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Brilliant Investment Thinking by Advisers for Advisers.
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'Huge opportunity' to find mispriced infrastructure assets

With the push towards decarbonization, ultra-low bond yields and rising inflation, the role of an adviser is becoming more and more challenging. The investment...

Comm Bank, ASIC force crypto into the mainstream

As the old adage goes, “If you can’t beat em, join em.” Well, that’s exactly what Commonwealth Bank (ASX: CBA) has done after it...

Munro doubles down on climate as search for 'structural growers' expands

Sustained strong performance has not caused complacency at global equity manager Munro Partners, which this week announced the launch of a new...

The duration paradox

The biggest influence on investment returns in the September quarter was a clear ‘backing up’ or bond rates. Naturally, this is causing advisers...

Co-investment opportunity as NAOS goes private

Niche small-and-micro-cap Australian equities asset manager NAOS Asset Management has launched a unique investment fund that focuses on private businesses in...

Structural growth still 'at reasonable levels' - Griffin

While equity markets pedaled sideways over the September quarter, volatility has returned, causing a pullback and a lot of pain for global fund managers. Nick...

Alternatives at the centre of Lucerne's success

Heading into uncharted territory, Lucerne Investment Partners CEO Anthony Murphy used the global pandemic as an opportunity to get in-front of the market with...

'Buy the dip' sees record ETF inflows

Australia’s exchange-traded fund sector continued its stellar recent run, with record inflows of $2.9 billion in September 2021. Issuer BetaShares’...

The great crypto debate

Bitcoin’s volatility means that institutional investors have historically steered well clear. But the times are a-changing, and even skeptics believe the...

An alternative source of income

Where commercial real estate (CRE) debt fits in a defensive portfolio with an income focus The problem with bonds Times are tough for investors or advisers...

Tech sell-off an opportunity, not a threat

It didn’t take long to see headlines about another technology sector sell-off feed through the market. It seems like a monthly occurrence that the threat...

Crypto is set to dominate portfolios, are you ready?

A recent survey by Credit Suisse shows that a quarter of financial advisers have cryptocurrency assets in their clients’ portfolios. In addition, another...

Protecting your portfolio from disruption

There is no denying the ripple effect that blockchain technology has had, not only in the cryptocurrency world but the wider world. What started out as being...

Big, energetic and different

Outside equity, fixed income and well-known alternatives there is another world of investment options that rarely find their way into portfolios. Examples...