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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Vaccines to the rescue, says Atchison, but how much optimism is baked-In?

Asset consultancy Atchison Consultants expects 2021 to be a “recovery year” on global markets, based on the prospects for the COVID-19 vaccines...

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...

The world after COVID-19

As the year from hell winds down around the world, an influx of 2021 outlooks have flooded adviser inboxes around Australia. Most should be taken with a grain...

Finding the next Amazon

Every fund manager talks about finding the next Amazon, Facebook, or Google, but very few are able to do it consistently. In fact, a broad majority of global...

Quality rules the value vs. growth debate

It’s the age-old battle, “value” versus “growth,” that seems to still polarise market participants and populate columns of the...