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Brilliant Investment Thinking by Advisers for Advisers.
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'Anomalous' short-term underperformance of EM set to reverse

"Have we really thought about the investment implications of a world in which inflation is persistent?" That was the question posed by Dr Joseph Lai of Ox...

From Covid to conflict, the issues set to drive markets

From Covid to conflict, all it took was just a few weeks for the market to shift its attention to the unfolding crisis in Ukraine and away from the pandemic.

The gathering storm

China's bid for global power, climate change and the transition away from fossil fuels are three of the defining megatrends of our time.

Top of the pops - top global funds had one thing in common

March stands out as being one of the most difficult periods for investors in a generation. On the one hand, bond markets send fixed income to its worst return...

Evergreen's index update: Responsible managers lag in March quarter

Independent investment consulting firm, Evergreen Consultants, has released findings on the performance of green Australian and international equity funds that...

Fertility rate set to rise, bond yields with it

Aging populations are putting strain on pension and health care systems and the Covid-19 pandemic, by causing people to delay births and pushing up the number...

Inflation more nuanced, so what's the likely path for rate hikes?

The Reserve Bank of Australia officially joined the hiking party this month, and while the implications for Australian homeowners and businesses is important,...

Outlook for Australia 'favourable' compared to ROW: Chronis

The VIX Volatility Index or Fear Index hit a 52-week high of 38.94 last week after $65bn was wiped off the Australian share market.

In-house scoring the future of ESG

ESG investing and everything that comes with it have grown in both popularity and importance in recent years.

Analysts tip May rate rise as inflation soars to 21 year high

Several economists are now expecting the central bank will raise interest rates next week given a jump in inflation to a 21-year high of 5.1%, which would be...

Going against "the nirvana people are expecting"

“If you ask 100 engineers how much steel and concrete are required to build a bridge, and 99 engineers say x amount of steel and y amount of concrete,...