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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.

Gaps in ESG investing

Most fund managers or asset owners you may question to about ESG have probably stated that they are a signatory of the UN PRI at the very beginning of the...

Gaps in ESG investing

Most fund managers or asset owners you may question to about ESG have probably stated that they are a signatory of the UN PRI at the very beginning of the...

Inflation: From simmering to a boil

Inflation is an age demographic phenomenon; ask anyone with a vintage pre 1980s’ versus the younger set. To a lesser extent is inequality. The case for...

Inflation: From simmering to a boil

Inflation is an age demographic phenomenon; ask anyone with a vintage pre 1980s’ versus the younger set. To a lesser extent is inequality. The case for...

An Introduction to Inner Circles

The Inside Network’s InnerCircles are designed to assist Australia’s leading IFAs, Instos and Investors overcome specific challenges and impart the...

An Introduction to Inner Circles

The Inside Network’s InnerCircles are designed to assist Australia’s leading IFAs, Instos and Investors overcome specific challenges and impart the...

An Introduction to Inner Circles

The Inside Network’s InnerCircles are designed to assist Australia’s leading IFAs, Instos and Investors overcome specific challenges and impart the...

The teenager in your portfolio

Currencies are the closest cousin to this age cohort in investment markets.

The teenager in your portfolio

Currencies are the closest cousin to this age cohort in investment markets.

Where do we go now?

The eye of the beholder More than ever, one considers prospects from the domain within one resides. Locally, we in Victoria naturally have a bleak view...

Where do we go now?

The eye of the beholder More than ever, one considers prospects from the domain within one resides. Locally, we in Victoria naturally have a bleak view...

Jekyll and Hyde, one and the same

Why have risk assets been so buoyant since April? No shortage of opinions, so which is right?

Slush funds

Liquidity is said to be the driver of this cycle. No hiding here as central banks provide largesse without restraint, while governments fret about re-election...

Social Bonds - a growing asset class that's packing a positive punch

The broad ESG framework is experiencing a sea change. In the past, governance and environmental issues sparked investor interest, a paradigm COVID-19 is...

E is not for easy

Recent years have had pundits focus on the potential growth and relative valuation of emerging markets. The terminology alone is obtuse, just what is emerging?...

Embracing Big Brother

Most of us have not experienced the current level of government and institutional direction of our lives. The impact on business is likely to be profound.