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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Device Stars Part 3

4DMedical (4DX, $1.58)Market capitalisation: $418 millionThree-year total return: n/aAnalysts’ consensus target price: $1.70 (Thomson Reuters) Imaging...

Backing Buffett's Big Japan Bet

It seems as if Japan does not get a lot of respect from external investors, for good reasons. The Nikkei index appears to disprove the theory that the...

Two out of three on ESG

Melbourne: ESG (Environmental, Social and Governance) is one of the fastest growing trends ininvesting globally. It has become part of the funds management...

A Q&A with Luke Laretive

We are pleased to speak with Luke Laretive of Seneca Financial Solutions this week. Luke Laretive must be one of the most prolific sharemarket writers in the...

Managed accounts growth beats predictions

In the middle of 2015, Morgan Stanley Research in Australia published a report which predicted that managed accounts would prove to be a major disruptor of...

Earnings volatility creates opportunity

The rollercoaster in global equity markets during the first half of the year is now behind us, and although the market has rebounded, many industries still...

Russell on tech stock slump

Financial advisers around the world are rightly concerned about the state of markets, with record-high prices for both equities and bonds. As previously...

The failure of fancy strategies

While one can fret about the relative performance of equity and fixed income funds, the frustration with those that have underperformed is directed at their...

Govt grant to help develop breast cancer tests

Research on a blood test for the detection and monitoring of breast cancer has taken a step forward with the Federal Government announcing a $372,654 grant.