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Brilliant Investment Thinking by Advisers for Advisers.
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Good time to buy quality semiconductor companies, say experts

For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now...

Why this trillion-dollar managers prefers stocks over bonds

"We recently cut risk but stick with stocks over bonds for now. Equity prices now reflect much of the worsening macro-outlook and hawkish Fed" were the latest...

Here's how private equity is conquering the ASX

Private equity is eating the ASX alive. Nearly every other month there is another billionaire dollar private equity approach of an ASX company.

Private credit flourishes as major banks recede

Private credit has been gathering pace both globally and in Australia, growing rapidly as businesses start to recognise the unique benefits of private lending...

Amazon and the value vs. growth challenge

Value investing has been the clear winner of the first third of 2022, with the tech-heavy Nasdaq leading losses in global sharemarkets.

Australia's 'great arsenal of commodities' set to boost AUD

Ruffer LLP's single strategy approach, which is a multi-asset class, diversified fund seeking to deliver consistent returns and limit drawdowns in every market...

ETF Securities wins Australia's crypto ETF race

ETF Securities has won the race to list Australia's first cryptocurrency ETF, ending a long drawn out battle among ETF providers.

Alts performance mixed after tough quarter

Alternative investments are gaining popularity, mainly due to their low correlation to more traditional assets such as stocks and bonds.

Investing through inflation and growth uncertainty

In their latest quarter fixed income outlook, titled 'Investing Through Inflation and Growth Uncertainty' global asset manager Neuberger Berman has flagged...

Toll roads, everyday needs offer 'true' inflation hedge

The near $1 billion Martin Currie Real Income Fund has been preparing for an outbreak of inflation since 2021, according to Ashton Reid, Portfolio Manager of...

Some market neutral funds don't live up to promises

Amid ongoing elevated volatility, some financial advisers are recommending that investors hold alternative investments, including market neutral funds, which...

Your guide to contrarian investing

At its simplest, taking a contrarian investment approach means going against current market trends. There are different levels of being a contrarian investor....

Value renaissance set to continue

The move away from so-called 'growth stocks' which began in Q3 2020 is set to continue, with the winter for 'value investing' set to thaw according to Colin...

Private capital flows driving renewable transition

Government policy continues to lag private markets when it comes to the energy transition, with Federation Asset Management's latest deal to buy two battery...