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Brilliant Investment Thinking by Advisers for Advisers.
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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.

Analysts tip May rate rise as inflation soars to 21 year high

Several economists are now expecting the central bank will raise interest rates next week given a jump in inflation to a 21-year high of 5.1%, which would be...

Going against "the nirvana people are expecting"

“If you ask 100 engineers how much steel and concrete are required to build a bridge, and 99 engineers say x amount of steel and y amount of concrete,...

Did Russia expose ESG?

“I believe that ESG is, at its core, a feel-good scam that is enriching consultants, measurement services and fund managers, while doing closer to...

Is the next recession far away, or right around the corner?

The latest US non-farm payrolls figure saw a rise of 431,000 jobs in March. Despite being a touch below expectations, the 1.7 million rise in jobs for the...

Smart money caught out on Russia exposure

Industry-leading finance data and research consultancy bfinance this week released the results of its “snap” What are investors thinking now? study...

Pricing power is the only counter to inflation pressures

‘A thief in the night’ was the title of Stephen Hayes’ session at last weeks’ Equities and Growth Assets Symposium hosted by The Inside...