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Brilliant Investment Thinking by Advisers for Advisers.
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Analysts see merit in Perpetual bid

Asset manager Perpetual has made a bold $2.4 billion takeover bid for asset manager Pendal, which it says would create a “leader in the Australian asset...

The Ukraine invasion is having a surprising impact on the climate challenge

With the pandemic in the rear-vision mirror and reporting season over, the crisis in Ukraine has become an ongoing market concern that is creating uncertainty...

Aussie wealth surges to fresh high as asset values soar

Australians are the richest they have ever been, with household wealth jumping to a record $14.68 trillion in the December quarter of 2021, a rise of 4.5 per...

Do investors face a crowding of green risk?

Following-on from the COP26 meeting last November, there has been a tectonic shift towards “green” asset investments to ensure that the (voluntary)...

Managed Accounts FUM climbs with asset markets

Funds under management (FUM) in managed accounts jumped in the second half of 2021, with continued growth expected in 2022 through more volatile asset markets,...

Population of ultra-wealthy surges worldwide

Last year’s global economic rebound, combined with increases in the prices of shares and property, have boosted the number of ultra-wealthy people...

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...