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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Bringing performance into context after a shocking 2022

Australia may have fared better than its international peers, but markets still took a pummelling in 2022 with traditional safe havens and equities alike...

The real value of an outrageous prediction

Pandemics, invasions and the return of inflation. If the last few years have shown investors anything, it's that outrageous predictions can often be anything...

Market mulls mixed China data

A better-than-expected performance by China’s economy in the December quarter was not enough to inspire the Australian stock market on Tuesday, perhaps...

US stocks to rise as inflation sags in post-pandemic period: BCA Research

The US economy should experience a "benign disinflation" over the next six months as pandemic-infused snarls unravel. That should mean good things for stocks,...

Australian executives optimistic despite recession fears

A recent survey shows 74 per cent of Australian business leaders expect profits to increase in the year ahead, despite a still-challenging outlook and sticky...

From engagement to divestment: Woodchip mill saga a microcosm of ESG's global path

Being independent used to be enough to attract new clients, says Wattle Partners' Drew Meredith. Today, they are increasingly demanding alignment with their...