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Brilliant Investment Thinking by Advisers for Advisers.
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To syndicate or not to syndicate?

If you are looking for one word to describe 2020, ‘volatility’ would seem to fit the bill. Every aspect of our lives, whether it be financially,...

Water utilities - dull but dependable?

I want to discuss a water utility, which may sound as dull as dishwater – but we global real assets investors have never been averse to safe,...

SDGs 10 years on - approach with caution

2020 marks the fifth anniversary of the establishment of the United Nations’ special development goals, or SDGs. The UN created 17 SDGs to address the...

Integrity Life raises $43 million

Integrity Life secured $43 million in their recent series B round of funding. There was a strong interest in the raise, that took place before and during...

Integrity Life raises $43 million

Integrity Life secured $43 million in their recent series B round of funding. There was a strong interest in the raise, that took place before and during...

Opportunities in Australian credit

Many investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical basis,...

Opportunities in Australian credit

Many investors may be wondering whether there is any value left in domestic fixed-income markets. While outright yields may look tight on a historical basis,...

Governance: Raising the bar

Governance is the pillar of environmental, social and governance (ESG) principles that investors have been actively considering for the longest period of time....

Governance: Raising the bar

Governance is the pillar of environmental, social and governance (ESG) principles that investors have been actively considering for the longest period of time....

Stonehorn: fear = opportunity

They say that the first year of a new business is the hardest. Although there were moments when it felt like it might be, it hasn’t turned out that way...

The Post-COVID economic factors to consider

For obvious reasons, everyone is focused now on the pandemic, the mitigation policies being put in place to control it and the huge monetary, fiscal and...

The Post-COVID economic factors to consider

For obvious reasons, everyone is focused now on the pandemic, the mitigation policies being put in place to control it and the huge monetary, fiscal and...

Earnings volatility creates opportunity

The rollercoaster in global equity markets during the first half of the year is now behind us, and although the market has rebounded, many industries still...

Earnings volatility creates opportunity

The rollercoaster in global equity markets during the first half of the year is now behind us, and although the market has rebounded, many industries still...

Building Climate Aware Portfolios

With climate change being increasingly recognised as a systemic risk, the investment community is becoming more focused on supporting the transition to a...

Building Climate Aware Portfolios

With climate change being increasingly recognised as a systemic risk, the investment community is becoming more focused on supporting the transition to a...