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Brilliant Investment Thinking by Advisers for Advisers.
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Hidden ESG risks in popular stocks and funds

As investors put more and more money into ESG-focused products, so too are they getting more sophisticated in their selection – in both what they are...

Top of the pops

The global outlook has turned murky once again. From going into recovery mode out of lockdown, economies around the world are on alert given the high...

Value factor vs. traditional valuations

Value investing, for all its history as a robust investment strategy, has been one of the worst-performing ways to invest money over the last few years. Fair...

Warning - This is not a bubble

The easiest call to make in 2021 is that the market is overvalued, or for those preferring hyperbole, suggest that everything is in a ‘bubble’....

Netwealth invests in tech to reassert dominance

Netwealth (ASX: NWL) – The leading platform provider delivered a FY21 net profit of $54.1 million, which was up 24 per cent, but below the...

See how GREEN your portfolio is while comparing it to sector averages

Evergreen Consultants has launched its proprietary Responsible Investing Grade Index (ERIG Index), which rates leading fund managers on the seven broadly...

Perpetual plots world domination

A slew of acquisitions has made homegrown investment manager Perpetual (ASX: PPT) a truly global business. CEO Rob Adams says there’s plenty more to...

Pandemic exposes folly of macro

It has been a difficult few years, or perhaps decades, for forecasters of all kinds. Whether it was election polling that failed to predict both Trump’s...

Sustainable funds boom surges to another record

Flows into ESG-focused managed funds hit a record $2.9 billion during the June quarter, as total assets in that group jumped 66 per cent for the full 12...

Singularity: where innovation meets sustainability

In the beginning, was the word and the word was ‘ethical’. Now we have lots of words: ‘responsible’, ‘sustainable’,...

Are you pricing water risk?

Devastating floods, unseasonal hurricanes, excessive droughts, megafires, and more demonstrate how extreme water risk is global now. From an investor’s...

Separating good stock picking from momentum

Hindsight is a wonderful thing. Looking back at the events of the last 18 months, it becomes abundantly clear what actions both investment advisers and fund...

The end is nigh as inflation rises to 3.8%

Australia’s inflation rate was released yesterday, hitting 3.8% over the year to June, from 1.1% for the twelve months to March. Looking at media...

Risk-adjusted equity returns critical: Evergreen Ratings

Evergreen Ratings recently awarded the Alceon High Conviction Absolute Return Fund a “Commended” rating for its “tried and tested processes,...