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Brilliant Investment Thinking by Advisers for Advisers.
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Happy, clever people: Humans, not machines, still drive innovation

Investors have a lot to gain from identifying the risks and opportunities present in the management of human capital. Productivity demands innovation, says...

Wealth hits record high, but wealth gap widens even further

While Australian household wealth is hitting new records, research shows much of it is held by just a few people, with the richest 5 per cent of Australians...

Lack of global warming accountability putting investors, and the planet, at risk

"Rational, economic arguments" are required to support a reduction of the costs of global warming on the planet and the economy, says Australian Ethical.

Uncertainty prevails, so quality is king: Neuberger Berman

The inflationary cycle is at a tipping point both in Europe and the US as central governments sweat the lagged effect of rate rises on inflation. For...

Ethical investing surges despite higher bar and greenwashing scrutiny

Despite being buffeted by some serious headwinds, the sustainable investment movement shows no sign of slowing down in Australia.

Prepare for a 'slow' correction on interest rates: Bentham AM

The current inflationary cycle is an "interesting" one, says Bentham CIO Richard Quinn, with a host of contributing factors that will all take their time...

Eyeing end of rate rises, Thinktank sees cause for optimism 

Ongoing volatility is linked to uncertainty over interest rates, which appears likely to be nearing an end, the non-bank property lending specialist said....

Banks hold out as soaring costs force Aussie blue chips to cut dividends

Australian companies' dividend payouts are down 24 per cent from a year ago, as higher interest rates and cash flow challenges darken the outlook. Payouts from...

Weak consumer spending a sign that interest rates have peaked: Economists

Australian consumers are showing real signs the largest and longest rate hiking cycle in 30 years is starting to bite. It might be the proof the RBA needs to...

Jobs data points to rate rise

After a stronger-than-expected US inflation figure for August, the Australian August job report blew expectations out of the water, with a 64,900 jobs created...

Bubble warning: why Nvidia might be ‘too big to succeed’

Despite strong fundamentals for the chip king, Research Affiliates says investors are overplaying Nvidia as the ‘safe’ hand in the AI game.