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Brilliant Investment Thinking by Advisers for Advisers.
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Turbulence ahead

After months of fretting about soaring inflation, markets are now fully in recession-fear mode.

Suncorp to demerge its banking arm

Suncorp Group (ASX:SUN) is planning to offload its banking business to that it can better focus on its main business, its insurance arm, in an attempt to...

Supply-side remains the biggest contributor to inflation

After years of benign levels of inflation, the "beast" as it is known, reared its ugly head once again in April 2021, just as the world was emerging from the...

'Wonderful opportunities' lie ahead of bond market volatility: JCB

Charlie Jamieson, co-founder and chief investment officer at Jamieson Coote Bonds (JCB)spoke recently at Praemium's  Key Market Drivers event, blaming much of...

Navigating geopolitics in an uncertain world

As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in...

Aggressive Fed increases risk of policy error: Clearbridge

As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in...

Fires, floods, pandemic, war - what comes next?

In a recent blog post, Joseph Koh, portfolio manager of the Schroder's Australian Equities Long-Short strategy, compared the current market environment to the...

Which ASX sectors will succumb to inflation?

According to Morningstar, an Australian recession is possible but highly unlikely. It thinks the Australian economy is "in great shape," with low unemployment...

Investing beyond the pandemic

"Recession? Who knows? We're not bearish, especially with our value style of investing. It's bit of war like scenario. After the war's over, we get inflation...

Headwinds and tailwinds - beneficiaries of new EM landscape

Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent...

Hit to banks to come from higher rates

Following the Reserve Bank of Australia's decision to increase the cash rate by 50 basis point this month, the big banks have quickly raised interest rates on...