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Brilliant Investment Thinking by Advisers for Advisers.
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As US small-caps tumble, long-term opportunities emerge

The first quarter of 2025 was a challenging one for US equities, but Francis Gannon from Royce Investment Partners, part of Franklin Templeton group of...

The dead parrot of financial planning

In Monty Python’s famous Dead Parrot sketch, John Cleese tries to return a clearly dead parrot to the pet shop, but the shopkeeper insists it's “just...

Don’t be trumped by the White House’s economic nostrums

Three adviser firms are telling their clients to trust their portfolio structures to ride out the current market volatility largely sparked by a looming trade...

Close your eyes, relax and enjoy the wealth

Relax, stop worrying; you’re well-off. Australian household wealth per person is now $623,000, putting us right up there with the richest in the world. Not...

Long-only versus long-short: which wins?

It's the showdown of the equities funds management world: not value vs. growth, but long-only versus long-short. Do long-only managers fight with one hand...

How to invest as interest rates fall

So, interest rates have finally been cut in Australia. Once again, our central bank took longer than most expected to ease financial conditions for Australian...

Market concentration, macro headwinds slam active managers in 2024

In case any active managers needed reminding, asset consulting firm Frontier Advisors has confirmed that 2024 was the most challenging year for global active...

Defusing the behaviour bomb that blows up client contentment: Jonathan Blau

Dramatic market events aren't the problem for client portfolios, but the way clients react to them can be. Once New York adviser Jonathan Blau started shaping...

Capital investment can thrive through 'reglobalisation' era, despite integration crisis

Investors should keep a close eye on the new Cold War brewing between China and the US, but its outcome could still support “robust” trade and investment...

Are markets nutty, or just frothy? Howard Marks on market blow-ups and 'bubble thinking'

Higher starting valuations usually lead to lower returns, but the most important part of a bubble is “highly skewed psychology” – and investors remain...

In 2025, it’s MAGA versus the bond vigilantes: Ruffer

The vigilantes aren’t back – yet. But the United States’ fiscal position is worse and the spectre of inflation has returned, and this time they would...

ClearBridge Global Value Improvers Fund 

The Why? What is the fund’s value proposition and purpose?  The ClearBridge Global Value Improvers Fund focuses on global companies that the Portfolio...

The advice and investment stories that mattered most to advisers in 2024

It was a year that saw private capital become cool and asset consultants become kings. Advice reform continued to plod its clunky path, while the Dixon's...

Trump bump expectations potentially 'misplaced': Yarra

Tweets aren’t policy, but Yarra Capital believes that financial markets are underestimating Trump’s intentions. Expect 2025 to be the year of higher debt,...