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Brilliant Investment Thinking by Advisers for Advisers.
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The risk addiction

The pursuit is focused, relentless and uncompromising - dismissive of any potential consequences. So what happens when the addiction is to risk?

Navigating volatility worth the prize

With so much negativity circling, one would assume that the market is likely heading lower or treading water at best. Wrong.

Challenges and opportunities exist for long term 'quality' investors

A recession is looking more than likely with the global equities market deteriorating and valuations coming under pressure, says Bell Asset Management.

Bubble spotting as much art as science: Ruffer

The analysis required to distinguishing the hot from the irrationally over-heated is about more than numbers, according to Ruffer's Lauren French.

Market snapback likely to be 'short-lived', short positions warranted: Sage

With bad news priced in, long-short manager Sean Fenton is positive on returns.

'If we have to, we'll drive the bus': Putting money to work in the dislocation

HMC Capital sees "fantastic opportunities" in current market dislocation.

 2022 Emerging Markets Mid-Year Outlook: Navigating Opportunities and Headwinds

Despite the -16.3% year-to-date (YTD) performance,1 we are impressed with the resilience of Emerging Market (EM) equities. In any year with the S&P down...

Higher inflation, recession more likely: Franklin Templeton

Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created an...

From inflation to recession, Joseph Kalish calls it as it is

Inflation may be peaking but no recession in sight says Joseph Kalish.

A structural evolution or risky business?

Following a decade-long run of low-interest rates and rising asset prices, many companies took the opportunity to load up on cheap deb

<strong>BofA fund manager survey suggests markets could bounce</strong>

Chief Strategist Michael Hartnett at Bank of America (BofA) comically titled the July fund manager survey "I'm so bearish I'm bullish".