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Brilliant Investment Thinking by Advisers for Advisers.
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Attending to your shorts

For entertainment value, and sometimes returns, little can match an activist short seller. Infamous Muddy Waters is the best example. It claims 19% per annum...

Know the companies you invest in better than any analyst in the market

This piece of advice from Zehrid Osmani, portfolio manager of the global unconstrained strategy at Franklin Templeton boutique, Martin Currie, couldn’t...

Good and bad news for IOOF

The good news for IOOF (ASX: IFL) following the battering it took from shareholders last month is that the Australian Competition and Consumer Commission...

Australian investors happier, trust advisers - PIMCO

Global investment manager Pacific Investment Management Corporation (PIMCO) released the results of an extensive survey of Australian investors this week. The...

The world after COVID-19

As the year from hell winds down around the world, an influx of 2021 outlooks have flooded adviser inboxes around Australia. Most should be taken with a grain...

Finding the next Amazon

Every fund manager talks about finding the next Amazon, Facebook, or Google, but very few are able to do it consistently. In fact, a broad majority of global...

Quality rules the value vs. growth debate

It’s the age-old battle, “value” versus “growth,” that seems to still polarise market participants and populate columns of the...

The recession is over, where to now?

There are positive signs for the Australian economy following Wednesday’s third quarter GDP figure. It was a positive reading of 3.3% quarter on quarter,...

Can analyst reports be relied upon?

Way back when it was possible to have relatively open conversations with company management and receive mostly unscripted responses. Nowadays the access is...

Banks, shopping centres underappreciated says Martin Currie

An interview with Will Baylis, Portfolio Management of Sustainable Equity at Martin Currie. Thank you so much for joining us Will, it would be great to get an...

Cheaper, more diversified and delivering

With attention focused on the record-breaking run of the Dow Jones Industrial Average (DJIA), which now sits above 30,000 points for the first time, smaller...