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Brilliant Investment Thinking by Advisers for Advisers.
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Digital divide exacerbated income inequality during pandemic

According to US$3.3 trillion ($4.3 trillion) asset manager, Fidelity International, companies with strong ESG characteristics outperformed in 2020, and should...

Hamish Douglass sees signs of 'speculative frenzy' amid FOMO-driven markets

Hamish Douglass this week presented his ‘The Year of Living Dangerously Webinar’, to thousands of investors and followers across the country. There...

GameStop saga invites scrutiny of brokerage practices

Groups of amateur investors that gather on social media forums such as Reddit have organized to buy stocks and options in companies with high short interest...

Bubble mania - The cause and solution

It’s not hard to find commentary about market “bubbles” on a daily basis, where you can take your pick on traditional bond prices, property,...

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...