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Brilliant Investment Thinking by Advisers for Advisers.
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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.

Evergreen's index update: Responsible managers lag in March quarter

Independent investment consulting firm, Evergreen Consultants, has released findings on the performance of green Australian and international equity funds that...

Fertility rate set to rise, bond yields with it

Aging populations are putting strain on pension and health care systems and the Covid-19 pandemic, by causing people to delay births and pushing up the number...

Inflation more nuanced, so what's the likely path for rate hikes?

The Reserve Bank of Australia officially joined the hiking party this month, and while the implications for Australian homeowners and businesses is important,...