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Brilliant Investment Thinking by Advisers for Advisers.
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Too soon for a Fed pivot, but fixed income looks promising: Atchison

Investors are flocking to risk stocks in the hope of an early Fed pivot following a better-than-expected US inflation report. While it is too early for a...

Smart money is pouring into private markets and away from risk assets

New data from bfinance and Invesco sees Australian investors and sovereign funds reducing exposure to growth assets in favour of private markets

Profit important but cash is back, even during times of high inflation

The British investment firm's current cash weightings have hit historic levels after perceived risks in the global economy moved it to help preserve rather...

Travel, discretionary retailers, energy tipped to lead company earnings

Sage Capital remains positive on energy and travel but cautious on iron ore, while remaining focused on individual company earnings.

Travel, discretionary retailers, energy tipped to lead company earnings

Sage Capital remains positive on energy and travel but cautious on iron ore, while remaining focused on individual company earnings.

Alceon's private debt fund remains resilient despite rising input costs and higher rates

Alceon Group maintained its view that the sector will remain strong for the remainder of this year given its robustness and healthy deal pipeline.

Alceon's private debt fund remains resilient despite rising input costs and higher rates

Alceon Group maintained its view that the sector will remain strong for the remainder of this year given its robustness and healthy deal pipeline.

A new way to measure a company's planetary impact: Robeco

Addressing the need to separate shareholder returns from real planetary impact, Robeco created its own framework that captures a company's contribution to...

Conscious Investment Management invests $300M to boost housing access

Director Casey Taylor says money will be invested into eight impact investment projects, with $150 million going towards Victorian social housing.

Conscious Investment Management invests $300M to boost housing access

Director Casey Taylor says money will be invested into eight impact investment projects, with $150 million going towards Victorian social housing.

Australia goes from crypto leader to crypto lagger

Clanz COO Stuart Burnicle believes Australia will see wider crypto adoption, despite running well behind many other countries in crypto-asset regulation.

Invesco: Not all portfolios will float as rates rise

Senior secured loans act as an important inflationary hedge in times of rising inflation according to the firm's chief investment officer.

Adviser-friendly investor forum to plug gap with millennials

The investment app creator believes he has found a way to bridge the gap between advisers and the broader addressable advice market.

Adviser-friendly investor forum to plug gap with millennials

The investment app creator believes he has found a way to bridge the gap between advisers and the broader addressable advice market.

Adviser-friendly investor forum to plug gap with millennials

The investment app creator believes he has found a way to bridge the gap between advisers and the broader addressable advice market.

From Afghanistan to advice: 'Every person matters, every dollar counts'

In between night missions in the Afghan desert, Warren Loudon would complete his financial planning assignments on a handheld 'tough book'. "When I got back to...