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Brilliant Investment Thinking by Advisers for Advisers.
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Howard Marks on market dislocation and remarkable credit opportunities

The legendary investor says we're in the midst of the third major shift he's seen in his 50-year career, as a decades-long low-interest-rate environment shifts...

The disorder of the Phoenix: A Ruffer story

Hatry's downfall certainly provides a cautionary tale of the dangers of financial excess and the depths individuals will plumb in seeking to avoid exposure and...

Soft landing harder to find as economy proves resilient to inflation

Signs of rising economic optimism in Australia don't change the narrative on the risk of recession, with chances remaining high for a deep downturn in...

Beware the 'aggressive optimism' around overvalued tech stocks: Atrium

Technology stocks at the big end of the S&P500 have enjoyed a (mostly) golden run, but Atrium Investment's Brendan Paul warns that Nvidia's astronomical...

Inflation range in view, but is it close enough to stop further rate hikes?

The rate hiking cycle may be reaching its zenith, with inflation showing signs of a plateau. The next few months will be pivotal, Neuberger Berman says, which...

Rosy outlook for corporate earnings may turn out grey

Corporate profit growth is expected to moderate, especially in sectors focused on consumer sales, and mining companies have seen large downgrades. Meanwhile,...

Central banks wield weapon of choice in the inflation battle

The use of interest rates by the RBA and other central banks as a means to tackle inflation is a critical economic mechanism, writes adviser David Simon. The...

So who has more advisers per capita, the US or Australia?

The barriers to enter the advice profession differ significantly between the two nations, as do the regulatory parameters. Despite the differences, the US and...

When investing with discretion is the better part of valour: Ruffer

It is striking how little little yield premium equities are offering over the official interest rate at them moment, says Ruffer's Steve Russel. Investors may...

Active management outperformance rarely lasts: US study

While active management can provide pockets of outperformance both here and globally, research from S&P Global suggests maintaining above-benchmark returns is...

Credit's day of reckoning looms as Goldilocks era comes to a close

Those that have made high returns by overpaying for higher-risk/lower-quality credit have been lucky, but credit conditions are unlikely to be as benign in the...