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Brilliant Investment Thinking by Advisers for Advisers.
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The end is nigh as inflation rises to 3.8%

Australia’s inflation rate was released yesterday, hitting 3.8% over the year to June, from 1.1% for the twelve months to March. Looking at media...

Who will repay the debt?

Despite a brief moment in the sun during the depths of the pandemic, Modern Monetary Theory or MMT, somewhat disappointingly remains on the fringes of economic...

Australian 'attention bias' obscuring EM opportunities

Over the past month, Australians have been reminded that the COVID-19 pandemic is still keeping the country in check. Like many other countries around the...

Why advisers are deserting Platinum

Comment by Jamie Nemtsas I have been an adviser for 25 years and, apart from a quick dalliance with AMP as a graduate, I have worked at or owned a...

Are you reframing the future of asset management or is it reframing you?

Ernst and Young (EY) has released a research publication titled the “Future of asset management.” As the title suggests, a transformation in the...

Getting real on rates

Inflation has been among the most popular terms across news headlines, research reports and economic forecasts. Whilst the loudest voices tend to dominate in...

Markets grow "irrationally enthusiastic" for ESG

Markets are experiencing a “manic moment” around ESG investments and less exuberance now might not be “a bad thing in the longer run”,...

Is a commodity super cycle possible in a greening economy?

Leading investment bank JP Morgan this month released an article titled “Are commodities still a good inflation hedge amid decarbonization?” The...

The missing piece behind a dovish central bank policy

Christopher Joye and his growing team at Coolabah Capital regularly stand out among the smartest minds in the industry. Whether analyzing the topic of credit...

Staving of 'inflacency' and what it means for markets

Markets were caught off-guard this week by news that the Federal Reserve had become more hawkish than expected. The issue that gained all the headlines was the...

'Rampant speculative activity' coming to an end - Bell AM

Inflation and rate rises are back on the table it seems, after this week’s US Federal Reserve Board meeting, Chairman Jerome Powell indicated that rate...