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Brilliant Investment Thinking by Advisers for Advisers.
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Are your clients asking about Tesla, lithium or space?

Are your clients asking you why they don’t hold Tesla? If they have an exposure to lithium? Are they looking for an exposure to the renewable energy...

Portfolio diversification through innovation

Entering 2021, financial advisers and investors are facing many challenges when it comes to managing their portfolios. On the one hand, low interest rates and...

Alignment, avoiding fee leakage key to success in private credit

Now that the Reserve Bank of Australia (RBA) has said that it effectively expects to keep rates on hold until at least 2024, the flood of capital into private...

JP Morgan launches sustainable global macro strategy

It has been a busy start to the year for JP Morgan Asset Management (JPMAM), with the recently launched Global Macro Sustainable Fund seeking to capitalise on...

Dundas to get ETF treatment

Australian multi-affiliate shop, Apostle Funds Management, will roll-out an exchange-traded fund (ETF) version of a well-established active global equities...

Are return expectations moving ahead of reality?

Schroder’s Investment Management this week released a note to the ASX in which they announced the objective returns of their popular listed and unlisted...

Green bonds enter mainstream amid pandemic

According to think-tank Climate Bonds Initiative, green bonds were created to fund projects that have positive environmental or climate-related benefits. They...

Is this the biggest risk in your portfolio?

While listening to a conference by multi-asset investment manager, Ruffer LLP – an event we covered here – it became evident that most portfolios...

Milestone broadens pControl's reach among big investors

Milestone Group has extended the rollout of its new pControl asset allocation offering to Asia-Pacific to service increasing demand due to greater complexities...

Future fund prepares for worst

One of the most eagerly awaited updates in the investment market is that of the $171 billion Future Fund, Australia’s sovereign wealth fund – and...

Green energy revolution powering a new commodity super cycle

A new commodities super-cycle is underway, with price increases starting to resemble the resources boom that took place during the mid-2000s. During this time,...

The stars are aligning for traditional 'value' stocks

Angela Ashton, founder and director of asset consultant Evergreen Consultants, suggests that TINA – or ‘There is No Alternative,’ to...

Bitcoin: the nonsensical asset that makes sense for now

When a 25-year-old English fund manager with £21 billion (A$37 billion) under management discloses it had made a sizable investment in bitcoin, it is bound to...

Private lending will be key to an economic recovery

Middle market companies contribute close to 25 per cent of Australia’s GDP and employ a similar portion of the population according to consulting firm...