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Brilliant Investment Thinking by Advisers for Advisers.
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What to watch for in the most anticipated earnings season for decades

With a long list of economic headwinds having hammered global growth and dampened investor confidence, the upcoming (second-quarter) US reporting season is...

'Incredible' dispersion in balanced fund returns

2022 has marked just the fifth financial year of negative returns since the SG became compulsory in 1992. This should not be a surprising result.

Recession or not, challenges are real: Neuberger

The biggest question on the minds of every investor in the world today is clear: will the US experience a recession?

Commodities the only highlight in rough year: Atchison

The end of FY2022 feels a little like a blur of problems, people and red numbers; that's not even considering what we have just been through.

The income conundrum

The combination of rising global interest rates and increasing recession fears has complicated the current investing environment.

Taking back control?

This analysis was undertaken in autumn 2021, long before Russia’s latest invasion of Ukraine.There remains an intense debate about the economic...

The View from the Oasis of Optimism

It's a cliché that sometimes, the best way to view a problem is to go somewhere else and look at it from a different perspective.

Share market tipped to gain in 2023 after fall in 2022

While share prices have fallen this year, Australian companies remain well-cashed-up and profits sit at record highs, which will help to drive gains next year,...

'Diversity of thought' key to better decision-making: Neuberger

If managing a bond portfolio is a daily tug-of-war between art and science, Adam Grotzinger, senior fixed income portfolio manager at Neuberger Berman in...

What will another rate hike mean for markets?

This week marks the start of a fresh new year. 'Out with the old, and in with the new' is the old adage. Unfortunately, it's not so straightforward with the...

Geopolitics to trump inflation as biggest risk of 2023

In a year shaped by geopolitical tensions, a pandemic, war, inflation and supply-chain disruptions, the number one threat perceived by the general public...

Global growth downgraded as Ukraine drags

Morgan Stanley have released their note covering the 2022 Midyear Economic Outlook. Most major economies, including the U.S., Europe, the United Kingdom and...

Turbulence ahead

After months of fretting about soaring inflation, markets are now fully in recession-fear mode.

Suncorp to demerge its banking arm

Suncorp Group (ASX:SUN) is planning to offload its banking business to that it can better focus on its main business, its insurance arm, in an attempt to...