets still took a pummelling in 2022 with traditional safe havens and equities alike...

The real value of an outrageous prediction

Pandemics, invasions and the return of inflation. If the last few years have shown investors anything, it's that outrageous predictions can often be anything...

Australian executives optimistic despite recession fears

A recent survey shows 74 per cent of Australian business leaders expect profits to increase in the year ahead, despite a still-challenging outlook and sticky...

From engagement to divestment: Woodchip mill saga a microcosm of ESG's global path

Being independent used to be enough to attract new clients, says Wattle Partners' Drew Meredith. Today, they are increasingly demanding alignment with their...

Inflation peaking, but 'conflicting forces' keep rebound at bay: Sage Capital

Green shoots of relief from central banks will take some time to filter into the economy due to a confluence of factors according to Sage Capital.

Higher rates biting into household wealth, with more pain to come

Household wealth in September recorded its third largest quarterly decline since the Australian Bureau of Statistics began keeping records in 1989. And wealth...

The biggest advice and investment stories of 2022

The release of Michelle Levy's preliminary advice review recommendations topped this year's most read stories, yet the proliferation of well-read articles that...

The truth about ESG: Australian Ethical

What investors often misunderstand is that despite having 'environmental' in its description, ESG integration screens often don't exclude companies that damage...

Ruffer and the art of bubble spotting

Sir Isaac Newton was one of the greatest scientists in history; he founded classical mechanics and the law of universal gravitation. For all that, he lost his...

Consumer sentiment down, spending still climbing as rates, inflation bite

With inflation, interest rate hikes and other economic stress weighing heavily on Australian households, key recent data show consumer sentiment approaching...