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Brilliant Investment Thinking by Advisers for Advisers.
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What's better than a unicorn?

The stellar run in the Nasdaq 100 index, which has seen it reach new all-time highs some 40 times already in 2020, shows no signs of slowing. With such...

Property never sleeps

Although the economic shutdown in Melbourne has put a dampener on property transactions, the world continues outside Victoria, with several major transactions...

Hedge Funds Rock rocks on

Metrics takes out top award among alternative managers

The Battleground: AMP Capital Vs Magellan on Infrastructure

In this piece we compare two funds in the wholesale infrastructure space: AMP Capital Core Infrastructure Fund and Magellan's Infrastructure Fund, both...

HESTA appoints Martin Currie for new partnership

Martin Currie Investment Management has formed a partnership for international equities with HESTA, the $52 billion health and related industries super fund.

Is it time to buy into the unloved Australian property sector?

As Covid-19 cases drop, and talk of CSL's vaccine starts, it shouldn't be too much longer before lockdown restrictions ease and the economy is back on track.

Private space to public face

Though no longer a new theme, non-bank lending requires a refresher. Everyone is by now aware of the limitations of bank finance and therefore the provision of...

Understanding alternative assets

In an environment of low interest rates and seemingly overvalued sharemarkets, advisers are naturally flocking to alternative asset classes to eke out returns....

The power of engagement

Investing to improve lives  is the mantra of Martin Currie, one of the world leaders in ESG investing. This annual report reviews the year that was...

An introduction to ETFs

A short summary sheet for clients and advisers, outlining the many types and options in the fast growing sector.

Q2 Global Outlook

The COVID-19 recovery is looking more U than V-shaped as hoped, according to Western Asset Management. That said, lockdowns will act only as a disruption to a...

Drummond Property Consultants: Caution amidst headwinds

Since our 2020 Strategic Asset Allocation (SAA) review in June, we have remained modestly underweight the SAA reflecting concern about prospects for the asset...

Magellan launches its Core ETF series

The well-known fund manager has launched a series of low-cost ETFs which will help further its reach into the retail investor market.

3 unlikely stocks to get your dividend fix

One of the main themes that played out this reporting season was the absence of company dividends. The cash doled out by the largest 50 ASX listed companies...