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Brilliant Investment Thinking by Advisers for Advisers.
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The race for a COVID-19 vaccine - are we there yet?

Executive summary Societies and governments around the world are looking at a COVID-19 vaccine as the panacea that will enable the world to recover, reconnect...

Retail investors smarter than you think

New retail investors entered the sharemarket in droves over the first six months of the pandemic’s impact. Contrary to widely held views, for the most...

For investing, as in racing, always hedge your bets

There have been plenty of reasons to visit a bookie recently, given the Melbourne Cup Carnival and the US election.  Financial commentators provide a rather...

The real value of financial advice is 5.2% p.a.

Delivering value in spades It has been a difficult few years for financial advisers following the Royal Commission. The Commission uncovered some long-standing...

Why the Budget was an 'F'!

Aussie fund manager gives Budget an ‘F’ for FAIL The head of the Australian wealth and superannuation manager Nucleus Wealth, Damien Klassen, has...

ESG: 'Do as I do, not as I say'

The concept of ESG has been a key driver of fund flows, but most importantly marketing strategies, in recent years. Nearly every fund manager worth their salt...

Is it truly sustainable?

“Sustainable” is a trendy word nowadays. It is thrown around in marketing campaigns like a decorative pillow, which looks good, but most of the...

IPOs and credit - overheated or heating up?

More than a sport, a financial mismatch There is an awkward, yet in many ways predictable, relationship between investors and the providers of investments. An...

Corporate governance key to performance

Calvert Institute, the Responsible Lending arm of asset management Eaton Vance, this week released an extensive analysis on the real impacts that corporate...

Emerging markets to the core

The mention of emerging markets (EM) opens up a messy vista of many complex and troublesome issues, not least in China, representing the beating heart of EM....

Hamish Douglass pours oil on troubled waters

Hamish Douglass, the CIO of Magellan Financial Group, who oversees the largest Australian-owned global funds manager and is the current darling of both the...