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Brilliant Investment Thinking by Advisers for Advisers.
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'Anomalous' short-term underperformance of EM set to reverse

"Have we really thought about the investment implications of a world in which inflation is persistent?" That was the question posed by Dr Joseph Lai of Ox...

Policy important, but consumer preference key to sustainable returns

"We have seen a monumental shift in the way consumers act in recent years" explained Emilie O'Neill of Perennial Better Future

From Covid to conflict, the issues set to drive markets

From Covid to conflict, all it took was just a few weeks for the market to shift its attention to the unfolding crisis in Ukraine and away from the pandemic.

The gathering storm

China's bid for global power, climate change and the transition away from fossil fuels are three of the defining megatrends of our time.

The ethics of retail

The last few years have seen both massive opportunities and challenges for ethical and ESG-focused investors.

Evergreen's index update: Responsible managers lag in March quarter

Independent investment consulting firm, Evergreen Consultants, has released findings on the performance of green Australian and international equity funds that...

Fertility rate set to rise, bond yields with it

Aging populations are putting strain on pension and health care systems and the Covid-19 pandemic, by causing people to delay births and pushing up the number...

Inflation more nuanced, so what's the likely path for rate hikes?

The Reserve Bank of Australia officially joined the hiking party this month, and while the implications for Australian homeowners and businesses is important,...

Outlook for Australia 'favourable' compared to ROW: Chronis

The VIX Volatility Index or Fear Index hit a 52-week high of 38.94 last week after $65bn was wiped off the Australian share market.

Don't believe the inflation hype

From the outset, it is important to highlight that I do not disagree that interest rates should be higher than the current 'emergency' settings by the Reserve...

In-house scoring the future of ESG

ESG investing and everything that comes with it have grown in both popularity and importance in recent years.