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Brilliant Investment Thinking by Advisers for Advisers.
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Trump bump expectations potentially 'misplaced': Yarra

Tweets aren’t policy, but Yarra Capital believes that financial markets are underestimating Trump’s intentions. Expect 2025 to be the year of higher debt,...

'Not talented enough': Vanguard indulges in hubris as active equity managers slide

As the biggest ETF provider in Australia, Vanguard has the right to crow about another knockout performance over active equity. But invective commentary is a...

‘Higher volatility, higher complexity’: How investors can surf the next wave

During the Great Moderation, the mantra was “be long and don’t touch”. But with a wave of transformation sweeping through markets, BlackRock thinks...

'Vehicle preference' and distribution shifts changing the game for asset managers

Even established asset managers are under threat from the violent shift towards low-cost investment vehicles, while allocator preference for platform...

Why bother with active management? Because dislocated markets can't last forever

Markets are expensive, driven by powerful forces which want to turn a 40-year bull market into the first ever 50-year one. That trend is not one to embrace,...

The energy transition path isn't linear, but engagement is the best compass: Pzena

The mainstream energy transition narrative has evolved in light of recent social, political and economic shifts, Pzena says. as the manager takes a deep dive...

Future Fund prognostication failure reminds us that markets don't care what you think

Australia's sovereign wealth fund's prediction of a tough year for investors didn't come to pass, but they're not the only well-resourced manager that missed...

Ausbil charts a ‘materially different’ investment environment

The environment we’re heading into is one where economies will have more redundancies built into them so they can withstand exogenous geopolitical shocks,...

Volatility 'warning shot' not putting investors off... for now

The sharp fall in markets in August was a sign of things to come, according to Ruffer, but one that investors haven’t heeded, with positioning and sentiment...

Guide, guru, gladiator: The different roles of a financial adviser in 2024

From behavioural coaching to asset allocation and emotional support, the evolving role an adviser plays sees them take on a raft of heroic guises. The value of...

What’s really behind the ASX’s ‘unbelievable’ small cap anomaly

Australian small cap managers are some of the most successful active managers in the world – and charge like it. But their apparently anomalous outcomes...