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Brilliant Investment Thinking by Advisers for Advisers.
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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.

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...

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.

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.

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.

Investors shake off home bias, shift to international equities

Australian investors are looking past the allure of franking credits and moving towards more unbiased diversification, with ETFs providing a cheap, liquid and...