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Brilliant Investment Thinking by Advisers for Advisers.
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Downgrades dominate post reporting season

T. Rowe Price ‘s head of Australian equities, Randal Jenneke, provided investors with his insights and market outlook as restrictions look to ease over...

Why you shouldn't sweat China (much)

China’s ongoing regulatory crackdown has investors running scared. But China still wants to be a global player – and its most successful companies...

China's credit crunch

Many concepts in science illustrate the incapacity of the natural world to control everything. Once you introduce or determine an aspect, others fold-in or...

The growth paradox and three key themes

With reporting season over, one would assume markets would have been under strain amid the disruption and pandemic forced restrictions. On the contrary, equity...

Franklin Templeton recognised for their Global Equities SMA

Fund Manager Franklin Templeton Australia has been recognised for their award-winning global equities SMA. It’s the second year running that the manager...

Fighting the bull

The environment has seemingly never been better for investors. After an incredible collapse in 2020 sharemarkets have staged a remarkable comeback, with the...

Getting too close to the fire

Sharemarkets, excluding dividends, are now as much as 70 per cent higher than their March 2020 bottoms. Overseas the recovery has been even stronger, with the...

China crackdown is India's gain

When talking about emerging markets, one thing naturally comes to mind: China. China  is by far the largest EM economy; in fact it’s the second...

Iron ore - just the beginning, or beginning of the end?

“Iron ore remains a commodity that polarises the market” according to Ausbil’s local investment team. Among the stable of strategies is the...

In a world flush with debt, look to Japan says Schroders

After being a dirty word for close to a decade, ‘value’ investing has been back in vogue, for a few months at least anyway. Spurred on by the...

Is it time to start investing in UK?

Over the past 20 years, UK corporate earnings growth has been up and down, but largely in an overall decline. This gloomy picture has stuck around....

Hidden ESG risks in popular stocks and funds

As investors put more and more money into ESG-focused products, so too are they getting more sophisticated in their selection – in both what they are...

Top of the pops

The global outlook has turned murky once again. From going into recovery mode out of lockdown, economies around the world are on alert given the high...

Value factor vs. traditional valuations

Value investing, for all its history as a robust investment strategy, has been one of the worst-performing ways to invest money over the last few years. Fair...