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Brilliant Investment Thinking by Advisers for Advisers.
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Navigating the economic outlook by flashes of lightning

A data dependent Fed will eventually need to acknowledge signs of a strengthening global economy, says Neuberger Berman. Bolts of information that sway the...

Did the Future Fund get it wrong?

The Future Fund’s decision to take risk off the table resulted in a lacklustre return and criticism from the super sector. But advisers know the journey...

Belgium overtakes Australia to top median-wealth rankings

Much of the 2.4 per cent decline in global wealth in 2022 - the second-biggest this century - stemmed from US dollar appreciation, but even controlling for...

Qantas' fall from grace tests limits of customer loyalty

It's up to incoming Qantas CEO Vanessa Hudson to restore the Spirit of Australia's battered reputation after a series of high-profile trust breaches. But...

Managers need to look beyond ‘knee jerk’ greenhushing: Zenith

Marketing ESG credentials could be greenwashing even if correctly disclosed, according to Zenith, but going “dark” on disclosure isn’t an option either.

Why I'm committed to ESG, despite the momentum shift

As advisers we tend to forget the incredible position in which we sit, as the stewards of client capital, with the power to determine what types of companies...

The one thing holding the whole damn financial system together

From the goldsmiths who paved the way for modern currency, to the zealots pushing bitcoin's potential, the common denominator holding up the fabric of the...

Despite looming tech fears, some say sky's the limit for Nvidia

Brokerages raising their target price on Nvidia shares this month have pushed the median view to US$500, and analysts say that may be conservative. After an...

Global supply chains sweating on Panama precipitation levels

It's deja vu for global supply chains, but this time it isn't a wayward tanker in the Suez Canal, but rather a lack of water in the Panama Canal that is...

Process over performance with high conviction: Claremont Global's Bob Desmond

Focussing on a concentrated portfolio of quality and growing stocks can expose investors to strong profit growth and some of the best companies in the world,...

Did the great recession of 2023 just pass us by, or is it still lurking?

Did one of the most widely forecast recessions just fail to materialise, Neuberger Berman asks, or are we entering a false dawn that could see investors trip...