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Brilliant Investment Thinking by Advisers for Advisers.
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Level of managed funds dips from record high

Australia's managed fund industry shrank in the March quarter of 2022 from the December 2021 quarter to $4.48 trillion

Yarra Capital adds long-short strategy to stable

Leading Independent Australian fund manager Yarra Capital recently announced the addition of a new Market Neutral Australia Equities investment strategy to...

As lockdowns end, China, Asia opportunities emerge

News that two major Chinese cities are finally emerging from their COVID-19 lockdown slumber has once again highlighted the huge opportunity set available in...

House price weakness may limit rate rises

The central bank expects house price growth to ease this year and house prices are already falling in Sydney and Melbourne; economists expect that price...

Rate hike cycle overestimated: Franklin's Canobi

Whilst there are growing signs that inflation is moderating around the world, whether in the US, UK or Australia, some 125 of the world's central banks are...

'Green' trading evident in broker volumes

AUSIEX, one of Australia's leading wholesale brokerage firms, this week highlighted the growing popularity of ESG and sustainable investment trades.

Global funds drive capital flows in 2022

It's been two years since Covid-19 reared its ugly head, sweeping fear and panic across global markets and forcing central banks to release massive amounts of...

'Anomalous' short-term underperformance of EM set to reverse

"Have we really thought about the investment implications of a world in which inflation is persistent?" That was the question posed by Dr Joseph Lai of Ox...

China: Separating myth from reality

Here, I focus on five myths about China's economy and its financial system. In offering more realistic assessments, my hope is to help investors better judge...

US economy in 'classic slowdown' with persistent inflation

Markets have been incredibly difficult. At the moment there are so many different things going on all at once, slowing growth, rising inflation and on top of...

Policy important, but consumer preference key to sustainable returns

"We have seen a monumental shift in the way consumers act in recent years" explained Emilie O'Neill of Perennial Better Future

From Covid to conflict, the issues set to drive markets

From Covid to conflict, all it took was just a few weeks for the market to shift its attention to the unfolding crisis in Ukraine and away from the pandemic.

The gathering storm

China's bid for global power, climate change and the transition away from fossil fuels are three of the defining megatrends of our time.

The ethics of retail

The last few years have seen both massive opportunities and challenges for ethical and ESG-focused investors.