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Brilliant Investment Thinking by Advisers for Advisers.
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Datt Capital hits its 3-year milestone with its Absolute Return Fund

The team at Datt Capital is punching the air in delight as the firm hits their three year goal for the Datt Capital Absolute Return fund. There has always been...

Record managed fund flows in September quarter

The largest global funds network, Calastone, has reported record new capital inflows into managed funds in Australia during the third quarter. Australians...

Ox sees silver lining in emerging markets sell-off

While the worst of the September-October sell-off in emerging markets is probably over, the sector is still in a tailspin. But the best thing about starting...

Emerging markets on 'cutting edge of global trends'

Emerging markets, but primarily China, have garnered the majority of headlines in recent weeks. Whether it was the implications of Australia’s submarine...

Why Blackrock is bullish on China

Listening to a podcast this week, it was eye-opening to hear an alternate view to the current simplistic views being espoused about markets being...

Chip shortage to extend into 2024: Gavekal

Gavekal Asia’s research analyst Vincent Tsui released a report titled, ‘The never-ending chip shortage’ which talks about the grim reality...

Lonsec upgrades global credit strategy

The US$4331 billion ($593 billion) global manager Neuberger Berman recently saw its diversified fixed income fund upgraded by Lonsec. Widely known for its...

Australian Ethical broadens mandate

Australian Ethical, one of the leaders in ethical superannuation and investments both domestically and around the world this week flagged a change to their...

September curse strikes, correction talk grows

September has historically been a bad month for markets, and it could be about to get worse. But then again, talk is cheap. Everybody in equity markets knows...

Ox Capital launch emerging markets fund

Ox Capital has officially launched its ‘Dynamic Emerging Markets Fund’ in September 2021. In association with Challenger-owned Fidante Partners, Dr...

Ignore China at your peril

Global investment manager Capital Group has a long history dealing in emerging markets, having covered the sector since the early 1990s. Since then, emerging...

ESG - investing for impact is more art than science

ESG is now a required mantra. The most unusual funds claim this status even if they include gambling, governance recalcitrant or those with socially...

Valuing the bleeding edge

With all this talk of disruptors, it’s hard to figure out what any of them are actually worth. Less, is the prevailing wisdom. You won’t find many...

Looking beyond a rising market

Many investors have benefited from surging asset prices over the past 12 months, but the question they should ask is whether the rising tide has lifted all...