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Brilliant Investment Thinking by Advisers for Advisers.
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Clouded outlooks merit cautious approach: Platinum

Platinum Asset Management delivered its latest quarterly report last week, which was largely a mixed bag of results. Five of the eight funds beat their...

Are you reframing the future of asset management or is it reframing you?

Ernst and Young (EY) has released a research publication titled the “Future of asset management.” As the title suggests, a transformation in the...

Asian Equities on the right side of disruption

Covid-19 continues to wreak havoc in some parts of Asia, resulting in humanitarian losses that will potentially have a deep and lasting impact on societal...

China's Communist Party turns 100: So what?

“Single-party rule can bring economic success. Communism cannot,” suggests Matt Gertken, vice-president of geopolitical strategy at BCA Research....

Getting real on rates

Inflation has been among the most popular terms across news headlines, research reports and economic forecasts. Whilst the loudest voices tend to dominate in...

Markets grow "irrationally enthusiastic" for ESG

Markets are experiencing a “manic moment” around ESG investments and less exuberance now might not be “a bad thing in the longer run”,...

Is a commodity super cycle possible in a greening economy?

Leading investment bank JP Morgan this month released an article titled “Are commodities still a good inflation hedge amid decarbonization?” The...

The missing piece behind a dovish central bank policy

Christopher Joye and his growing team at Coolabah Capital regularly stand out among the smartest minds in the industry. Whether analyzing the topic of credit...

Perennial proves a point with Better Future

If investors ever had any concerns about whether the Perennial ‘Better Future’ strategy was giving up any potential returns through its ESG...

Staving of 'inflacency' and what it means for markets

Markets were caught off-guard this week by news that the Federal Reserve had become more hawkish than expected. The issue that gained all the headlines was the...

'Rampant speculative activity' coming to an end - Bell AM

Inflation and rate rises are back on the table it seems, after this week’s US Federal Reserve Board meeting, Chairman Jerome Powell indicated that rate...

Career risk and paper plates

Even in ethical and responsible investing, ‘there will always be winners and there will always be losers, not everything is going to win’. They...

A new supercycle?

The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...

Beware the losers among thematic fund winners

Thematically focussed funds have been the big winners in fund flows in the past three years, but most themes have turned out to be fads, new research shows....