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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Fighting the bull

The environment has seemingly never been better for investors. After an incredible collapse in 2020 sharemarkets have staged a remarkable comeback, with the...

Getting too close to the fire

Sharemarkets, excluding dividends, are now as much as 70 per cent higher than their March 2020 bottoms. Overseas the recovery has been even stronger, with the...

Bank's market dominance facing existential challenge

Just what is China doing by limiting all kinds of activity and corporations? Many see this an authoritarian regime imposing restraint on its citizens. Yet this...

Iron ore - just the beginning, or beginning of the end?

“Iron ore remains a commodity that polarises the market” according to Ausbil’s local investment team. Among the stable of strategies is the...

Is it time to start investing in UK?

Over the past 20 years, UK corporate earnings growth has been up and down, but largely in an overall decline. This gloomy picture has stuck around....

Hidden ESG risks in popular stocks and funds

As investors put more and more money into ESG-focused products, so too are they getting more sophisticated in their selection – in both what they are...

Top of the pops

The global outlook has turned murky once again. From going into recovery mode out of lockdown, economies around the world are on alert given the high...