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Brilliant Investment Thinking by Advisers for Advisers.
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Australian Ethical Adviser Voice Series: James O’Reilly

An adviser with an ambition for all of his clients to be invested responsibly.

Australian Ethical Adviser Voice: Meet Siobhan Ashby

An adviser whose values-led client conversations set her business apart.

Cycles, surprise and core strength: navigating the new global market order

Jonas Palmqvist, portfolio manager at Alphinity Investment Management, doesn’t waste time debating growth versus value.

The art of investing: Why fundamentals, not fashion, will win the next cycle

Paul Moore, chief investment officer of PM Capital, has never been shy about challenging market orthodoxy; and at a recent lunch hosted by The Inside Network,...

Specialisation, scarcity and staying power: Inside high-conviction investing

In an industry obsessed with breadth, Cooper Investors’ Endeavour Fund is doubling down on depth and specialisation.

Starting with trade, several forces may reshape investment opportunities

Markets celebrated Trump’s November victory, anticipating a surge in mergers and acquisitions (M&A) activity, deregulation, lower taxes, and pro-business...

Once in a decade: The return of real value

Reece Birtles doesn’t see value investing as a relic. Far from it. The chief investment officer at Martin Currie Australia believes the strategy is not only...

New global small-caps fund targets wholesale, retail investors

A new offering for “mums and dads” from Warakirri Asset Management has an investment strategy that focuses on recent changes at a company that the market...

The case against complacency: Why the S&P/ASX 200 is holding advisers back

Dion Hershan, head of Australian equities at Yarra Capital Management, doesn’t believe in sugar-coating market narratives. His message to The Inside...

The ‘magnificent’ compression: What a P/E reset means for growth investors

For several years, investors, from institutional to retail, couldn’t get enough of the tech stocks with all their promises of future growth. But now the...

Craft, curiosity and capital: Inside the Cooper Investors Endeavour Fund

It’s easy to forget, when listening to Marcus Guzzardi and Geoff Di Felice speak about investing, that their job is fundamentally about numbers. Not because...

The golden age for active management in Australia

At a time when the asset management industry seems to be gravitating inexorably toward passive investing – with low-cost ETFs pulling in record inflows and...

Head-to-head: ESG integration versus ‘impact investing’

ESG integration and ‘Impact investing’ are often seen as similar, but there are crucial differences that must be well-understood before two approaches can...

Harnessing the power of improvement on the ESG continuum

In an era of volatility and heightened societal that influence the sentiment toward sustainable investing, Grace Su, Portfolio Manager at ClearBridge...