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Brilliant Investment Thinking by Advisers for Advisers.
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The names may change, but green heritage shines through

Stewart Investors is among the world’s leading ESG or responsible investment firms, yet a series of name and ownership changes have somewhat hidden this...

More questions than answers despite the macro consensus

Conversations on investment matters are wide-ranging. Many enjoy the ethereal world of big picture debates. Identifying these in the long run has been...

Global manager turns to proxies to influence change

US$429 billion* multi-asset manager Neuberger Berman is ramping up pressure on both sides of capital markets with its NB Votes campaign. The group, which was...

Is Team Australia tightening too fast?

When COVID-19 found its way to Australia the health advice was to mandate social distancing by closing businesses deemed non-essential and restricting...

Capacity constraints, not money printing, are real inflation threat

The Inside Network welcomed financial advisers, asset consultants, and family offices from around the globe for its first Equities and Growth Assets Symposium...

"That was probably a mistake"

Warren Buffett is the first to admit that active investors can’t get it right every time, doing so once again at the Berkshire Hathaway (NYSE: BRK.A)...

"The market always misprices growth and its sustainability".

It was roughly ten years ago now, that Nick Griffin, chief investment officer at Munro Partners, marched into the Melbourne office of Sornem Private Wealth and...

Investors demanding climate focused investments

Australia’s longest standing responsible investment firm, Australian Ethical, recently combined with research house, Investment Trends, to survey...

Has Tencent beaten Facebook at their own game?

Emerging markets, including China and India, have been among the most popular destinations for investors in recent months, with many attracted to their...

New Evergreen, Generation investment bond

Evergreen Consultants has teamed with Generation Life for the launch of an ESG-orientated multi-manager investment bond, believed to be an industry first. The...

Global value leads the way in March, chart toppers rotate

The first quarter of 2021 saw renewed confidence in global equity markets supported by positive developments in the fight against coronavirus together with...

Perennial goes long on ESG

Specialist equity manager Perennial Value Management last week announced the launch of a dedicated investment unit or ’boutique’ within their...

Can banks still be trusted for dividends in 2021?

May is shaping up to be one of the most important months for dividend-focused Australian investors, with bank reporting season beginning on May 3, with...

Investors getting bullish but a wall of money still on the sidelines

Similar to the Australian Investor’s Association in Australia, the AAII or American Association of Individual Investors, is a significant source of...