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Brilliant Investment Thinking by Advisers for Advisers.
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A starter for yen: Ruffer

The Bank of Japan has been marching to a different beat than other central banks. While the Federal Reserve, ECB and Bank of England hurried to ramp up rates...

The disorder of the Phoenix: A Ruffer story

Hatry's downfall certainly provides a cautionary tale of the dangers of financial excess and the depths individuals will plumb in seeking to avoid exposure and...

New generative AI is a boon for fundamental fund managers: Kollo

ChatGPT presents an inflection point in the quantitative investment journey, writes Michael Kollo, one that doesn't need the presence of machine learning...

Alternative investments go mainstream and reshape the retirement paradigm

Up until recently, alternative investments were only really open to institutional investors, but with these now available at a wholesale and retail level the...

Central banks face a no-win situation: Ruffer

They can either tighten policy to squash inflation or ease to prevent financial contagion, but there's no right answer for central banks according to Ruffer's...

<strong>Strong start to 2023 continues</strong>

The Australian shares benchmark gained 60.1 points, or 0.8 per cent, on Monday to reach its highest level in nine months, at 7,388.2 points. The S&P/ASX...

<strong>Strong start to 2023 continues</strong>

The Australian shares benchmark gained 60.1 points, or 0.8 per cent, on Monday to reach its highest level in nine months, at 7,388.2 points. The S&P/ASX...

The great pending advice transaction

Transaction has become a dirty word in financial services yet trust and strong professional relationships can be built on regular transactions over time,...

The great pending advice transaction

Transaction has become a dirty word in financial services yet trust and strong professional relationships can be built on regular transactions over time,...

Thinking in narratives and why stories matter

Stories help investors deal with uncertainty and imperfect knowledge. But contagious narratives which come to dominate can over-inflate expectations - and...

Companies ditch IPO route, opening up new channels for investors

It's a perfect storm: Companies are staying private for longer and finding "myriad" ways to raise capital outside the traditional IPO route, while investors...

Pounding the Table for Small-Caps

We think small-cap investors are well-advised to follow the investment maxim, "Look to be fearful when others are greedy and greedy when others are fearful."

Higher inflation, recession more likely: Franklin Templeton

Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created an...

Midyear Outlook: Income arrives in many shapes and sizes

Income arrives in many shapes and sizes     The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties...

Midyear Outlook: Income arrives in many shapes and sizes

Income arrives in many shapes and sizes     The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties...

Midyear Outlook: Income arrives in many shapes and sizes

Income arrives in many shapes and sizes     The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties...