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Brilliant Investment Thinking by Advisers for Advisers.
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Income at home, growth abroad: the case for a more deliberate global tilt

Sarah Gonzales argues the structural case for global equities has strengthened, but passive allocations are not as neutral as they appear.

Portfolio construction in a regime of greater choice and dispersion

For advisers building growth portfolios around a domestic equity and fixed income core, Esencia's Chris Forrest is direct: the toolkit has expanded...

The interest rate question advisers should be asking right now

RBA’s prolonged high-rate cycle, not single hikes, drives portfolio strategy; Datt urges focus on duration, quality earnings, capital preservation, and...

GARP index gives advisers a new frame for offshore equity exposure

A new GARP Index gives advisers a portfolio construction tool that blends global growth, quality and valuation discipline, although currency, turnover and...

Research as the bedrock: John Hortop on building portfolios that last

Robust portfolios are not assembled from themes or market calls. They are constructed through layered research and disciplined implementation.

Be prepared: Long-volatility, convexity and portfolio efficiency

It's never a question of If, only When will we see a significant left-tail event in risk assets. Here's why large equity-market declines are not rare; and why...

Discipline, not prediction: why trend-following could be 2026’s smartest strategy

Discipline cuts through behavioural bias; and trend-following thrives because it responds and doesn’t predict. Take a look under the hood of a systematic...

Crafting the right investment philosophy for advice practices

Advisers have traditionally thought in terms of the process, but the new model requires focus on other factors — with identity and positioning at the head of...

The strategic case for centralised investments

The wealth management industry is undergoing a profound transformation, with change arriving through many vectors. Decentralised advice models, in which...

The golden rules of resilience: Escala’s blueprint for advisers in volatile markets

Market volatility is not a new challenge—it’s an enduring feature of the investment landscape. But for seasoned advisers like Scott Carmichael and Ben...

When risk rises, stick to the plan

A sound investment framework and coherent plan is always advisable, but it's particularly important when markets are gyrating.