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Brilliant Investment Thinking by Advisers for Advisers.
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Yarra Capital adds long-short strategy to stable

Leading Independent Australian fund manager Yarra Capital recently announced the addition of a new Market Neutral Australia Equities investment strategy to...

House price weakness may limit rate rises

The central bank expects house price growth to ease this year and house prices are already falling in Sydney and Melbourne; economists expect that price...

Rate hike cycle overestimated: Franklin's Canobi

Whilst there are growing signs that inflation is moderating around the world, whether in the US, UK or Australia, some 125 of the world's central banks are...

Global funds drive capital flows in 2022

It's been two years since Covid-19 reared its ugly head, sweeping fear and panic across global markets and forcing central banks to release massive amounts of...

'Anomalous' short-term underperformance of EM set to reverse

"Have we really thought about the investment implications of a world in which inflation is persistent?" That was the question posed by Dr Joseph Lai of Ox...

US economy in 'classic slowdown' with persistent inflation

Markets have been incredibly difficult. At the moment there are so many different things going on all at once, slowing growth, rising inflation and on top of...

US economy in 'classic slowdown' with persistent inflation

Markets have been incredibly difficult. At the moment there are so many different things going on all at once, slowing growth, rising inflation and on top of...

From Covid to conflict, the issues set to drive markets

From Covid to conflict, all it took was just a few weeks for the market to shift its attention to the unfolding crisis in Ukraine and away from the pandemic.

The gathering storm

China's bid for global power, climate change and the transition away from fossil fuels are three of the defining megatrends of our time.

Top of the pops - top global funds had one thing in common

March stands out as being one of the most difficult periods for investors in a generation. On the one hand, bond markets send fixed income to its worst return...

Top of the pops - top global funds had one thing in common

March stands out as being one of the most difficult periods for investors in a generation. On the one hand, bond markets send fixed income to its worst return...

Evergreen's index update: Responsible managers lag in March quarter

Independent investment consulting firm, Evergreen Consultants, has released findings on the performance of green Australian and international equity funds that...

Fertility rate set to rise, bond yields with it

Aging populations are putting strain on pension and health care systems and the Covid-19 pandemic, by causing people to delay births and pushing up the number...

Inflation more nuanced, so what's the likely path for rate hikes?

The Reserve Bank of Australia officially joined the hiking party this month, and while the implications for Australian homeowners and businesses is important,...