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Brilliant Investment Thinking by Advisers for Advisers.
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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...

Green bonds in focus as ESG becomes entrenched

For much of the investment industry, committing to ESG (Environmental, Social and Governance) has become a recently-adopted core belief. A concept that was...

E is not for easy

Recent years have had pundits focus on the potential growth and relative valuation of emerging markets. The terminology alone is obtuse, just what is emerging?...

In Defence of Fixed Income

INBrief Andrew Canobi - Franklin Templeton

SAA a casualty of COVID-19, but TPA to the Rescue

The days of thinking wholly in terms of traditional asset classes when it comes to portfolio construction may have been numbered for some time; in Australia,...

The sun shines on M&A activity in renewables

Mergers and acquisitions have come to a grinding halt this year. But activity in the renewable energy sector is heating up with a number of deals. According to...