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Brilliant Investment Thinking by Advisers for Advisers.
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Cycles, surprise and core strength: navigating the new global market order

Jonas Palmqvist, portfolio manager at Alphinity Investment Management, doesn’t waste time debating growth versus value.

The art of investing: Why fundamentals, not fashion, will win the next cycle

Paul Moore, chief investment officer of PM Capital, has never been shy about challenging market orthodoxy; and at a recent lunch hosted by The Inside Network,...

Stewarding capital through the climate age

John Woods, deputy chief investment officer at Australian Ethical, knows that investing ethically isn’t about feeling good—it’s about thinking long. At...

Starting with trade, several forces may reshape investment opportunities

Markets celebrated Trump’s November victory, anticipating a surge in mergers and acquisitions (M&A) activity, deregulation, lower taxes, and pro-business...

Once in a decade: The return of real value

Reece Birtles doesn’t see value investing as a relic. Far from it. The chief investment officer at Martin Currie Australia believes the strategy is not only...

The case against complacency: Why the S&P/ASX 200 is holding advisers back

Dion Hershan, head of Australian equities at Yarra Capital Management, doesn’t believe in sugar-coating market narratives. His message to The Inside...

The ‘magnificent’ compression: What a P/E reset means for growth investors

For several years, investors, from institutional to retail, couldn’t get enough of the tech stocks with all their promises of future growth. But now the...

The golden age for active management in Australia

At a time when the asset management industry seems to be gravitating inexorably toward passive investing – with low-cost ETFs pulling in record inflows and...

Head-to-head: ESG integration versus ‘impact investing’

ESG integration and ‘Impact investing’ are often seen as similar, but there are crucial differences that must be well-understood before two approaches can...

Harnessing the power of improvement on the ESG continuum

In an era of volatility and heightened societal that influence the sentiment toward sustainable investing, Grace Su, Portfolio Manager at ClearBridge...

The dead parrot of financial planning

In Monty Python’s famous Dead Parrot sketch, John Cleese tries to return a clearly dead parrot to the pet shop, but the shopkeeper insists it's “just...