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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Big four set for strong year as profits jump amid wild share price swings

Analysts agree Australia's big four banks are entering 2023 from a position of strength as they pass on rising interest rates to borrowers. Headwinds remain,...

Earnings season heats up on ASX

Assessing profit results is the main game on the Australian market at present, and the upshot of Wednesday’s action was the benchmark S&P/ASX 200...

Earnings season, US inflation on market's mind

Earnings season and the need to keep a weather eye on the US inflation print competed for influence on the Australian share market on Tuesday. By the close the...

Earnings season in full swing: Star not starring

The benchmark S&P/ASX200 index eased 15.9 points, or 0.2 per cent, on Monday, to a three-week low of 7,417.8. The broader All Ordinaries fell 16.6 points,...

All bets on Nvidia as AI tools gain popularity

While advisers are not yet seeing substantial client demand for semiconductor and chip stocks, the popularity of the AI chatbot ChatGPT has highlighted...

HMC Capital leans into community connection

In its latest sustainability report HMC details the kind of comprehensive ESG strategy typical of a fund manager that appreciates the value of corporate...

High quarterly CPI print complicates inflation outlook

Highly anticipated new consumer price data showed the inflation rate in Australia hit its highest level since 1990 in the December quarter. But analysts are...

Australian 'green' mining boom a pipeline dream as gas, coal funding soars

The Australian mining and energy sector drew a significant increase in investment in 2022, but a hoped-for green mining boom is currently a fantasy, with gas...