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Brilliant Investment Thinking by Advisers for Advisers.
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Fighting the bull

The environment has seemingly never been better for investors. After an incredible collapse in 2020 sharemarkets have staged a remarkable comeback, with the...

Getting too close to the fire

Sharemarkets, excluding dividends, are now as much as 70 per cent higher than their March 2020 bottoms. Overseas the recovery has been even stronger, with the...

Iron ore - just the beginning, or beginning of the end?

“Iron ore remains a commodity that polarises the market” according to Ausbil’s local investment team. Among the stable of strategies is the...

Is it time to start investing in UK?

Over the past 20 years, UK corporate earnings growth has been up and down, but largely in an overall decline. This gloomy picture has stuck around....

Hidden ESG risks in popular stocks and funds

As investors put more and more money into ESG-focused products, so too are they getting more sophisticated in their selection – in both what they are...

Top of the pops

The global outlook has turned murky once again. From going into recovery mode out of lockdown, economies around the world are on alert given the high...

Value factor vs. traditional valuations

Value investing, for all its history as a robust investment strategy, has been one of the worst-performing ways to invest money over the last few years. Fair...

Perpetual plots world domination

A slew of acquisitions has made homegrown investment manager Perpetual (ASX: PPT) a truly global business. CEO Rob Adams says there’s plenty more to...

Pandemic exposes folly of macro

It has been a difficult few years, or perhaps decades, for forecasters of all kinds. Whether it was election polling that failed to predict both Trump’s...

Are you pricing water risk?

Devastating floods, unseasonal hurricanes, excessive droughts, megafires, and more demonstrate how extreme water risk is global now. From an investor’s...

Separating good stock picking from momentum

Hindsight is a wonderful thing. Looking back at the events of the last 18 months, it becomes abundantly clear what actions both investment advisers and fund...