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Brilliant Investment Thinking by Advisers for Advisers.
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Banks present savvy value play through crisis fears and tech frenzy

The global banking system has proven both resilient and lucrative for investors since it seemed to teeter on collapse just over a year ago. The turnaround...

Brigid Asquith-Hunt and the language of legacy in financial advice

Making a connection is at the heart of any financial adviser's value proposition, the consultant says. But to do that, the right language must be leveraged to...

ESG in action: How investment teams are funding research and leaning on laggards

Getting to net-zero by 2025 will require an enormous shift of capital. This can only happen if groups with leverage apply pressure to financial services...

'Very sad': Tech market concentration just like internet bubble, Pzena says

The disconnect is not about the big technology companies themselves, the famed value investor believes. It wasn't in 2,000 and it isn't now. The disconnect is...

'Macro distraction' is why fundies don't perform: PM Capital

Of all the reasons fund managers get outperformed by the benchmark, Paul Moore explained, the clearest is that they get distracted by macro issues that aren't...

First Sentier withdrawal just the tip of the iceberg for struggling fundies

First Sentier’s decision to close a number of strategies and pivot towards private markets handily illustrates the pressures facing the Australian funds...

How we invest: The companies and sectors that Australians love to buy and sell

While financials and materials dominated trades leading into 2024, the popularity of other sectors like healthcare and information technology followed...

‘No pain, no gain’: Marks on the investing game of chess

Good investing requires real sacrifices, according to Oaktree’s Howard Marks, but you can’t expect to be compensated just for making them.

Expectations matter, and the market's 'big fluffy toys' have set a historically high bar: Orbis

Valuations at the top end of indexes are sky high, but with that comes inflated forecast earnings. For savvy investors, it may be time to rotate towards more...

Can banks... be good? Why ethical investors don't automatically shun the big financials

The banks may not be perfect, but their collective role in facilitating a developed ecosystem, combined with the leverage they have through lending and capital...

The answer to the Magnificent Seven’s ‘really difficult investment problem’

A huge benefit has already been realised in the price of the Magnificent Seven and it might be time to take some risk off the table instead of speculating on...

Trailblazing deep tech investors dig into fourth NZ fund

The NZ science and technology investors are onto their fourth fund, which is shaping up as their biggest yet. Savvy investment and active ownership have been...

US tech stock concentration narrative needs perspective: Claremont Global

You don't need to be a tech stock advocate to understand the importance of looking beyond the headlines and the hype, creating your own narrative based on...

The three steps that matter for contrarian investors in the 'zero-sum game'

Contrarian investors are adept at spotting misalignment that leads to arbitrage between real value and perceived value. But it isn't easy. "True bargains are...