Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
-0.50%
S&P
-1.01%
AUD
$0.70

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...

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...