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Brilliant Investment Thinking by Advisers for Advisers.
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Suncorp to demerge its banking arm

Suncorp Group (ASX:SUN) is planning to offload its banking business to that it can better focus on its main business, its insurance arm, in an attempt to...

Supply-side remains the biggest contributor to inflation

After years of benign levels of inflation, the "beast" as it is known, reared its ugly head once again in April 2021, just as the world was emerging from the...

'Wonderful opportunities' lie ahead of bond market volatility: JCB

Charlie Jamieson, co-founder and chief investment officer at Jamieson Coote Bonds (JCB)spoke recently at Praemium's  Key Market Drivers event, blaming much of...

Navigating geopolitics in an uncertain world

As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in...

Aggressive Fed increases risk of policy error: Clearbridge

As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in...

Fires, floods, pandemic, war - what comes next?

In a recent blog post, Joseph Koh, portfolio manager of the Schroder's Australian Equities Long-Short strategy, compared the current market environment to the...

Which ASX sectors will succumb to inflation?

According to Morningstar, an Australian recession is possible but highly unlikely. It thinks the Australian economy is "in great shape," with low unemployment...

Investing beyond the pandemic

"Recession? Who knows? We're not bearish, especially with our value style of investing. It's bit of war like scenario. After the war's over, we get inflation...

Headwinds and tailwinds - beneficiaries of new EM landscape

Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent...

Hit to banks to come from higher rates

Following the Reserve Bank of Australia's decision to increase the cash rate by 50 basis point this month, the big banks have quickly raised interest rates on...

Rate hike 'changes the journey not the destination'

The Reserve Bank's decision to hike interest rates by more than 50 basis points, double that predicted by the majority of economists "changes the journey, not...

Why China is ahead in the cycle

China is a little ahead of the US in the current re-pricing of global equities. That, coupled with western geopolitical concerns, has presented a new round of...

A transformational alternative future for AGL

Leading responsible investment manager, Australian Ethical, this week highlighted the unique challenges facing investors in a response to the events at AGL...

Twelve Ukraine-driven disruptions that are set to change the world

The Russia-Ukraine war has seemingly moved from the headlines in most of the developed world, with most attention now being paid to the challenge of a jump in...