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Brilliant Investment Thinking by Advisers for Advisers.
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96 articles from

Giselle Roux

Giselle Roux is one of Australia's most well-known and highly regarded investment strategists, having held the role of Chief Investment Officer at both Escala Partners and JB Were. She has also held a number of senior equities analyst and investment banking roles including with Citigroup, Bank of America Merrill Lynch and McIntosh Securities. Giselle is a host of The Inside Network events, a member of the Advisory Committee and contributor to The Inside Adviser publication.

'Wash and clean' equity portfolios as valuations spike

The now not-so-new ETFs that follow well-known indices have been a hugely welcome introduction. One does not have to debate the inexplicable underperformance...

Transparency demanded in private markets; why make it so hard?

Why make it so hard? Occasionally, maybe even frequently, we come across investment strategies that are unexplored or even unknown. Naturally, the first port...

Courage required in the search for growth amid thematic boom

Themes and long-term investing go hand in hand with wide divergence between the merits of ETFs and active funds. A recent plethora of appealingly named ETFs...

Courage required in the search for growth amid thematic boom

Themes and long-term investing go hand in hand with wide divergence between the merits of ETFs and active funds. A recent plethora of appealingly named ETFs...

Courage required in the search for growth amid thematic boom

Themes and long-term investing go hand in hand with wide divergence between the merits of ETFs and active funds. A recent plethora of appealingly named ETFs...

Transparency key as advisers delve into private markets

With the astonishing skew to “what is working well,” reading monthly fund reports one would expect equally astonishing alpha. Clearly, that is not...

Transparency key as advisers delve into private markets

With the astonishing skew to “what is working well,” reading monthly fund reports one would expect equally astonishing alpha. Clearly, that is not...

Transparency key as advisers delve into private markets

With the astonishing skew to “what is working well,” reading monthly fund reports one would expect equally astonishing alpha. Clearly, that is not...

Transparency key as advisers delve into private markets

With the astonishing skew to “what is working well,” reading monthly fund reports one would expect equally astonishing alpha. Clearly, that is not...

A new supercycle?

The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...

A new supercycle?

The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...

A new supercycle?

The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...

A new supercycle?

The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...

A new supercycle?

The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...

A new supercycle?

The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...

A new supercycle?

The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...