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Brilliant Investment Thinking by Advisers for Advisers.
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Career risk and paper plates

Even in ethical and responsible investing, ‘there will always be winners and there will always be losers, not everything is going to win’. They...

A new supercycle?

The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...

Everyone is losing their mind over the wrong inflation signals

Everyone is losing their minds over inflation signals that don’t matter. It is hard to pick up a paper or piece of market commentary at the moment that...

Where this top performing small cap manager is looking now

2020 and much of 2021 have been fertile hunting grounds for smaller-company investors in Australia. So much so, that the last 12 months has seen an influx of...

Morningstar tips for 'late recovery' trades

The recovery from 2020’s “massive period of turbulence” hasn’t lifted all boats, and there are still plenty of bargains to be had, if...

"Nothing to see here" as inflation consensus builds

Inflation has dominated the headlines in May, with one higher-than-anticipated print in the US triggering a broad consensus that the Federal Reserve is wrong,...

Zenith boss warns on 'overwhelming' market consensus

Zenith CEO David Wright has warned that advisers are turning away from alternative assets at a time when they may become more important than ever. Speaking to...

Pessimism termites and super-crazies: Grantham warns on "bubbly markets"

Legendary investor Jeremy Grantham says that while markets are in what he’s called “one of the great bubbles of financial history,”...

The names may change, but green heritage shines through

Stewart Investors is among the world’s leading ESG or responsible investment firms, yet a series of name and ownership changes have somewhat hidden this...

More questions than answers despite the macro consensus

Conversations on investment matters are wide-ranging. Many enjoy the ethereal world of big picture debates. Identifying these in the long run has been...

Global manager turns to proxies to influence change

US$429 billion* multi-asset manager Neuberger Berman is ramping up pressure on both sides of capital markets with its NB Votes campaign. The group, which was...