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Brilliant Investment Thinking by Advisers for Advisers.
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Downgrades dominate post reporting season

T. Rowe Price ‘s head of Australian equities, Randal Jenneke, provided investors with his insights and market outlook as restrictions look to ease over...

Why you shouldn't sweat China (much)

China’s ongoing regulatory crackdown has investors running scared. But China still wants to be a global player – and its most successful companies...

China's credit crunch

Many concepts in science illustrate the incapacity of the natural world to control everything. Once you introduce or determine an aspect, others fold-in or...

The devil is in the detail

BHP has been the most talked-about company in recent weeks, for both good and bad reasons. Investors had first to digest the massive merger deal with Woodside...

The inside running for Zenith's fund awards

Insiders at the Zenith Investment Partners annual awards know that you can improve your chances of guessing the winner of the major Fund Manager of the Year...

The growth paradox and three key themes

With reporting season over, one would assume markets would have been under strain amid the disruption and pandemic forced restrictions. On the contrary, equity...

Responsible AUM grows 30 per cent, leaving market behind

As covered in Ishan Dan’s article here, the Responsible Investment Association of Australia (RIAA)recently released their Benchmark Report for 2021. It...

Fighting the bull

The environment has seemingly never been better for investors. After an incredible collapse in 2020 sharemarkets have staged a remarkable comeback, with the...

Getting too close to the fire

Sharemarkets, excluding dividends, are now as much as 70 per cent higher than their March 2020 bottoms. Overseas the recovery has been even stronger, with the...

China crackdown is India's gain

When talking about emerging markets, one thing naturally comes to mind: China. China  is by far the largest EM economy; in fact it’s the second...

Bank's market dominance facing existential challenge

Just what is China doing by limiting all kinds of activity and corporations? Many see this an authoritarian regime imposing restraint on its citizens. Yet this...

Iron ore - just the beginning, or beginning of the end?

“Iron ore remains a commodity that polarises the market” according to Ausbil’s local investment team. Among the stable of strategies is the...

In a world flush with debt, look to Japan says Schroders

After being a dirty word for close to a decade, ‘value’ investing has been back in vogue, for a few months at least anyway. Spurred on by the...

Is it time to start investing in UK?

Over the past 20 years, UK corporate earnings growth has been up and down, but largely in an overall decline. This gloomy picture has stuck around....