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Brilliant Investment Thinking by Advisers for Advisers.
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Bottom-up stock selection more important than ever

In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap...

Bottom-up stock selection more important than ever

In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap...

Property is back in vogue - is debt the better play?

The investment grade (IG) REIT sector is certainly one of the worst affected by the COVID-19 pandemic. Across the June quarter, only 77% of revenues (rent...

Property is back in vogue - is debt the better play?

The investment grade (IG) REIT sector is certainly one of the worst affected by the COVID-19 pandemic. Across the June quarter, only 77% of revenues (rent...

Pfizer's Coronavirus vaccine - a closer look

A major milestone for Pfizer On 9 November 2020, Pfizer announced that its vaccine candidate, developed in collaboration with BioNTech, was more than 90 per...

Pfizer's Coronavirus vaccine - a closer look

A major milestone for Pfizer On 9 November 2020, Pfizer announced that its vaccine candidate, developed in collaboration with BioNTech, was more than 90 per...

Impact investment in demand, but short supply

By now, people know what impact investing is and according to RIAA, impact assets under management in Australia have grown to about $19B at the start of 2020;...

Impact investment in demand, but short supply

By now, people know what impact investing is and according to RIAA, impact assets under management in Australia have grown to about $19B at the start of 2020;...

Vaccine ready - are we there yet?

This is an edited version of the full article, which is available here. The article pre-dated the US Election.   Executive summary Societies and governments...

The race for a COVID-19 vaccine - are we there yet?

Executive summary Societies and governments around the world are looking at a COVID-19 vaccine as the panacea that will enable the world to recover, reconnect...

Shining brightly - The true value of gold and how to use it

Gold has an almost mythical quality to it but assessing its true investment value doesn’t need to be shrouded in mystery. Some investors may still shy...

Shining brightly - The true value of gold and how to use it

Gold has an almost mythical quality to it but assessing its true investment value doesn’t need to be shrouded in mystery. Some investors may still shy...

Income targeting in a Retirement Portfolio

Given the Retirement Income Panel’s work over the past year, super funds need no more motivation to answer the critical question: how can funds deliver...

Income targeting in a Retirement Portfolio

Given the Retirement Income Panel’s work over the past year, super funds need no more motivation to answer the critical question: how can funds deliver...

Why the Budget was an 'F'!

Aussie fund manager gives Budget an ‘F’ for FAIL The head of the Australian wealth and superannuation manager Nucleus Wealth, Damien Klassen, has...

Is it truly sustainable?

“Sustainable” is a trendy word nowadays. It is thrown around in marketing campaigns like a decorative pillow, which looks good, but most of the...