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Brilliant Investment Thinking by Advisers for Advisers.
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‘Something new under the sun’: Ruffer releases its 2024 review

The 2024 Ruffer Review explores what the rise of artificial intelligence means for investors, the murky realities of cricket, and the “thankless endeavour”...

The bubble that refuses to burst (for now)

In the first half of 2022 the market fell almost as much as it did when Europe tumbled into World War Two. Then it reversed course – and famed bubble spotter...

Forget recession: Japan didn't get the memo

Far from entering a recession, the Japanese stock market is off on a tear. For investors looking to belatedly enter the market, however, pocket of opportunity...

Foresters becomes first B Corp certified investment bond provider in Australia

For investors thinking holistically about future wealth, adding B Corp accreditation to the provision of investment and education bonds makes a compelling...

Active managers might be (relatively) more magnificent than markets suggest: GMO

Betting on mega-caps has rarely paid off for active managers, but investors who want exposure to the US market are often forced to take on massive stock...

Buffet’s ‘not-so-secret-weapon’ is a double-edged sword

Berkshire Hathaway is built to last, and probably will, with low debt levels and a vast waterfall of earnings that both insulate it against market mania and...

'Collective wisdom of the past': Foresters Financial notches 175 years

Key to the ongoing survival of Foresters, the CEO explained, has been the ability to continually reinvent its product offering over generations while retaining...

Why fund managers are smarter than you think

The current market isn’t just a poor marking stick for active investment expertise, but a dangerous one, with concentration risk at alarmingly high levels....

Why 'Magnificent Seven' FOMO can be a serious NO-NO for investors

It's hard to exceed stratospheric expectations, which is the proposition investors buying into the big US tech stocks face. Hunting for lower bars to hurdle...

What economic data actually means, and what really matters to investors

Historical information may have limited value, but its ability to assist investment managers in identifying trends cannot be understated. Of course,...

Environmental reporting taking precedence over cybersecurity concerns: Perennial

The pressure of meeting a spaghetti-like network of reporting standards has forced company executives to de-prioritise cybersecurity in favour of meeting...

Grumbles over Evidentia deal highlight growing pains in the rise of asset consultant cohort

An evolutionary leap in the retail investment product landscape is taking place, with asset consultants displacing financial advisers across rich corners of...

Online investment dives as novice investors shy away from platforms

The continuing decline in online investment can be traced back to a few developments, but it must also sit alongside a reminder that usage peaked dramatically...

Value matters: Mid-cap market ready to take off as top end gets heavy

Historically, periodic outperformance by a cohort of stocks linked by sector or region – often with a catchy moniker – has been a mainstay. As has that...