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Brilliant Investment Thinking by Advisers for Advisers.
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Ruffer and the art of bubble spotting

Sir Isaac Newton was one of the greatest scientists in history; he founded classical mechanics and the law of universal gravitation. For all that, he lost his...

Consumer sentiment down, spending still climbing as rates, inflation bite

With inflation, interest rate hikes and other economic stress weighing heavily on Australian households, key recent data show consumer sentiment approaching...

'China's goal is not to kill capitalism': Foord embraces tidal shift on Asia

While the market is broadly underweight China, South African-based Foord Asset Management is confident that President Xi Jinping's economic plan for the...

Responsible investing now one of the top actions people take to improve the world

It now sits aside recycling, reducing energy consumption and using biodegradable products as one of the most common methods of making a positive impact...

Capital flows matter: How ESG can avoid becoming an echo chamber

For ESG discourse to matter, it must translate into quantifiable action. That means broadening the conversation beyond the close circle of sustainability...

Travel, discretionary retailers, energy tipped to lead company earnings

Sage Capital remains positive on energy and travel but cautious on iron ore, while remaining focused on individual company earnings.

China's economy faces bumpy path before 2023 rebound

The Chinese government's announcement of less onerous isolation guidelines prompted markets to rally in anticipating of a move away from zero-COVID policies....

To escape Pendal merger, Perpetual will have to pay

The NSW Supreme Court on Thursday ruled Perpetual would be on the hook for more than just a $23 million break fee should it abandon its bid to takeover rival...

Waiting for the weight to shift: Atrium

Markets may not always do what's expected, but fundamental valuations and adherence to timelines will usually win out eventually according to Atrium Investment...

A new way to measure a company's planetary impact: Robeco

Addressing the need to separate shareholder returns from real planetary impact, Robeco created its own framework that captures a company's contribution to...

It never hurts to ask

All advisers have a role to play in the transition to ESG, and it will be a spectrum of outcomes rather than a binary one. One thing we cannot forget, however,...

RBA offers excuses on inflation, still insisting it's temporary

The Reserve Bank of Australia is sticking to its view that inflation will be temporary, despite its poor forecasting track record. Economists aren't so sure.