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Brilliant Investment Thinking by Advisers for Advisers.
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BlackRock's Fink looks to Australia's 'good model' for US super system

Super funds are an accumulation wonder of the world, but when it comes to retirement they’re in the same leaky boat as every other defined contribution...

The bubble that refuses to burst (for now)

In the first half of 2022 the market fell almost as much as it did when Europe tumbled into World War Two. Then it reversed course – and famed bubble spotter...

To find their way through markets, investors need ‘optionality’

For the last decade, equities (repackaged and otherwise) have reigned supreme. But in a market where everything might soon start to break, investors have to be...

Private debt providers well positioned for 'mother of all default cycles': Revolution

Commentators warn that a new default cycle will strip the shine from private debt strategies, but not all managers have been "sitting on their hands". And the...

ARK Invest's Cathie Wood on markets and the 'wonder' of innovation

After a punishing innings for her flagship ETF, ARK Invest founder Cathie Wood thinks investors need to stop living in the 70s. This time next year the Fed...

'Some poor operators out there': ASIC urged to scrutinise multi-strategy SMAs

Multi-strategy separately managed accounts (SMAs) are "taking off like you wouldn't believe", according to SQM Research CEO Louis Christopher, but the rapid...

'Some poor operators out there': ASIC urged to scrutinise multi-strategy SMAs

Multi-strategy separately managed accounts (SMAs) are "taking off like you wouldn't believe", according to SQM Research CEO Louis Christopher, but the rapid...

Execs take up to 60 per cent pay cut to join new liquid equities fund manager Blackwattle

Having poached a number of high-profile portfolio managers (often at a discount), and with backing from family offices and high net worth investors, new...

Execs take up to 60 per cent pay cut to join new liquid equities fund manager Blackwattle

Having poached a number of high-profile portfolio managers (often at a discount), and with backing from family offices and high net worth investors, new...

Why the active opportunity set is 'richer than it has been in years' (and what to do about it)

Active management might be back in a big way but asset managers need to make sure they're getting what they pay for: skill, not luck. Figuring out manager...

Why the active opportunity set is 'richer than it has been in years' (and what to do about it)

Active management might be back in a big way but asset managers need to make sure they're getting what they pay for: skill, not luck. Figuring out manager...

The real value of an outrageous prediction

Pandemics, invasions and the return of inflation. If the last few years have shown investors anything, it's that outrageous predictions can often be anything...

The real value of an outrageous prediction

Pandemics, invasions and the return of inflation. If the last few years have shown investors anything, it's that outrageous predictions can often be anything...

Sovereign wealth funds tap external managers for private markets payday

Sovereign wealth funds have hit pause on their internalisation programs as they discover that they aren't naturals at private markets investing. And inflation...

'I cannot recall a more dangerous period than today': Markets get a brand new Minsky Moment

As a forty-year long bull run fuelled by cheap money screams to a stop, markets are at an inflection point. This time really could be different.

'I cannot recall a more dangerous period than today': Markets get a brand new Minsky Moment

As a forty-year long bull run fuelled by cheap money screams to a stop, markets are at an inflection point. This time really could be different.