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Brilliant Investment Thinking by Advisers for Advisers.
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Latin American E-Commerce Giant Worth a Long Look

While more and more Australian investors get comfortable with investing overseas, it's fair to assume that Latin America is not on most people's map of the...

Slush funds

Liquidity is said to be the driver of this cycle. No hiding here as central banks provide largesse without restraint, while governments fret about re-election...

Economic Outlook: Part 2

Despite being the secondary epicentre of COVID-19 the European experiment may be turning the corner, with unprecedented events finally delivering consensus on...

6 Pearls of Wisdom From June

What a month, with markets rallying again, capping off the strongest quarter for the ASX in more than 20 years. The technology-focused Nasdaq reached all-time...

6 Pearls of Wisdom From June

What a month, with markets rallying again, capping off the strongest quarter for the ASX in more than 20 years. The technology-focused Nasdaq reached all-time...

6 benchmark busters; AU vs. US

It has been one volatile year to say the least. Both the Australian and US markets traded in volatile conditions with many asset classes and more importantly...

On Values and Value, Sendle Delivers for Federation

When brand-new boutique investment house Federation Asset Management was introduced to "virtual" parcel delivery service Sendle, in 2018, it was a meeting of...

Looking past Qantas, to Aviation Green Shoot

If anyone was thinking that recovery from the Covid-19 economic downturn would be quick and perfectly V-shaped, Qantas certainly had news for them, with its...

Six reasons Telstra will lead markets post COVID-19

As a change of pace, I’ve taken a look at the outlook for Telstra both during and post COVID-19. The share price fell from a high of around $4.0 in...

Six must make changes to portfolios before 30 June

As the financial year comes to a close, it’s worth reflecting on what we have just experienced; not just in investment terms, but our health and...

A change in script on emerging markets

A lot of us spend an inordinate amount of time reading through erudite commentators on anything related to markets. ‘Stay informed’ is a common...

Investors want more Kangaroos in the top paddock

One of the bugbears of the Australian capital market has been that the country has struggled to develop a meaningful corporate bond market: we’ve really...

Is big picture small beer?

Great debates on longer term economic trends and the impact on financial markets are often a go-to conversation with investors. Few call up to ask what is the...

Institutional investors reveal COVID-19 impact

Global asset manager State Street Corporation released a survey of institutional and sovereign wealth investment professionals last week. The report offered...