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Brilliant Investment Thinking by Advisers for Advisers.
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US shares outperform, but analysts doubt rally will continue

True to form, US stocks are outperforming Aussie shares on the back of a resurgence in technology-related company valuations. Economists warn against straying...

Active management outperformance rarely lasts: US study

While active management can provide pockets of outperformance both here and globally, research from S&P Global suggests maintaining above-benchmark returns is...

Impending US recession provides opportunities for sage investors: Royce

Fear of an impending recession in the US has been hashed out for more than 18 months now, says Francis Gannon. The reasons are myriad, but not enough people...

Credit's day of reckoning looms as Goldilocks era comes to a close

Those that have made high returns by overpaying for higher-risk/lower-quality credit have been lucky, but credit conditions are unlikely to be as benign in the...

Don't get 'stranded' with fossil fuel stocks as transition gains pace: Australian Ethical

As Australia's energy transition ramps up, spurred by a greater government commitment, the ethical investment manager says investors risk getting saddled with...

Levy details 'frustration' with consumer groups opposing advice review proposals

The infamous open letter penned by advice review leader Michelle Levy wasn't so much a slight on the government, she explained, but an expression of her...

India remains pricey, but potential growth remains: Mason Stevens

India's booming population has many considering whether and how to get exposure to its market, despite its year-to-date underperformance. While it may not be...

Debt ceiling crisis likely avoided, but US has other debt problems to deal with

While analysts see a negotiated deal as the most likely outcome, a compromise is still not guaranteed. The bigger concern, they say, stems from ballooning...

Long term demand for lithium can only go one way: Analysts

For the world to meet climate targets, the supply of battery-grade lithium will have to ramp up greatly, prompting expectations that the price will keep rising...

The 'optical illusion' making the S&P 500 look so much healthier than it really is

There is a hidden bifurcation in the S&P 500 that retail investors may not be seeing, but it has private investment manager Neuberger Berman showing a...

US disinflation to put the brakes on rate hikes, but debt ceiling concerns remain: Invesco

"I believe inflation is largely in the rear view mirror, and the Fed will not be hiking again," said Invesco's chief global market strategist Kristina Hooper....

SQM dives into equities ratings game with new five star model

The company has expanded its managed fund and property research offering to include an ASX top 200 listed companies ratings service for the Australian...

'Hopefully, there isn't much more pain to come': AMP's Mousina focusses on big picture

AMP recently promoted senior economist Diana Mousina to a new role, deputy chief economist, in recognition of her achievements and succession path. Like other...

Don't fall in love during the 'slow, grinding bear' economy

The current economic cycle is too changeable to set any portfolio to autopilot, according to Mason Stevens' Jacqueline Fernley. Counterpoints to conviction are...