Monday 4th October 2021
IN60 with Sebastian Evans from NAOS Asset Management
Sebastian Evans from NAOS Asset Management speaks to Peter White from The Inside Network for our IN60 series.
US inflation bumps market higher, technology boom, AGL capitulates
The weakest monthly inflation print in close to two years offered the best possible backdrop for the local market on Monday, with the S&P/ASX200 gaining...
Super funds pass performance test, but at a cost
Funds have adapted to the test's metrics, but the consequent risk aversion could put the industry in "limp mode" and curb performance.
The gathering storm
China's bid for global power, climate change and the transition away from fossil fuels are three of the defining megatrends of our time.
Volatility creating stock-picking opportunities in micro caps, says Ellerston
Market volatility may be unsettling investors, but it is creating compelling opportunities for active stock-pickers, says Ellerston Capital.
The quiet giant of private markets: why secondaries are gaining ground
For advisers building private equity allocations, secondaries offer liquidity, faster deployment and a more diversified starting point.
Seven soft skills financial advisers need to develop as client expectations rise
From behavioural coaching to difficult conversations, this article explores the seven human skills that increasingly separate good advisers from great ones.
AI isn’t coming for your job. It's coming for your mind
Perhaps in the future the people who thrive won’t be those who use AI most, but those who can still think without it.