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Brilliant Investment Thinking by Advisers for Advisers.
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As energy transition gains urgency, ethical investing sees its moment

The clean-energy transition represents a huge opportunity for investors to earn good returns from investments that have a positive environmental impact - and...

Professionalism in advice is worth protecting: Andrew Hewison

From labouring on snowy London mornings to seeing clients through the carnage of the GFC, Andrew Hewison has seen off more than a few challenges. But there are...

Asia, small caps poised to benefit in changing market environment

Shifting market dynamics mean some of the investment themes that worked in recent years are set to give way to new opportunities. Man Group's Andrew Swan and...

AMP's Oliver sees silver lining in bank failures

The uncertainty now blanketing the global banking sector adds to the risk of recession, but it comes with a silver lining, AMP's Shane Oliver told The Inside...

Not the GFC, but investors are 'career-ing' into liquidation

It isn't 2008 all over again, but dismissing the broader risks of SVB's demise would be a mistake for investors, writes Ruffer CIO Henry Maxey.

Credit investing more art than science

What worries Harry Sugiarto most about the current investment environment is the possibility that he doesn't get a chance to fully exploit the opportunity it...

Cyber security now the number 1 ESG concern across ASX companies: Perennial

While greenhouse emissions and diversity remain key issues, the spate of cyber breaches seen in 2022 has made cyber security the number one ESG issue.

Pressures mount as Wesfarmers, CBA deliver bumper earnings

A higher net interest margin drove a 10 per cent increase in CBA's net profit after tax, while Wesfarmers benefited from a strong performance by Kmart Group...

Why we don't invest in Afterpay: Australian Ethical

The ethical investment house believes consumer credit can be positive for society if it is used to buy useful items. But companies like Afterpay focus on...

'There's a chance that we can do this' - Lowe sticks to narrow path

Australia can still avoid a recession, RBA Governor Philip Lowe told Parliament in dual grilling sessions in Canberra - while he was keen to remind the country...

'Powerful contraflows' will keep inflationary waters choppy: Ruffer

It is perfectly possible that some inflationary measures fall back through zero, and prices actually deflate in an odd month, says Ruffer chair Jonathan...

Adani attack puts focus on valuation concerns - and activists' motives

An explosive report by activist short seller Hindenburg Research led Adani Group to shelve a planned US$2.5 billion equity sale and wiped $120 billion from the...

China on a bull run, but can it last?

Markets have moved sharply to reprice Chinese assets upwards after the world's second-largest economy signalled its reopening. However, some doubt the...

Soft landing possible for Australia after more rate pain: IMF

While avoiding recession is possible, the continuation of restrictive macroeconomic policies for the near term is needed to fight inflation, according to the...