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Brilliant Investment Thinking by Advisers for Advisers.
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Six common misconceptions about inflation

Inflation has been garnering headlines throughout the world in 2022. Economists, journalists, and investors across the entire asset-class spectrum are all...

Who is selling-down Australian fundies?

The heat is on, and fund managers are sweating up a storm following heavy share price losses as the crisis in Ukraine deepens. Panicked investors have been...

Beware the power of a good story

Everybody loves a good story – investors particularly so. But sometimes a good story can lead to a crowded trade, or one that defies reality. “In...

Ruffer releases its 2022 Review

The 2022 Ruffer Review explores how turbulence lies ahead for investors as inflation volatility is set to be the biggest challenge for investors in a...

Non-ESG funds continue to dominate flows

Calastone’s latest Global Fund Flow Index, which tracks more than 500,000 buy and sell orders every month across platforms and managed funds, recently...

Rates are unlikely to rise as aggressively as current market pricing suggests

Inflation is set to rise on the back of higher oil and commodity prices, driven by supply concerns due to the conflict in Ukraine and the recent floods. This...

Why investors should learn to love the bomb

The chances of a nuclear apocalypse are allegedly higher now than during the Cold War – but from a financial perspective, investors should “largely...

The Bear Is Back, Now What?

Authors Chuck Royce, Chairman, Portfolio Manager, Royce Investment Partners Chris Clark, Chief Executive Officer, Co-Chief Investment Officer, Royce Investment...

'Shocking and frightening' invasion of Ukraine uncovers long-term opportunity

Leading Australian ethical and sustainable fund manager Australian Ethical this week offered its views on the fast-developing crisis in Ukraine. “The...

Insignia and the $9 trillion tailwind

Insignia Financial (ASX:IFL), previously known as IOOF, delivered a solid profit result last week, reporting a 79 per cent increase, hitting $117.9 million for...

Will employment levels fall as borders reopen?

The reopening of borders to international travellers over last weekend was naturally cheered as a return to some level of normality. Tourism and hospitality...