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Brilliant Investment Thinking by Advisers for Advisers.
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Investing for a Carbon-Free World: What Investors Want

The survey of more than 6000 individual investors (investors) across ten markets (UK, Germany, Italy, Denmark, Sweden, South Africa, Singapore, Hong Kong, US,...

Record managed fund flows in September quarter

The largest global funds network, Calastone, has reported record new capital inflows into managed funds in Australia during the third quarter. Australians...

Ox sees silver lining in emerging markets sell-off

While the worst of the September-October sell-off in emerging markets is probably over, the sector is still in a tailspin. But the best thing about starting...

Emerging markets on 'cutting edge of global trends'

Emerging markets, but primarily China, have garnered the majority of headlines in recent weeks. Whether it was the implications of Australia’s submarine...

Chip shortage to extend into 2024: Gavekal

Gavekal Asia’s research analyst Vincent Tsui released a report titled, ‘The never-ending chip shortage’ which talks about the grim reality...

September curse strikes, correction talk grows

September has historically been a bad month for markets, and it could be about to get worse. But then again, talk is cheap. Everybody in equity markets knows...

ESG - investing for impact is more art than science

ESG is now a required mantra. The most unusual funds claim this status even if they include gambling, governance recalcitrant or those with socially...

Valuing the bleeding edge

With all this talk of disruptors, it’s hard to figure out what any of them are actually worth. Less, is the prevailing wisdom. You won’t find many...

Looking beyond a rising market

Many investors have benefited from surging asset prices over the past 12 months, but the question they should ask is whether the rising tide has lifted all...

The devil is in the detail

BHP has been the most talked-about company in recent weeks, for both good and bad reasons. Investors had first to digest the massive merger deal with Woodside...

Responsible AUM grows 30 per cent, leaving market behind

As covered in Ishan Dan’s article here, the Responsible Investment Association of Australia (RIAA)recently released their Benchmark Report for 2021. It...