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Brilliant Investment Thinking by Advisers for Advisers.
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The queue that isn’t forming: why Australia’s IPO market has stalled

Katie Hudson, head of Australian equities research at Yarra Capital Management, argues that the IPO drought gripping listed markets is not a demand problem, it...

The 25-year cycle: how history is pointing advisers toward small caps right now

After 26 years in small cap investing, Wellington Management's Peter Carpi has a clear message for advisers: the rotation from large caps to small caps is not...

Be disloyal: why blue chips may be costing your clients 

Yarra Capital Management’s Dion Hershan argues the set-and-forget mentality that has defined a generation of Australian equity investing is now a liability....

AI impact on Australian growth stocks is reshaping market assumptions

The AI impact on Australian growth stocks is beginning to show in valuations and earnings expectations. As artificial intelligence erodes competitive moats,...

In active equity investing, process and humility may matter more than certainty 

Invesco’s Andrew Hall says the best investors are not the most certain: they are the most disciplined about process, psychology and knowing what can go...

Chris Wallis says advisers need a new market playbook 

Vaughan Nelson chief executive Chris Wallis says the bigger risk for advisers is not the next headline shock, but a structural reset in liquidity, capital...

Australia’s retirement wave is creating a quiet private equity boom

With 60,000 small‑cap businesses and little institutional competition, Fortitude sees the lower mid‑market as private equity’s true growth frontier.

Space X already lifted-off for Pengana

The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....

Looking for growth? Then stay away from the S&P/ASX20

Where the US sharemarket index is concentrated in the "magnificent seven," in Australia, it's more like the "broken blue chips." The notion that you can...

AI, infrastructure, commodities and the investment case ahead

AI is now deeply embedded into society, and it represents the early stages of a long-term capital formation cycle, not a cyclical opportunity. However, a...

Does active management really protect on the downside?

To examine this proposition, we compare the randomly chosen First Sentier Wholesale Australian Share Fund and the Pendal Focus Australian Share Fund across...