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Brilliant Investment Thinking by Advisers for Advisers.
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Investor's risk making the 'cardinal sin of investing' - Howard Marks

It shouldn’t take one of the most successful self-made hedge fund billionaires to remind us, but the warning may well be timely. In Howard Marks’...

Another record quarter for Praemium

Praemium (ASX:PPS) shares are up almost 4% at the time of writing following the announcement of strong growth during the second quarter. The platform recorded...

Tech weightings the key driver of factor performance in 2021

The simplest trade may well have been the most profitable since the pandemic began. Backing big tech, the FANGs, or even the S&P500 in which they are more...

Inflation is like chewing gum: sticky and flexible

Leading thematic manager, Capital Group, is confident that the market downturn of 2020 was short-lived and entirely related to the COVID-19 outbreak, according...

Ringing the bell for low returns

The US sharemarket has compounded returns exceeding 18 per cent per year since the depths of the Global Financial Crisis. Despite the all-too-consistent...

China charting the course to carbon neutrality

China is far and away the world’s largest carbon dioxide emitter, accounting for close to 30% of global carbon emissions, according to the International...

The top-performing Australian equities funds for 2021

2022 was a pivotal year for managed discretionary accounts (MDAs). Funds under management surpassed the magical $100 billion mark for the first time, as the...

Australian Ethical leads multisector fund upgrades by Morningstar

Morningstar conducted a review of the 2021 Australian Multi-sector funds based on qualitative research conducted on 125 strategies. Seven strategies achieved...

The year that was; our most-read articles

Given the seeming obsession with the impending inflation outbreak in Australia, and around the world for that matter, one could be excused for thinking this...

BlackRock tilts towards China ahead of a recovery in 2022

And just like that, the year is almost over. As 2021 comes to an end, there’s a lot to celebrate, both good and bad. The pandemic is largely behind us,...

Measuring impact key to delivering on UN SDGs

Since their adoption, the 17 Sustainable Development Goals (SDGs) have been a mixed bag with a long list of lessons learned by United Nations member states and...

Getting in sync with the mega-trends

One of the more unique offerings in the active global equity sector is the Insync Global Quality Equity Fund, run by the fund manager of the same name....

Sustainable investing: investors views following COP26

Tackling climate change is high on everyone’s agenda, with awareness growing that time is running out to protect the planet. With the UN bringing world...

Lessons from the short side

There has long been a saying in Australian investment circles that shorting the Big Four banks was the “widow maker”. The same could be said for a...