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Brilliant Investment Thinking by Advisers for Advisers.
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Specialisation, scarcity and staying power: Inside high-conviction investing

In an industry obsessed with breadth, Cooper Investors’ Endeavour Fund is doubling down on depth and specialisation.

Stewarding capital through the climate age

John Woods, deputy chief investment officer at Australian Ethical, knows that investing ethically isn’t about feeling good—it’s about thinking long. At...

Starting with trade, several forces may reshape investment opportunities

Markets celebrated Trump’s November victory, anticipating a surge in mergers and acquisitions (M&A) activity, deregulation, lower taxes, and pro-business...

Once in a decade: The return of real value

Reece Birtles doesn’t see value investing as a relic. Far from it. The chief investment officer at Martin Currie Australia believes the strategy is not only...

New global small-caps fund targets wholesale, retail investors

A new offering for “mums and dads” from Warakirri Asset Management has an investment strategy that focuses on recent changes at a company that the market...

The case against complacency: Why the S&P/ASX 200 is holding advisers back

Dion Hershan, head of Australian equities at Yarra Capital Management, doesn’t believe in sugar-coating market narratives. His message to The Inside...

The ‘magnificent’ compression: What a P/E reset means for growth investors

For several years, investors, from institutional to retail, couldn’t get enough of the tech stocks with all their promises of future growth. But now the...

Craft, curiosity and capital: Inside the Cooper Investors Endeavour Fund

It’s easy to forget, when listening to Marcus Guzzardi and Geoff Di Felice speak about investing, that their job is fundamentally about numbers. Not because...

The golden age for active management in Australia

At a time when the asset management industry seems to be gravitating inexorably toward passive investing – with low-cost ETFs pulling in record inflows and...

Head-to-head: ESG integration versus ‘impact investing’

ESG integration and ‘Impact investing’ are often seen as similar, but there are crucial differences that must be well-understood before two approaches can...

Harnessing the power of improvement on the ESG continuum

In an era of volatility and heightened societal that influence the sentiment toward sustainable investing, Grace Su, Portfolio Manager at ClearBridge...

As US small-caps tumble, long-term opportunities emerge

The first quarter of 2025 was a challenging one for US equities, but Francis Gannon from Royce Investment Partners, part of Franklin Templeton group of...

The dead parrot of financial planning

In Monty Python’s famous Dead Parrot sketch, John Cleese tries to return a clearly dead parrot to the pet shop, but the shopkeeper insists it's “just...

Don’t be trumped by the White House’s economic nostrums

Three adviser firms are telling their clients to trust their portfolio structures to ride out the current market volatility largely sparked by a looming trade...