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Brilliant Investment Thinking by Advisers for Advisers.
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Six positive catalysts that could surprise investors

Over the last year, 10-year German Bund yields have gradually declined. Investor sentiment deteriorated over the course of this period as the US-China trade...

The rise and fall and rise again of businesses serving more than just their shareholders

What's the purpose of a business? For a long time, the textbook answer to that question has been purely "to make as much money as possible for its...

Markets may be expecting too much of central banks

The third quarter capped the best year-to-date return for the Bloomberg Barclays US Aggregate Bond Index since the first nine months of 2002. Although bond...

Failing to pass on the full rate cut needn't mean banks are profiteering

The unwillingness of the major (and other) banks to immediately cut their headline mortgage rates by as much as the Reserve Bank cuts its cash rate always...

In Australia, inequality is almost all about housing

Compared with the rest of the world, income inequality is not particularly high in Australia, nor is it getting much worse. The real problem is housing...

Talk about an index fund bubble is very passive-aggressive

If you've seen the movie The Big Short you will remember Christian Bale's quirky character Michael Burry - the manager of the Scion Capital hedge fund who...

Why now is the right time for value

The past two years have seen poor performance for value style indices and typical value managers globally, and stronger performance for momentum, growth and...

The end of shareholder capitalism

Capitalism's days may be numbered - at least judging by recent polls. A majority of millennials reject the economic system, while 55 per cent of women aged 18...

Developing a Trumptweet investment strategy

On August 1, President Trump sent four tweets about China. With tweet three, which talked about additional tariffs on US$300 billion of goods exported from...

Proceed with caution in emerging markets

Investing in emerging markets is a bit like making a soufflé: it's a courageous undertaking fraught with the risk of things not working out as hoped. EM...

Phony competition inducing consumer paralysis

Do you think you are paying more than you should for energy, banking, insurance, internet and phone services? You are not alone, and you are probably right.