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Brilliant Investment Thinking by Advisers for Advisers.
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Weak consumer spending a sign that interest rates have peaked: Economists

Australian consumers are showing real signs the largest and longest rate hiking cycle in 30 years is starting to bite. It might be the proof the RBA needs to...

Jobs data points to rate rise

After a stronger-than-expected US inflation figure for August, the Australian August job report blew expectations out of the water, with a 64,900 jobs created...

A starter for yen: Ruffer

The Bank of Japan has been marching to a different beat than other central banks. While the Federal Reserve, ECB and Bank of England hurried to ramp up rates...

Bubble warning: why Nvidia might be ‘too big to succeed’

Despite strong fundamentals for the chip king, Research Affiliates says investors are overplaying Nvidia as the ‘safe’ hand in the AI game.

Navigating the economic outlook by flashes of lightning

A data dependent Fed will eventually need to acknowledge signs of a strengthening global economy, says Neuberger Berman. Bolts of information that sway the...

Did the Future Fund get it wrong?

The Future Fund’s decision to take risk off the table resulted in a lacklustre return and criticism from the super sector. But advisers know the journey...

Belgium overtakes Australia to top median-wealth rankings

Much of the 2.4 per cent decline in global wealth in 2022 - the second-biggest this century - stemmed from US dollar appreciation, but even controlling for...

Qantas' fall from grace tests limits of customer loyalty

It's up to incoming Qantas CEO Vanessa Hudson to restore the Spirit of Australia's battered reputation after a series of high-profile trust breaches. But...

Managers need to look beyond ‘knee jerk’ greenhushing: Zenith

Marketing ESG credentials could be greenwashing even if correctly disclosed, according to Zenith, but going “dark” on disclosure isn’t an option either.

Consumer discretionary strength drives upbeat reporting season

Companies were largely able to pass cost increases on to the surprisingly resilient Australian consumer, allowing them to defend profit margins, while retail...

Why I'm committed to ESG, despite the momentum shift

As advisers we tend to forget the incredible position in which we sit, as the stewards of client capital, with the power to determine what types of companies...

The one thing holding the whole damn financial system together

From the goldsmiths who paved the way for modern currency, to the zealots pushing bitcoin's potential, the common denominator holding up the fabric of the...

Despite looming tech fears, some say sky's the limit for Nvidia

Brokerages raising their target price on Nvidia shares this month have pushed the median view to US$500, and analysts say that may be conservative. After an...

Succession and the rise of 'skin in the game' managed funds

The Inside Network's Jimmy Dunn takes a good, long, drama-filled look at the latest wave of equity funds that base their investment philosophy on companies...