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Brilliant Investment Thinking by Advisers for Advisers.
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Climate change, COVID travel and the law of large numbers

Covid and COP26 may not seem like a natural pairing beyond their headlines and emotive reactions they induce. Yet there are long-term investment consequences...

Inaugural Impact report offers roadmap for greater adoption

Investment markets have a reputation for being ultra-competitive, with the concept of a zero-sum game meaning one investor’s loss is another’s...

Has the RBA lost credibility in the eyes of the market?

The RBA said it has little choice other than to scrap its yield curve control policy in targeting a 0.1 per cent yield on the April 2024 government bond. RBA...

Prepare for 'unfamiliar terrain' says PIMCO

“Investors should prepare to navigate unfamiliar terrain as the macro-economic landscape undergoes dramatic transformations over the secular...

TRINAAA and why it's time to focus on risk

TRINAAA: ‘There really is no alternative at all’. What began as TINA, or “there is no alternative,” has expanded into TRINAAA. The term...

'Act of faith' central to active management decision

An enduring question is whether one can identify a fund manager that can deliver outperformance relative to the index. Even before ETFs become the alternative,...

Net-zero knowledge gap no barrier to investment

What do investors really want? This is the question asked by Ninety One, an Anglo-South African asset management firm in its latest Planetary Pulse survey. The...

Advice clients seeking growth, not "risk aversion"

Choose your words wisely Communication is one of the most important tools we have. It gives us the ability to exchange information with each other, it forms...

Inflation misdirection: why tapering won't stop the bull market

‘Inflation risk is real’. ‘Federal Reserve turns hawkish’. ‘Tapering to begin in November’. These were the headlines that...

Markets to grind 'lower and lower' amid paradigm shift

“We haven’t seen a secular bear market for nearly 40 years,” said Johnathan Ruffer, chairman of UK-based multi-asset manager Ruffer, in the...

Compromise is required in adaption to ESG

Don’t tell your young folk; but being good is hard. One can “veneer” an ESG, sustainable, ethical or any-nomenclature-one-likes approach, and...