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Brilliant Investment Thinking by Advisers for Advisers.
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Where should investors turn in the era of bubbles?

While nearly all the fussing on equity valuation and bubbles is centred on the US, Europe, Japan and the emerging markets (EMs) have provided decent returns...

What's in a name?

News broke this week that one of Vanguard’s popular ESG or Environment, Social and Governance-focused strategies may not have been as true to label as...

Digital divide exacerbated income inequality during pandemic

According to US$3.3 trillion ($4.3 trillion) asset manager, Fidelity International, companies with strong ESG characteristics outperformed in 2020, and should...

Hamish Douglass sees signs of 'speculative frenzy' amid FOMO-driven markets

Hamish Douglass this week presented his ‘The Year of Living Dangerously Webinar’, to thousands of investors and followers across the country. There...

GameStop saga invites scrutiny of brokerage practices

Groups of amateur investors that gather on social media forums such as Reddit have organized to buy stocks and options in companies with high short interest...

Franklin, Hyperion lead Morningstar award finalists

Last week, investment research firm Morningstar Australasia announced the finalists of the 2021 Morningstar Australia awards. Some of the big names include...

Bubble mania - The cause and solution

It’s not hard to find commentary about market “bubbles” on a daily basis, where you can take your pick on traditional bond prices, property,...

ASX down 0.5%, reporting season peaks

ASX down 0.5%, reporting season peaks, Coles (ASX:COL), Woolworths (ASX:WOW) sold off The ASX200 (ASX:XJO) fell 0.5% on what was one of the busiest...

Mirae Asia Great Consumer fund upgraded to 'Recommended'

The Asian middle class, but particularly that in China and India, is one of the fastest growing-population cohorts in the world; and potentially, the most...

What's old is new again

The persistent era of disruptive services has its counterpart in companies considered ripe for extinction. History, however, suggests one should not be quite...

Earnings season begins

Earnings season begins, Challenger (ASX:CGF) reverses recent gains, Crown Ltd (ASX:CWN) locked out The ASX200 fell 0.9% as reality sets in after...

Australian Ethical hits $5 billion after 35 years

“Green-washing” and ESG may have been the most popular words in funds management in 2020, as consumers became more interested in where their...

Three stocks that delivered for Sage Capital in December

Most fund managers would probably prefer smooth sailing in their first 18 months of operation, not a global pandemic and the most volatile period for equity...

GQG hits US$86 billion despite growth sell off

Leading global equity manager GQG Partners, which is now just five years old, is now four times larger than home-grown Platinum Asset Management and closing in...