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Brilliant Investment Thinking by Advisers for Advisers.
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ESG's key role in Clearbridge's award winning strategy

The Clearbridge RARE Infrastructure Income fund was last week awarded Money Management’s Fund Manager of the Year award for the Infrastructure Securities...

Smaller company sell-off offers opportunity - Twidale

The Australian market is in a world of its own, pushing ahead with a strong post-pandemic-led recovery while a rebound of the global economy is edging closer...

Equities & Growth Assets Symposium Summary

This report provides a short summary of each presentation and the key learning outcomes from the Equities and Growth Assets Symposiums in Melbourne and Sydney.

Valuation gap between value and growth at 'extreme levels'

Simon Adler, who heads up the Equity Value fund at Schroders, presented at The Inside Network’s recent Equities & Growth Assets symposium, discussing...

Flexible duration strategies pacing fixed income flows

Fixed income allocations have experienced a difficult 12 months, with both performance and sentiment turning against the sector. The threat of higher interest...

'Uneven' impact of race to net zero opens huge opportunity

The mooted transition to net-zero will have an “uneven impact” across sectors, presenting opportunity and risk in equal measure, according to JP...

Charter Hall remains acquisitive amid Victorian tax shake-up

Charter Hall Long WALE REIT (ASX: CLW) has announced that it has secured a $790 million investment portfolio to be owned by the REIT and Charter Hall Direct...

The wide, wide world of ETFs shows no signs of slowing

The ETF world has multiplied well beyond expectations. Index-linked ETFs are now a standard-bearer for investment portfolios driven by sticky active fund fees...

Neuberger Berman's fixed income strategies for the times

With records still being set by both equities and bond markets, investor uncertainty abounds. It would seem that these times are made for both active...

Allianz Retire+ flags defensive alternatives as solution to cash conundrum

The cash conundrum facing retirees is well-known and broadly appreciated, yet little is being done to address it. With global governments forced to flood the...

Infrastructure and utilities remain attractive, renewable valuations 'stretched'

Infrastructure assets, which range from utilities such as electricity generation, to assets that facilitate the movement of the population, such as airports...

The 'case for active' in fixed income is strong

This week we had the pleasure of speaking with fixed income gurus Mark Mitchell and Justin Tyler from Daintree Capital to get their view on the interest rate...

Despite continued growth, tech remains underweight in portfolios

Technology has been the best performing sector for 10 years. And it has outperformed for the correct reason: it makes more money. The past decade, the tech...

'The market is efficient, but it has no imagination' - Ausbil

Global small-caps consistently outperform their large-cap brethren – and do it with a better risk-adjusted return – but few investors are paying...