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Brilliant Investment Thinking by Advisers for Advisers.
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Semi-Loved and Semi-Understood - but Semiconductors Rule

Semiconductors would have to be one of the most pervasive and critical pieces of technology in our daily lives – but they are usually not thought about...

Woolies, Link Admin, Ramsay & Afterpay

Pandemic tailwind to flow into 2021 for Woolies Woolworths Ltd (ASX:WOW) delivered a weaker than expected result, despite a 6% increase in revenue to $63.6...

The power of engagement

Investing to improve lives  is the mantra of Martin Currie, one of the world leaders in ESG investing. This annual report reviews the year that was...

The path to recovery

According to global asset manager Franklin Templeton there is no historical comparison for the magnitude of aggregate demand that is currently being...

Specialist Asian equity strategy hiring for growth

Benchmark-beating Stonehorn Global Partners, a specialist Asian equity team of ex-Macquarie personnel, has expanded its Australian team after a $300 million...

Eaton Vance

Gender diversity delivers benefits: ESG consulting group, Calvert, undertook extensive research into the impacts of female leadership in large companies....

Q2 Global Outlook

The COVID-19 recovery is looking more U than V-shaped as hoped, according to Western Asset Management. That said, lockdowns will act only as a disruption to a...

Reporting season enters its final week - August 24 - 28

Company reporting season is in its final stretch with roughly two-thirds of the ASX 200 having reported and another +40 companies still to go.

Gaps in ESG investing

Most fund managers or asset owners you may question to about ESG have probably stated that they are a signatory of the UN PRI at the very beginning of the...

Inflation: From simmering to a boil

Inflation is an age demographic phenomenon; ask anyone with a vintage pre 1980s’ versus the younger set. To a lesser extent is inequality. The case for...

5 stocks that are predicted to raise capital

We're in the second week of reporting season and it's been a mixed bag of results.

REA versus Domain

It's hardly a fair comparison, is it? To put REA Group alongside Domain Holdings?

Earnings season update: REA, RBL, GPT

REA Group (ASX:REA) - Posted it 1H result last Friday, the result coming in slight better than expectations, shares closing the day +1.87%.

Where do we go now?

The eye of the beholder More than ever, one considers prospects from the domain within one resides. Locally, we in Victoria naturally have a bleak view...