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Brilliant Investment Thinking by Advisers for Advisers.
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Microcaps: The quiet engines of long-term wealth creation

Joel Fleming is most at home in a part of the stock market where not many analysts or fund managers venture. That's just fine with him.

Different paths to equity income: A comparative manager lens

As investor demand for stable equity-derived income rises – particularly among retirees and defensive portfolios – fund managers have taken diverging paths...

Global, growing, and undervalued: Is healthcare the opportunity of the cycle?

Healthcare, according to Perennial’s Victor Windeyer, is in the eye of the perfect storm— but in the best possible sense. Speaking at The Inside...

Australian small-caps: Benchmarks, fees and a quant’s playground

At the recent Investment Leaders Forum, Scott Bennett brought data, deadpan wit, and a surprisingly sharp message for anyone paying passive fees in small caps.

Small caps boasting a ‘moat’ can enjoy long-term outperformance

The dominance of the share market’s heavyweights over the past three years is making valuations further down the line look attractive again.

Head-to-head: Value versus growth in global equities

As with so many debates that have passionate adherents, the value-versus-growth debate is not one where investors need to pick a side. Ultimately, both value...

Head-to-head: fundamental versus systematic investing in Australian equities

The debate between fundamental investing and systematic investing is right up there with the Beatles versus the Rolling Stones, or that between fans of...

Europe becomes flavour of the month as US equities hit a roadblock

Investors are right to diversify overseas. What they must remember is, it’s not just a US story focused on the 'Magnificent Seven.'

Super funds push 'vulnerable' bank stocks into stratosphere, elevating risk levels

The super funds' collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective...

The active advantage in small cap investing explained

The rise of passive investment makes tremendous sense, especially when the index being tracked is on the large cap side. Move down the index, however, and it...

Why value is better at taking market beat-downs

Value stocks are hit harder in market drawdowns but come out of them faster and harder, according to research from Pzena Investment Management.