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Brilliant Investment Thinking by Advisers for Advisers.
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Block, build, commit

After being awarded Fund Manager of the Year for 2020, you could be forgiven for expecting Pendal to rest on its laurels and cruise into the Christmas break....

The world after COVID-19

As the year from hell winds down around the world, an influx of 2021 outlooks have flooded adviser inboxes around Australia. Most should be taken with a grain...

Finding the next Amazon

Every fund manager talks about finding the next Amazon, Facebook, or Google, but very few are able to do it consistently. In fact, a broad majority of global...

Quality rules the value vs. growth debate

It’s the age-old battle, “value” versus “growth,” that seems to still polarise market participants and populate columns of the...

Can analyst reports be relied upon?

Way back when it was possible to have relatively open conversations with company management and receive mostly unscripted responses. Nowadays the access is...

Cheaper, more diversified and delivering

With attention focused on the record-breaking run of the Dow Jones Industrial Average (DJIA), which now sits above 30,000 points for the first time, smaller...

Are P/E ratios a misleading indicator?

As it stands, the ASX’s November 2020 performance could be the best in over 50 years. It seems impossible when you consider the state of the...

A contrarian view on ESG

I’m often asked by clients and industry figures about Datt Capital’s position on ESG. For a number of reasons, I have difficulty giving a...

Blackmore Capital puts ESG in action

Environmental (E), Social (S), and Governance (G) analyses consider a multitude of issues within the E, S, G pillars. For example, MSCI, one of the mainstream...

Why equities are skew-whiff when the big get bigger

Stock markets have always been a win-lose situation, but the odds are skewing even further towards a handful of successful companies, according to a new...

Datt Capital tops Australian Equity funds

Datt Capital Absolute Return Fund ranked as No.1 Australian Equity Fund by Fund Monitors The Datt Capital Absolute Return Fund has been recognised as the No. 1...

The factors and fears holding back investors

Financial services software house, Calastone, recently released their Global Investor Behaviours and Attitudes White Paper. It is the culmination of a survey...

Pfizer's Coronavirus vaccine - a closer look

A major milestone for Pfizer On 9 November 2020, Pfizer announced that its vaccine candidate, developed in collaboration with BioNTech, was more than 90 per...

Impact investment in demand, but short supply

By now, people know what impact investing is and according to RIAA, impact assets under management in Australia have grown to about $19B at the start of 2020;...