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Brilliant Investment Thinking by Advisers for Advisers.
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Manager selection key in PE

Returns for the classic 60/40 portfolio are expected to be “uninspiring” for the 2020s, according to Schroders, and investors are rushing towards...

Manager selection key in PE

Returns for the classic 60/40 portfolio are expected to be “uninspiring” for the 2020s, according to Schroders, and investors are rushing towards...

Hedge funds, 'hybrid alternatives', in the hot seat

Uncertainty has returned to the market after a bumper 2020, fuelled by persistent inflation and a pandemic that never really went away. But in its latest...

Douglass sticks to his guns after horror 2021

After a hellish close to 2021 that saw the departure of one of Magellan’s largest institutional clients, the pressure will be on for Hamish Douglass to...

Douglass sticks to his guns after horror 2021

After a hellish close to 2021 that saw the departure of one of Magellan’s largest institutional clients, the pressure will be on for Hamish Douglass to...

Don't take blue chips for granted: Marks

Today’s investors are “riding for a fall,” according to Oaktree Capital founder Howard Marks. Markets could well be in for a repeat of the...

Don't take blue chips for granted: Marks

Today’s investors are “riding for a fall,” according to Oaktree Capital founder Howard Marks. Markets could well be in for a repeat of the...

Don't take blue chips for granted: Marks

Today’s investors are “riding for a fall,” according to Oaktree Capital founder Howard Marks. Markets could well be in for a repeat of the...

'It's never been a better environment to start shorting stocks'

“It’s never been a better environment to start shorting stocks,” says Ray David, portfolio manager for the Schroder Australian Equity Long...

'It's never been a better environment to start shorting stocks'

“It’s never been a better environment to start shorting stocks,” says Ray David, portfolio manager for the Schroder Australian Equity Long...

'It's never been a better environment to start shorting stocks'

“It’s never been a better environment to start shorting stocks,” says Ray David, portfolio manager for the Schroder Australian Equity Long...

Family offices fret on 'legacy' - and confront succession

Australian family offices are becoming more ubiquitous. But stresses are starting to show in their approach to tackling climate change and succession. The rise...

The great crypto debate

Bitcoin’s volatility means that institutional investors have historically steered well clear. But the times are a-changing, and even skeptics believe the...

The great crypto debate

Bitcoin’s volatility means that institutional investors have historically steered well clear. But the times are a-changing, and even skeptics believe the...

Ox sees silver lining in emerging markets sell-off

While the worst of the September-October sell-off in emerging markets is probably over, the sector is still in a tailspin. But the best thing about starting...

The rise and fall (and rise and fall) of thematic investing

The 2020s are set to be the years of thematic investing – but so were the early 2000s. And the more things change, the more they stay the same. One of...