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Brilliant Investment Thinking by Advisers for Advisers.
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Proceed with caution in emerging markets

Investing in emerging markets is a bit like making a soufflé: it's a courageous undertaking fraught with the risk of things not working out as hoped. EM...

Will business and consumer confidence converge?

Global consumer and business confidence have diverged, a trend that started in 2018. It is otherwise pretty rare, only occurring two other times over the last...

Phony competition inducing consumer paralysis

Do you think you are paying more than you should for energy, banking, insurance, internet and phone services? You are not alone, and you are probably right.

Taking ESG beyond impact investing

For fixed-income investors, understanding environmental, social and governance (ESG) factors - as they are financially material to performance - has proven to...

New Zealand's search for an alternative to GDP

Last week's wellbeing budget in New Zealand was based on the Livings Standards Framework (LSF), a set of wellbeing measures that include cultural identity,...

What Tversky and Kahneman Could have Told Shorten

The Australian Labor Party's 2019 election campaign showed a depth and breadth of economic policies rare for an opposition party to present. Its policy agenda...

Developing Alternatives to GDP

As the federal election approaches, we’re expected to drown in slogans like “lower taxes”, “wage growth”, “franking credit...