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Brilliant Investment Thinking by Advisers for Advisers.
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Hamish Douglass pours oil on troubled waters

Hamish Douglass, the CIO of Magellan Financial Group, who oversees the largest Australian-owned global funds manager and is the current darling of both the...

Will $5.20 Fill the Missing Link?

Shareholders of Link Administration Holdings (LNK), which provides services to the funds management and superannuation sectors and runs the share registry for...

Battleground: BHP vs RIO

Big Australian Wins Battle of the Bulks OK, so you want to own a big global diversified bulk miner, to take advantage of the impending commodities boom –...

Thinking ahead - ASX MedTech leaders

Here’s the fourth instalment of our series on the fascinating ASX cohort of medical device developers. ImpediMed (IPD, 8.1 cents)Market capitalisation:...

SDGs 10 years on - approach with caution

2020 marks the fifth anniversary of the establishment of the United Nations’ special development goals, or SDGs. The UN created 17 SDGs to address the...

With diversification: the future is east

Despite being Australia’s most important trading partner and closest neighbour, Asia remains largely undiscovered and under-appreciated by Australian...

DNR adds SkyCity and Scentre

Australian equities fund manager, DNR Capital, which is managed and led by chief investment officer Jamie Nicol and Portfolio Manager Scott Kelly, says the...

IIG launches its $70m Impact Fund

Impact Investment Group (IIG) announced the launch of its new $70 million impact investment fund, designed to balance profit and purpose with a sustainable and...

Q&A with Fabio Ferro

This week we had the pleasure of speaking with the exceptional Fabio Ferro, Director of Scala Private Wealth. Specialising in investment advice for...

Can Trump pull a Bradbury?

Before last week’s positive COVID-19 test, there was little doubt President Trump was on the comeback trail. Amid signs of an economic recovery,...

Tech vs. valuation

With the end of the month comes another round of investment manager portfolio updates. This week we move our attention to tech company valuations, with the...

Winning in a "K-Shaped" Recovery

The S&P 500 Index reached a historic high on February 19th of this year, only to break that record less than six months later. On its face this sounds...

Governance: Raising the bar

Governance is the pillar of environmental, social and governance (ESG) principles that investors have been actively considering for the longest period of time....

The Post-COVID economic factors to consider

For obvious reasons, everyone is focused now on the pandemic, the mitigation policies being put in place to control it and the huge monetary, fiscal and...