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Brilliant Investment Thinking by Advisers for Advisers.
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Developing a Trumptweet investment strategy

On August 1, President Trump sent four tweets about China. With tweet three, which talked about additional tariffs on US$300 billion of goods exported from...

Proceed with caution in emerging markets

Investing in emerging markets is a bit like making a soufflé: it's a courageous undertaking fraught with the risk of things not working out as hoped. EM...

Proceed with caution in emerging markets

Investing in emerging markets is a bit like making a soufflé: it's a courageous undertaking fraught with the risk of things not working out as hoped. EM...

Will business and consumer confidence converge?

Global consumer and business confidence have diverged, a trend that started in 2018. It is otherwise pretty rare, only occurring two other times over the last...

Equity income opportunities in focus

The global Purchasing Managers' Index (PMI) has been in decline since 2017. Combined with the heightened risk of a prolonged US-China trade war; this has...

Equity income opportunities in focus

The global Purchasing Managers' Index (PMI) has been in decline since 2017. Combined with the heightened risk of a prolonged US-China trade war; this has...

There is a problem with retirement incomes but it isn't the super guarantee

There is a case for not proceeding with, or at least further deferring, the legislated increase in employers' compulsory superannuation contributions from 9.5...

There is a problem with retirement incomes but it isn't the super guarantee

There is a case for not proceeding with, or at least further deferring, the legislated increase in employers' compulsory superannuation contributions from 9.5...

Home ownership is no longer a one-way street

More than in many countries, in Australia home ownership has traditionally been seen as a journey, with most of us aspiring to own a home and pay down a...

Home ownership is no longer a one-way street

More than in many countries, in Australia home ownership has traditionally been seen as a journey, with most of us aspiring to own a home and pay down a...

Phony competition inducing consumer paralysis

Do you think you are paying more than you should for energy, banking, insurance, internet and phone services? You are not alone, and you are probably right.

Phony competition inducing consumer paralysis

Do you think you are paying more than you should for energy, banking, insurance, internet and phone services? You are not alone, and you are probably right.

Help wanted, advice needed... digital wealth to the rescue

Fewer people in Australia are likely to get financial advice in the wake of the Hayne Royal Commission - the inevitable consequence of implementing the final...

Help wanted, advice needed... digital wealth to the rescue

Fewer people in Australia are likely to get financial advice in the wake of the Hayne Royal Commission - the inevitable consequence of implementing the final...

The greening of China

I recently returned from a research trip to China and was struck by how seriously environmental issues are now being taken by government and town planners. As...

Taking ESG beyond impact investing

For fixed-income investors, understanding environmental, social and governance (ESG) factors - as they are financially material to performance - has proven to...