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Brilliant Investment Thinking by Advisers for Advisers.
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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...

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...

Don’t be trumped by the White House’s economic nostrums

Three adviser firms are telling their clients to trust their portfolio structures to ride out the current market volatility largely sparked by a looming trade...

Close your eyes, relax and enjoy the wealth

Relax, stop worrying; you’re well-off. Australian household wealth per person is now $623,000, putting us right up there with the richest in the world. Not...

How to invest as interest rates fall

So, interest rates have finally been cut in Australia. Once again, our central bank took longer than most expected to ease financial conditions for Australian...

Market concentration, macro headwinds slam active managers in 2024

In case any active managers needed reminding, asset consulting firm Frontier Advisors has confirmed that 2024 was the most challenging year for global active...

Defusing the behaviour bomb that blows up client contentment: Jonathan Blau

Dramatic market events aren't the problem for client portfolios, but the way clients react to them can be. Once New York adviser Jonathan Blau started shaping...

Capital investment can thrive through 'reglobalisation' era, despite integration crisis

Investors should keep a close eye on the new Cold War brewing between China and the US, but its outcome could still support “robust” trade and investment...