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Brilliant Investment Thinking by Advisers for Advisers.
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The FAANGs of fixed interest

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio,...

Charting a course to the future

Charter Hall Group (ASX:CHC) delivered one of the surprises of earnings season last week, once again exhibiting the importance of quality when it comes to...

Time for alternative investments to shine

Given the global outlook is clearly one of a high degree of risk, it is surprising that all forms of risk assets seem to continually defy all the negative...

A Q&A with RARE Infrastructure - Following a volatile year

Traditional infrastructure has been impacted heavily during the pandemic as human movement is restricted to all but its basic levels. The RARE Income Fund has...

How one bond manager made 11% in the June quarter

When we saw this headline we assumed it was from one of Lazard's global equity strategies across its $170 billion portfolio.

Gold to hit US$3,000 on virus fears

The gold price is soaring, all thanks to a world gripped by fear, or is it hope?

The teenager in your portfolio

Currencies are the closest cousin to this age cohort in investment markets.

Look to Your Own Devices: Biotech Stars of the ASX

In the first of a series on Australian biotech success stories, we start with some of the outstanding medical device stocks on the ASX.

The rise of restoration of oil and gas

A focus on oil and gas abandonment and implications for the ASX.

Social housing - A potential for good returns while helping those in need

A nascent asset class is emerging on the back of the roll out of the National Disability Insurance Scheme (NDIS). NDIS is a welfare support scheme of the...

'Walking the walk': Why more investors are attracted to co-investing

Alignment of interest is a concept basic to a great many modes of human behaviour yet in the funds management sector it does not necessarily receive the...

Social Bonds - a growing asset class that's packing a positive punch

The broad ESG framework is experiencing a sea change. In the past, governance and environmental issues sparked investor interest, a paradigm COVID-19 is...

Ways to Play the Tech Boom

Investors are realising that without meaningful technology exposure, their portfolios are missing a major growth driver. However, the difficulty of picking...

COVID Takes a Nibble at House Prices, That Could Widen to a Bite

The COVID-19 pandemic has begun to bite into the residential property market, with capital city dwelling values falling a cumulative 1.3% over the past two...