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Brilliant Investment Thinking by Advisers for Advisers.
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Convictions in the era of controlled disorder

With structural changes across geopolitics and trade, portfolios should reflect this new era of controlled disorder. Amundi's convictions on risk, correlations...

From uncertainty to control: How Japan’s election reshapes risk

Perhaps the landslide victory for Japan's Liberal Democratic Party (LDP) will move the nation from being a tactical trade to a core strategic allocation.

Is value finally back? What the new earnings cycle means for advisers

Australian equities may be entering a new phase defined by earnings momentum and dividend growth. If value is reasserting itself, portfolios still crowded into...

AI’s winners and losers: why advisers should look beyond the mega-caps

While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...

From the paddock to the portfolio: a country adviser who never forgot where he came from

For Brett Crabtree, the way he conducts himself as an adviser is a product both of the way he was brought up, and the way his clients are. And vice versa.

Trust, truth and time: Why advice still starts with human connection

Built on trust, truth and time, this piece explores how Regional Prosperity adviser Kane Leersen is winning clients in regional Australia by prioritising...

Space X already lifted-off for Pengana

The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....

Six lessons from years of market cycles every investor should know

A seasoned investor’s guide to surviving market cycles: these lessons distil decades of insight into six clear principles for advisers to consider.

The human future of advice: Will Hamilton’s vision for a transformed profession

Will Hamilton lays out a bold vision for the future of financial advice, urging the profession to embrace intergenerational wealth transfer, client experience,...

Keep calm and carry on: The risks associated with misreading the inflation mirage

Why advisers should look past the inflation panic and help clients stay the course as the RBA risks fighting shadows, not fire.

Biodiversity tools disagree: What Melbourne research means for adviser due diligence

When biodiversity scores can’t agree on who the worst offenders are, advisers need to know what’s really behind those glossy green numbers.

From capital to connection: Ryan Loehr on the next evolution in advice

In a powerful call to reimagine the future of advice, Ryan Loehr urges advisers to move beyond portfolio returns and embrace a more human, purpose-driven model...

Physics, pattern recognition and the pursuit of pure alpha

Stock markets are messy laboratories, says this physicist: rife with noise, shaped by emotion, and lacking the predictability of the natural world. But...

Third Link's fund managers look to fundamentals after a wild 2025

The Third Link Growth Fund’s managers expect 2026 to mark a return to fundamentals, with valuation discipline, earnings quality and selective stock-picking...