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Brilliant Investment Thinking by Advisers for Advisers.
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Is Bitcoin's correction a precursor for the market?

One of the most powerful, and potentially long-standing, impacts of the pandemic was the so-called democratisation of investing. With over a billion people...

Performance dispersion expands amid growth sell off

The second half of 2021 has produced a mixed bag of results for global growth equity funds. A mass rotation away from China and high bond rates impacting...

Value rally slows despite 'perfect' conditions

On the whole, value funds underperformed growth despite some volatility in October. Global equities managed to resume their upward trajectory in October and...

Crypto platforms welcome Frydenberg's regulations

From being a ‘crypto critic’, Australia has quickly transformed itself to soon be a ‘crypto leader’ by proposing a framework for...

Forward looking measures to drive ESG says Perennial

The suggestion that investing in a more responsible or sustainable manner detracts, rather than adds to returns has now been debunked, with research proving...

Ausbil tips Global Small caps as the asset class set to outperform

Global small caps have typically been an avoid for investors during a market downturn or volatile times. Usually this asset class does well during an economic...

Negative real yields positive for gold

Sentiment is shifting in the discussion about the outlook for gold. The view that the gold price will continue to weaken, as it has done for much of this year,...

Bell launches sustainable equity strategy

Melbourne-based global equity manager, Bell Asset Management, best known for its small and mid-cap equity strategies, has a launched a new...

Asset-backed securities in favour for floating-rate yield

As we enter a post-Covid world, interest rates remain at all-time lows with seemingly no immediate respite. To compound matters, the Reserve Bank of Australia...

Subtle shifts highlight the new paradigm for fixed-income investors

A quiet announcement from one of Australia’s leading industry/union super funds at the beginning of December piqued my interest. The announcement came...

EM, small-caps tipped to top return leader board

The team at Evergreen Consultants has released cutting-edge research that reveals the direction markets will take with higher inflation. The 2021 issue of...

Top hedge fund award goes to L1 Capital

L1 Capital has taken out the prestigious ‘Alternative Investment Manager of the Year Award’ at the annual Australian Alternative Investment Awards...

Reserve Bank decision solidifies role of floating-rate fixed income assets

Investment manager Daintree Capital, together with distribution partners Perennial and eInvest, held an investor webinar on its recently listed Hybrid...

Global X ETFs are coming to town

The power of passive investing has been on show during the pandemic. Combined with the ease of implementation and a flood of new investors entering the market,...