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Brilliant Investment Thinking by Advisers for Advisers.
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More upside predicted for ASX-listed thermal coal companies

Three of the top four performing companies in the S&P/ASX 100 over the past year operate thermal coal mines, which points to remarkable structural...

Big banks at global 'inflection point' as challengers play to their strengths

A global study has shown that the problems faced by the Big4 are universal; incumbent banks may have the data, products, infrastructure and capital, but it...

Managed accounts investment swells to $135 billion despite market headwinds

Positive flows negated an almost ten per cent drop in the ASX/S&P200 over H1 2022, with total funds increasing another $3.4 billion.

Progress, flexibility key to ESG impact: Australian Ethical

Many are seeking to oversimplify ESG, which is an inherently complex part of investing, while others are overcomplicating what is really a simple consideration.

The risk addiction

The pursuit is focused, relentless and uncompromising - dismissive of any potential consequences. So what happens when the addiction is to risk?

Earnings season: ASX profits boomed by 56pc

A dramatic reporting season saw over 40 per cent of companies surprise to the upside, less than 30 per cent disappoint and a third fall in line with...

Navigating volatility worth the prize

With so much negativity circling, one would assume that the market is likely heading lower or treading water at best. Wrong.

Challenges and opportunities exist for long term 'quality' investors

A recession is looking more than likely with the global equities market deteriorating and valuations coming under pressure, says Bell Asset Management.

Bubble spotting as much art as science: Ruffer

The analysis required to distinguishing the hot from the irrationally over-heated is about more than numbers, according to Ruffer's Lauren French.

Reporting Wrap: CSL, Redbubble & Magellan

Earnings season is in full swing, with companies providing results from FY22 and outlooks for the year ahead. Here we summarise recent results of three popular...

Market snapback likely to be 'short-lived', short positions warranted: Sage

With bad news priced in, long-short manager Sean Fenton is positive on returns.

'If we have to, we'll drive the bus': Putting money to work in the dislocation

HMC Capital sees "fantastic opportunities" in current market dislocation.

 2022 Emerging Markets Mid-Year Outlook: Navigating Opportunities and Headwinds

Despite the -16.3% year-to-date (YTD) performance,1 we are impressed with the resilience of Emerging Market (EM) equities. In any year with the S&P down...

Higher inflation, recession more likely: Franklin Templeton

Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created an...