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Brilliant Investment Thinking by Advisers for Advisers.
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Buying on the dip: Do mantras have an expiry date?

It’s worked for years, built on steady flows and policy backstops. But mantras live only as long as their conditions prevail. History shows long stretches...

Debt elephant needs an urgent diet

The USA's national debt has swelled past US$36 trillion, and is growing faster than the US economy. Investors must factor this into portfolio construction.

The ‘messy’ mid-market is Australia’s economic engine room

It's big, it's broad and it's the engine room of the Australian economy. But most investors have no exposure to it, writes Omar Khan.

Why APAC requires a holistic approach: Franklin Templeton

The Asia-Pacific region looks even more attractive to global equity investors in the era of Trump 2.0 that is being defined by policy uncertainties,...

Why the US economy may be stronger than you think

At a time marked by geopolitical upheaval, tariff wars, and questions around global trade structures, Jeffrey Schulze, investment strategist at ClearBridge...

Approaching emerging markets: A regional Asia focus, or a broader reach?

Emerging markets remain one of the most inefficient and diverse segments of global equities.

The silent engine of the share market

Every investor often wonders if there is a hidden secret behind the share market – well, there is. It’s the consumer; every one of us, and what we spend...

Navigating uncertainty, finding opportunity

As we move into the second half of 2025, volatility remains elevated but so too does opportunity. The view from the investment coalface can be gleaned from the...

Stop me if you think you’ve heard this one before

A full three months since President Trump’s “Liberation Day” tariff announcements sparked panic in financial markets, macro developments have been...

Australian Ethical Adviser Voice Series: Mark Spencer

An adviser who has seen his clients become more engaged with their portfolios through ethical investing.

Australian Ethical Adviser Voice Series: James O’Reilly

An adviser with an ambition for all of his clients to be invested responsibly.

Australian Ethical Adviser Voice: Meet Siobhan Ashby

An adviser whose values-led client conversations set her business apart.

Cycles, surprise and core strength: navigating the new global market order

Jonas Palmqvist, portfolio manager at Alphinity Investment Management, doesn’t waste time debating growth versus value.

The art of investing: Why fundamentals, not fashion, will win the next cycle

Paul Moore, chief investment officer of PM Capital, has never been shy about challenging market orthodoxy; and at a recent lunch hosted by The Inside Network,...