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Brilliant Investment Thinking by Advisers for Advisers.
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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.

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.

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.

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.

Ruffer releases its 2022 Review

The 2022 Ruffer Review explores how turbulence lies ahead for investors as inflation volatility is set to be the biggest challenge for investors in a...

Ruffer releases its 2022 Review

The 2022 Ruffer Review explores how turbulence lies ahead for investors as inflation volatility is set to be the biggest challenge for investors in a...

The Bear Is Back—Now What?

Authors Chuck Royce, Chairman, Portfolio Manager, Royce Investment Partners Chris Clark, Chief Executive Officer, Co-Chief Investment Officer, Royce Investment...

The Bear Is Back—Now What?

Authors Chuck Royce, Chairman, Portfolio Manager, Royce Investment Partners Chris Clark, Chief Executive Officer, Co-Chief Investment Officer, Royce Investment...

The investment case for Australian private debt

Inflationary pressures have been building globally for the past year, as seen in higher food, energy and transport costs. This is most evident in the US where...

The investment case for Australian private debt

Inflationary pressures have been building globally for the past year, as seen in higher food, energy and transport costs. This is most evident in the US where...

The investment case for Australian private debt

Inflationary pressures have been building globally for the past year, as seen in higher food, energy and transport costs. This is most evident in the US where...

The perils of yesterday's logic

Reimagining portfolios for tomorrow’s reality Increasing inflation volatility represents the greatest challenge to investors for a generation. A new...

The perils of yesterday's logic

Reimagining portfolios for tomorrow’s reality Increasing inflation volatility represents the greatest challenge to investors for a generation. A new...

CRE debt continues to perform during periods of rising rates

With our long period of near-zero interest rates seemingly at an end, every investor’s attention turns to the balance of their portfolio. Conventional...

CRE debt continues to perform during periods of rising rates

With our long period of near-zero interest rates seemingly at an end, every investor’s attention turns to the balance of their portfolio. Conventional...

Negative real yields positive for gold

Sentiment is shifting in the discussion about the outlook for gold. The view that the gold price will continue to weaken, as it has done for much of this year,...