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Brilliant Investment Thinking by Advisers for Advisers.
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Rate hike 'changes the journey not the destination'

The Reserve Bank's decision to hike interest rates by more than 50 basis points, double that predicted by the majority of economists "changes the journey, not...

A transformational alternative future for AGL

Leading responsible investment manager, Australian Ethical, this week highlighted the unique challenges facing investors in a response to the events at AGL...

Twelve Ukraine-driven disruptions that are set to change the world

The Russia-Ukraine war has seemingly moved from the headlines in most of the developed world, with most attention now being paid to the challenge of a jump in...

Banking sector remains strong, but crypto, housing challenge grows: APRA

The chair of the Australian Prudential Regulation Authority (APRA), Wayne Byres, spoke at the recent AFR Banking Summit on the current state of the Australian...

EV, media and cyclical tech among Capital's top tilts

Investment director at Capital Group, Matt Reynolds, outlines four uncertainties that are influencing equities markets at the moment.

'Hold your view lightly': GQG on Russia, ESG

Everybody wants certainty, but it's the one thing in short supply in markets today.

Level of managed funds dips from record high

Australia's managed fund industry shrank in the March quarter of 2022 from the December 2021 quarter to $4.48 trillion

House price weakness may limit rate rises

The central bank expects house price growth to ease this year and house prices are already falling in Sydney and Melbourne; economists expect that price...

Rate hike cycle overestimated: Franklin's Canobi

Whilst there are growing signs that inflation is moderating around the world, whether in the US, UK or Australia, some 125 of the world's central banks are...

'Green' trading evident in broker volumes

AUSIEX, one of Australia's leading wholesale brokerage firms, this week highlighted the growing popularity of ESG and sustainable investment trades.

Global funds drive capital flows in 2022

It's been two years since Covid-19 reared its ugly head, sweeping fear and panic across global markets and forcing central banks to release massive amounts of...