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Brilliant Investment Thinking by Advisers for Advisers.
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Stagflation looming amid the new market regime

That nasty word keeps popping up. Stagflation. And it’s a worrying sign of things to come. Expectations for future price increases have suddenly gone...

"Plentiful opportunities for investors" despite forecasts - JP Morgan

Post-pandemic, the global economic recovery has been effective, buoyed by strong government stimulus, both fiscal and monetary. While most of the world...

As Omicron shakes the market, was Hamish Douglass right?

Magellan Financial Group (ASX:MFG) and its founder Hamish Douglass have been a lightning rod for investors, analysts and the media in recent months. After over...

ESG integration is like 'putting sugar in your tea

ESG may well be the most commonly used term in financial markets today, replacing growth, or quality in pitchbooks the world over. However, growth in...

'Persistent inflation and rising volatility ahead' - Franklin's Desai

“To work, or not to work” was the title of Franklin Templeton’s Chief Investment Officer of Fixed Income, Sonal Desai’s latest white...

How investing in the SDGs mixes good causes with great returns

The UN’s Sustainable Development Goals have captured investors’ imagination as a means of helping society while also capturing decent returns. And...

The only prices that matter for investors

If you are an avid reader of the daily financial press, you could be forgiven for thinking that inflation is here to stay and that its time to stock-up on...

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...