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Brilliant Investment Thinking by Advisers for Advisers.
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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...

US economy trapped in wage-price spiral, threatening ongoing stagflation

Chinese deflation is exacerbating US inflation, which could lead to further wage price spiraling and a US core inflation figure stuck above 3.5 to 4 per cent...

When preparing for the worst is fraught with danger

With central banks running out of meaningful avenues to impact economies and markets rife with volatility, many investors will be tempted to dial back risk as...

'I cannot recall a more dangerous period than today': Markets get a brand new Minsky Moment

As a forty-year long bull run fuelled by cheap money screams to a stop, markets are at an inflection point. This time really could be different.

How to reduce your investment carbon footprint

Moving to a sustainable investment portfolio can reduce an individual's carbon emissions by 90 per cent, research from Stockspot has shown.

Rising US inflation sparks recession fears: BCA research

With the US Federal Reserve signalling more rate rises to come, the odds of a global recession have risen to 40 per cent.

Thinking in narratives and why stories matter

Stories help investors deal with uncertainty and imperfect knowledge. But contagious narratives which come to dominate can over-inflate expectations - and...