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Brilliant Investment Thinking by Advisers for Advisers.
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Sustainable investing: investors views following COP26

Tackling climate change is high on everyone’s agenda, with awareness growing that time is running out to protect the planet. With the UN bringing world...

Lessons from the short side

There has long been a saying in Australian investment circles that shorting the Big Four banks was the “widow maker”. The same could be said for a...

M&A bonanza shows no signs of slowing

The M&A boom is set to continue in 2022 according to deals frenzy set to continue into 2022, according to Corrs Chambers Westgarth’s M&A 2022...

Solving for 2022

“The previous cycle was the longest in history and it ended only due to the exogenous shock of the pandemic”. This is one of the key takeaways from...

Australian Ethical and Green Alpha present the case for investing sustainably

At the recent Inside Network ESG Master Class, Australian Ethical’s chief investment officer, David Macri, alongside Mike Murray, head of...

Stagflation looming amid the new market regime

That nasty word keeps popping up. Stagflation. And it’s a worrying sign of things to come. Expectations for future price increases have suddenly gone...

"Plentiful opportunities for investors" despite forecasts - JP Morgan

Post-pandemic, the global economic recovery has been effective, buoyed by strong government stimulus, both fiscal and monetary. While most of the world...

As Omicron shakes the market, was Hamish Douglass right?

Magellan Financial Group (ASX:MFG) and its founder Hamish Douglass have been a lightning rod for investors, analysts and the media in recent months. After over...

ESG integration is like 'putting sugar in your tea

ESG may well be the most commonly used term in financial markets today, replacing growth, or quality in pitchbooks the world over. However, growth in...

'Persistent inflation and rising volatility ahead' - Franklin's Desai

“To work, or not to work” was the title of Franklin Templeton’s Chief Investment Officer of Fixed Income, Sonal Desai’s latest white...

How investing in the SDGs mixes good causes with great returns

The UN’s Sustainable Development Goals have captured investors’ imagination as a means of helping society while also capturing decent returns. And...

The only prices that matter for investors

If you are an avid reader of the daily financial press, you could be forgiven for thinking that inflation is here to stay and that its time to stock-up on...

Climate change, COVID travel and the law of large numbers

Covid and COP26 may not seem like a natural pairing beyond their headlines and emotive reactions they induce. Yet there are long-term investment consequences...

Inaugural Impact report offers roadmap for greater adoption

Investment markets have a reputation for being ultra-competitive, with the concept of a zero-sum game meaning one investor’s loss is another’s...