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Brilliant Investment Thinking by Advisers for Advisers.
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Responsible investing now one of the top actions people take to improve the world

It now sits aside recycling, reducing energy consumption and using biodegradable products as one of the most common methods of making a positive impact...

Capital flows matter: How ESG can avoid becoming an echo chamber

For ESG discourse to matter, it must translate into quantifiable action. That means broadening the conversation beyond the close circle of sustainability...

Travel, discretionary retailers, energy tipped to lead company earnings

Sage Capital remains positive on energy and travel but cautious on iron ore, while remaining focused on individual company earnings.

China's economy faces bumpy path before 2023 rebound

The Chinese government's announcement of less onerous isolation guidelines prompted markets to rally in anticipating of a move away from zero-COVID policies....

To escape Pendal merger, Perpetual will have to pay

The NSW Supreme Court on Thursday ruled Perpetual would be on the hook for more than just a $23 million break fee should it abandon its bid to takeover rival...

Waiting for the weight to shift: Atrium

Markets may not always do what's expected, but fundamental valuations and adherence to timelines will usually win out eventually according to Atrium Investment...

A new way to measure a company's planetary impact: Robeco

Addressing the need to separate shareholder returns from real planetary impact, Robeco created its own framework that captures a company's contribution to...

It never hurts to ask

All advisers have a role to play in the transition to ESG, and it will be a spectrum of outcomes rather than a binary one. One thing we cannot forget, however,...

RBA offers excuses on inflation, still insisting it's temporary

The Reserve Bank of Australia is sticking to its view that inflation will be temporary, despite its poor forecasting track record. Economists aren't so sure.

Cybersecurity: Risk or opportunity for investors?

7investing lead adviser Anirban Mahanti says companies have been thwarting cyber threats for a long time. However, as data moves to the cloud, systems have...

The quest to move from a linear model to a 'circular economy'

The continuation of an economic world built on linear consumption, LGT Crestone's Rachel Etherington says, will further burgeoning social and economic issues...

Woolies sees inflation impact, Perpetual rejects new bid, AUB lifts guidance

Shares in Woolworths (ASX:WOW) neared a one year low, falling 3.5 per cent, after the company delivered another quarterly update. While the headline...

Cleaning up carbon: The great restoration

After benefitting from climate calm for 8,000 years the foundations are being shaken. But with over 90 per cent of the global economies committed to net-zero...

Economic growth to slow, real wages to fall as budget blows out

Inflationary pressures are expected to ease over the next six months according to federal budget forecasts, while consumer-focused and housing stocks could...