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Brilliant Investment Thinking by Advisers for Advisers.
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PineBridge sees opportunity in ESG

While investing following strong and integrated ESG principles does not readily spring to mind when considering China there is more action going on across the...

China ramps up its campaign for self-sufficiency

Australia is facing yet another round of export bans after Chinese authorities knocked back tonnes of lobsters, timber from Queensland, and barley from a...

Vaccine ready - are we there yet?

This is an edited version of the full article, which is available here. The article pre-dated the US Election.   Executive summary Societies and governments...

The race for a COVID-19 vaccine - are we there yet?

Executive summary Societies and governments around the world are looking at a COVID-19 vaccine as the panacea that will enable the world to recover, reconnect...

Retail investors smarter than you think

New retail investors entered the sharemarket in droves over the first six months of the pandemic’s impact. Contrary to widely held views, for the most...

For investing, as in racing, always hedge your bets

There have been plenty of reasons to visit a bookie recently, given the Melbourne Cup Carnival and the US election.  Financial commentators provide a rather...

The real value of financial advice is 5.2% p.a.

Delivering value in spades It has been a difficult few years for financial advisers following the Royal Commission. The Commission uncovered some long-standing...

Why the Budget was an 'F'!

Aussie fund manager gives Budget an ‘F’ for FAIL The head of the Australian wealth and superannuation manager Nucleus Wealth, Damien Klassen, has...

Spatium's secret small cap sauce

Four years ago, old high-school buddies Nicholas Quinn and Jesse Moors were taking in the sunshine at a café on Melbourne’s Southbank, when they...

ESG: 'Do as I do, not as I say'

The concept of ESG has been a key driver of fund flows, but most importantly marketing strategies, in recent years. Nearly every fund manager worth their salt...

Is it truly sustainable?

“Sustainable” is a trendy word nowadays. It is thrown around in marketing campaigns like a decorative pillow, which looks good, but most of the...

IPOs and credit - overheated or heating up?

More than a sport, a financial mismatch There is an awkward, yet in many ways predictable, relationship between investors and the providers of investments. An...

Corporate governance key to performance

Calvert Institute, the Responsible Lending arm of asset management Eaton Vance, this week released an extensive analysis on the real impacts that corporate...

Emerging markets to the core

The mention of emerging markets (EM) opens up a messy vista of many complex and troublesome issues, not least in China, representing the beating heart of EM....