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Brilliant Investment Thinking by Advisers for Advisers.
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Semi-Loved and Semi-Understood - but Semiconductors Rule

Semiconductors would have to be one of the most pervasive and critical pieces of technology in our daily lives – but they are usually not thought about...

The power of engagement

Investing to improve lives  is the mantra of Martin Currie, one of the world leaders in ESG investing. This annual report reviews the year that was...

The path to recovery

According to global asset manager Franklin Templeton there is no historical comparison for the magnitude of aggregate demand that is currently being...

Eaton Vance

Gender diversity delivers benefits: ESG consulting group, Calvert, undertook extensive research into the impacts of female leadership in large companies....

Q2 Global Outlook

The COVID-19 recovery is looking more U than V-shaped as hoped, according to Western Asset Management. That said, lockdowns will act only as a disruption to a...

Gaps in ESG investing

Most fund managers or asset owners you may question to about ESG have probably stated that they are a signatory of the UN PRI at the very beginning of the...

Inflation: From simmering to a boil

Inflation is an age demographic phenomenon; ask anyone with a vintage pre 1980s’ versus the younger set. To a lesser extent is inequality. The case for...

REA versus Domain

It's hardly a fair comparison, is it? To put REA Group alongside Domain Holdings?

Where do we go now?

The eye of the beholder More than ever, one considers prospects from the domain within one resides. Locally, we in Victoria naturally have a bleak view...

Is this the one stock that will come out of COVID-19 stronger?

The ASX 200 Index hit a high of 7,197 points on the 20th Feb before falling all the way down to 4,402 points on the 23 March 2020. A 38% drop from top to...

Lockdown 2.0 - How the second wave will hit markets

Just when you thought it was over. Coronavirus strikes again.