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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Index manager takes out Morningstar's Manager of the Year

Investment research firm Morningstar announced the winners of their 2022 Fund Manager of the Year this week. Last year the big names included Hyperion Asset...

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...

US, Euro inflation to drop sharply in 2022

Inflation has remained in the headlines through February and will likely continue to do so throughout the remainder of the year. Yet whilst the headlines...

Value managers top equity fund redemptions in 2021

Morningstar has released an interesting report that looks at a market metric that is often overlooked – fund outflows. Why do fund flows matter? They...

The challenge of consensus for financial advisers

Most financial advisers have likely been inundated with phone calls in recent weeks as markets took a negative turn following another prosperous year for...

January's volatility only a "light shower": Talaria

“Don’t ask yourself if it’s going to rain, ask yourself if you have an umbrella, in case it does,” says Hugh Selby-Smith, co-chief...