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Brilliant Investment Thinking by Advisers for Advisers.
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Crisis, what crisis? Strong earnings for Aussie stocks

While it may be only short term, the Government’s stimulus measures over the past 12 months have helped Australia’s listed companies to their best...

Aussie investors more bullish on the future

Individual investors in Australia are increasingly optimistic about the future for their own portfolios and the world in general – significantly more so...

Alternative thoughts on the value conundrum

This is not another “now is the time for value” story. Really. Perhaps the unique nature of the market’s record run in growth over value has...

Top performing funds receive ratings upgrades

It was another busy week for Australia’s rating agencies, both on a corporate and operational level. On the one hand, Australia Ratings Group was...

What are High Conviction funds?

Often used to describe a particular type of investment style – for example, the High Conviction Equities Fund – “conviction” is all...

Are we talking about the wrong bubble?

“Am I worried about asset prices rising too quickly? At the moment, I don’t see anything that’s unsustainable”. “I recognise that...

Is inflation all it's cracked up to be?

According to experts, higher inflation would be the worst possible scenario for long-term or long-duration bond owners like Jamieson Coote, yet the team is...

Competition hots up among ratings firms

Managed funds research and ratings start-up Foresight Analytics is expanding further in the ultra-competitive retail and advised investment sector through the...

Will credit remain immune from the rising rate environment?

Neuberger Berman, a US$405 billion ($527 billion*) global multi-asset manager, this week highlighted the opportunity arising in credit markets amid the bond...

Challenger-backed Fidante's busy year continues

Challenger Financial Group (ASX: CGF) and its suite of asset management businesses have started 2021 off the same way 2020 finished. As part of their half...

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...