Australian Ethical Adviser Voice Series: James O’Reilly
An adviser with an ambition for all of his clients to be invested responsibly.
Analysis
Monday 23rd June 2025
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Where should investors turn in the era of bubbles?
While nearly all the fussing on equity valuation and bubbles is centred on the US, Europe, Japan and the emerging markets (EMs) have provided decent returns...
Expectations 'reshuffled' as resilient inflation delays tipping point on rates
Stubborn inflation is forcing central banks around the world to recalibrate, according to Neuberger Berman. Shorter durations remain du jour while yields are...
The year that was; our most-read articles
Given the seeming obsession with the impending inflation outbreak in Australia, and around the world for that matter, one could be excused for thinking this...
Global easing deepens as stimulus, not stability, drives the market rally
A wave of global easing masks fragile economic growth beneath the surface. A late-cycle melt-up could ensue, but its foundations would be similarly shaky.
Podcast
Presented by
BIT #14: Stability in a volatile world with Andrew McVeigh from Remara
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...
BIT #2: Investment dynamism with Paul Saliba from SQM Research
The Inside Network’s managing editor Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year...
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
Investor Strategy News editor Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get...
BIT #12: Real returns from real assets with John Taylor from Dexus
John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...