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Brilliant Investment Thinking by Advisers for Advisers.
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What's old is new again

The persistent era of disruptive services has its counterpart in companies considered ripe for extinction. History, however, suggests one should not be quite...

Australian Ethical hits $5 billion after 35 years

“Green-washing” and ESG may have been the most popular words in funds management in 2020, as consumers became more interested in where their...

The stage is set for an evolution in trading

The attack on short sold stocks in the past week has caused a frenzy of comments on the participation of so-called retail investors. Where this will end up is...

Iron ore banks Fortescue's hydrogen ambitions

So, Fortescue Metals Group (ASX: FMG) shareholders have learned that their company is to become a hydrogen and steel superpower. Andrew Forrest, the founder,...

Zen and the Art of Financial Advice

How do you know you need advice? Seeking advice can be a challenging endeavour for most people. It is not so much that advice is hard to find, but more so that...

Bubbles everywhere and 'risk has vanished' says Klarman

In an imaginary world, being a hedge fund investor called Seth Klarman with a fund called Baupost would be fun, based purely on unusual names, but also on the...

Being selective with IPOs delivered for this small cap expert

In a year of bushfires, cheap money, a US Presidential election and a global pandemic, investors were exposed to a rollercoaster ride of mixed emotions, panic...

Attending to your shorts

For entertainment value, and sometimes returns, little can match an activist short seller. Infamous Muddy Waters is the best example. It claims 19% per annum...

Know the companies you invest in better than any analyst in the market

This piece of advice from Zehrid Osmani, portfolio manager of the global unconstrained strategy at Franklin Templeton boutique, Martin Currie, couldn’t...

Good and bad news for IOOF

The good news for IOOF (ASX: IFL) following the battering it took from shareholders last month is that the Australian Competition and Consumer Commission...

Australian investors happier, trust advisers - PIMCO

Global investment manager Pacific Investment Management Corporation (PIMCO) released the results of an extensive survey of Australian investors this week. The...