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Brilliant Investment Thinking by Advisers for Advisers.
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Transparency demanded in private markets; why make it so hard?

Why make it so hard? Occasionally, maybe even frequently, we come across investment strategies that are unexplored or even unknown. Naturally, the first port...

Goodbye Mr. Bond

Multi-asset manager Ruffer LLP’s Rory McIvor tells the story of when he sat at Ruffer’s Victoria Street office in London, five years ago, across...

Pandemic shift turns 'temporary' into structural growth

The value renaissance has been the topic du jour in the financial press since the vaccine-led recovery began in November 2020. After decades of...

Spotting an authentic sustainable investment product

In recent years there has been a large increase in the number of ESG-related investment products on the market, fuelled by increasing demand from consumers who...

Central to the problem, but key to the solution on climate

It is clear that ESG is more than a buzzword; ESG considerations are influencing more investment decisions by the day, but many are naturally questioning what...

Cryptocurrency emerging as hedge against looming inflation

As the Covid-19 pandemic continues to rattle global economies, cryptocurrency â€” and its most popular “coins,” Bitcoin and...

Financial advisers driving ETF adoption

BetaShares and Investment Trends released their latest ETF Report, a quantitative study of the financial advice industry based on the responses of around 800...

Courage required in the search for growth amid thematic boom

Themes and long-term investing go hand in hand with wide divergence between the merits of ETFs and active funds. A recent plethora of appealingly named ETFs...

'Consensus is the opportunity' in global small caps

‘Consensus is dumb’. These were the closing comments of leading global small and mid-cap (SMID) equity manager Ned Bell at the recent Inside...

Specialist debt manager expands adviser offering

CIP Asset Management (CIPAM) has launched a wholesale version of its highly successful CIPAM Multi-Sector Private Lending Fund. The launch provides the...

Looking for exposure to the booming semi-conductor sector?

Not a day goes by that we don’t hear about the massive semiconductor shortage created by the pandemic. Supply chains around the world which span Europe,...

Putting the income back into fixed income': Colchester Global

London-based fixed interest manager Colchester Global recently presented “Putting the income back into fixed income” to investors, focusing on the...

Charter Hall's Long WALE Fund gets 'Recommended' rating

Property fund manager Charter Hall’s Direct Long WALE fund has received a “Recommended” rating from Zenith Investment Partners. Standing for...

Advisers take a fresh look at emerging markets

A confluence of largely unrelated trends is prompting advisers to rethink their former reticence about emerging markets for all but their better-heeled...