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Brilliant Investment Thinking by Advisers for Advisers.
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Amundi - 'The Day After'

What we have learned from the Covid-19 crisis

Jekyll and Hyde, one and the same

Why have risk assets been so buoyant since April? No shortage of opinions, so which is right?

DNR Capital: "Quality companies poised to win"

Market risks appear more balanced, quality companies poised to win market share.

Australia's recent unemployment figures are hiding something a lot worse

The figures show quite a confusing picture. According to the data, an unemployment rate of 7.4 per cent is the worst rate Australia has seen since November...

6 stocks that benefit from a US-led conflict in the South China Sea

The South China Sea conflict has largely been a case of 'failure to act' whilst the law of the sea has been flouted. China continues to exert military control...

Latin American E-Commerce Giant Worth a Long Look

While more and more Australian investors get comfortable with investing overseas, it's fair to assume that Latin America is not on most people's map of the...

Slush funds

Liquidity is said to be the driver of this cycle. No hiding here as central banks provide largesse without restraint, while governments fret about re-election...

Economic Outlook: Part 2

Despite being the secondary epicentre of COVID-19 the European experiment may be turning the corner, with unprecedented events finally delivering consensus on...

6 Pearls of Wisdom From June

What a month, with markets rallying again, capping off the strongest quarter for the ASX in more than 20 years. The technology-focused Nasdaq reached all-time...

6 benchmark busters; AU vs. US

It has been one volatile year to say the least. Both the Australian and US markets traded in volatile conditions with many asset classes and more importantly...

On Values and Value, Sendle Delivers for Federation

When brand-new boutique investment house Federation Asset Management was introduced to "virtual" parcel delivery service Sendle, in 2018, it was a meeting of...

Economic Update: What happened and what's next for the economy

The quarter saw an onslaught of record-breaking economic data, as Australia officially entered its first recession in nearly 30 years. The economy contracted a...

Looking past Qantas, to Aviation Green Shoot

If anyone was thinking that recovery from the Covid-19 economic downturn would be quick and perfectly V-shaped, Qantas certainly had news for them, with its...

Six reasons Telstra will lead markets post COVID-19

As a change of pace, I’ve taken a look at the outlook for Telstra both during and post COVID-19. The share price fell from a high of around $4.0 in...