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Brilliant Investment Thinking by Advisers for Advisers.
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The OG investment researcher: Rob da Silva on gorillas, conflicts and what advisers really want

Rob da Silva didn't plan a career in research, but a confluence of events led to an early career switch away from pure funds management. The research sector...

The dangers of being too passive

Investors may be in love with the 'magnificent seven' technology stocks, yet the top end of the stock market is notoriously volatile. That's worth noting for...

Value investing's true believers reap the greatest benefits: Pzena

Investors may find themselves gravitating towards 'value-light' or indexed versions of a genuine value investment strategy, Pzena says, but both are likely to...

Zero-rate anomaly won't be repeated: Marks

Interest rates aren’t going back to what the current generation of investors consider ‘normal’ anytime soon, according to Oaktree’s Howard Marks, and...

Advisers beware: Social issues the new ESG frontier

Financial stewards need to cast a broader eye over the stance companies take on social issues like The Voice and the Israel/Palestine conflict. Community...

For performance and impact in ethical investing, conviction is key

Ethical investing is rightly associated with driving change for people and the planet, but because it's about being highly convicted on long-term themes, it...

‘The stock prices will follow’: Earnings key to big-picture portfolios

Understanding how macroeconomic changes may affect companies' earnings profiles is key to Ausbil Investment Management's top-down approach, which lets the fund...

'The triumph of hope over reality': Why Ruffer expects higher, more volatile inflation

Faced with the option of stunting 'financial stability or growth stability', the US will only go one way. So investors need to protect against more volatility...

Head-to-Head: The emerging market edge

Active managers with sector-specific knowledge really flex their muscles when dealing with countries in the midst of sustainable economic development. In this...

Expensive assets suffer most when bubbles burst: Orbis Investments

Since tulipmania, good investment ideas have regularly been turned inside out after being taken to extremes. With 2021 setting all sorts of trading records,...

Catalyst will correct 'expensive' markets at some point: Atrium

A recalibration of dislocated markets is inevitable, according to Atrium's Glen Foster, and the landing may not be a soft one. This presents an opportunity for...