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Brilliant Investment Thinking by Advisers for Advisers.
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Surging equity markets highlight importance of valuation discipline: Australian Ethical

An elevated market is a good thing, but investors that take a valuation mindset into asset allocation need to be wary of what that means for prices. "Chasing...

Small caps renaissance set to highlight the value of active management: Invesco

While the small companies sector of the share market is poised to benefit from the predicted retreat of inflation, the tailwinds really kick in when you throw...

The trick to value investing is more fundamental than you think

It's not always about finding companies that have the biggest market share or the ones that dominate the headlines. For true value investors, the key is to...

Global risks can hit home with a punch, investors warned

True diversification is the only way for investors to protect themselves against global risk, says Jamie Green. "This includes diversification across asset...

It's quality time for global equities: Yarra Capital

Investors will need to adjust their expectations (and portfolios) to account for higher for longer interest rates, slower economic growth, stickier inflation...

Unloved value stocks primed for outperformance: Pzena

Rising interest rates and elevated stock multiples have brought down the equity risk premium and created a highly advantageous environment for value investors,...

Claremont Global lists active ETF versions of popular high conviction funds

With over 2 million Australians invested in ETFs and every second SMSF holding them, it's little wonder managers are keen to launch active ETF versions of...

Australian Ethical zeroes in on energy transition with new infrastructure debt fund

Australian Ethical's partner in the new fund, Infradebt, is an ubiquitous presence in Australia's energy transition movement, having funded 40 renewable...

Covenant-lite loans 'like driving a car without a steering wheel': Epsilon

A business may appear to be robust, but a savvy lender that is responsible for the capital of its investors needs to be constantly across the mountain of...

HMC Capital looks to mirror healthcare sector success with property focus in 2024

HMC Capital has demonstrated how effective its active engagement strategy is with the success of the Sigma/Chemist Warehouse merger. Now David Di Pilla and his...

Australian Ethical to 'push more' across asset classes in search of greater market power

The CIO of the $10 billion Australian Ethical wants to triple its funds under management by 2030. Getting on that growth trajectory could mean offshore...

Innovation should be the engine of equity portfolios, especially in 'powerhouse' Australia

As central banks signal that global economies may have reached a tipping point and the inflation cycle may soon retreat, investment teams need to refocus on...

Securitisation stays strong through market turmoil, propped by non-bank lending growth

Even the RBA is extolling the virtues of the role non-bank and private lenders play in Australia's financial ecosystem, with the sector providing investors...

Equity market concentration and the value of spreading across styles

Investors remain concentrated, with most active assets in growth-style funds and passive assets concentrated in giant US technology shares. With valuations...