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Brilliant Investment Thinking by Advisers for Advisers.
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'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.

Small caps come into focus as concentration risk pervades major markets

The historic outperformance of big tech stocks in the US may look like a global outlier, but many developed markets (including ours) have high levels of...

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...

Leading the pack in 2024: High-yield income funds that are outperforming

Despite the inherent risks, the allure of high-yield fixed income funds in 2024 remains strong. They offer a compelling opportunity for enhanced returns...

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...

Diversification unlocking the unique appeal of Asian equities

Asian market equities stand out as a beacon for growth-oriented investors, propelled by the region's rapid technological advancements, robust economic...

Could another Trump term 'fire' inflation back up again?

A second Trump presidency would see a new era of American economic protectionism, according to Allspring, sending inflation higher and global growth lower. And...