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Brilliant Investment Thinking by Advisers for Advisers.
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Is China the ugly duckling you should invest in right now?

Investors may have settled into an Anything But China mantra, and they may have good reason, but for calculated risk takers there may be a different case to...

'Not talented enough': Vanguard indulges in hubris as active equity managers slide

As the biggest ETF provider in Australia, Vanguard has the right to crow about another knockout performance over active equity. But invective commentary is a...

‘Higher volatility, higher complexity’: How investors can surf the next wave

During the Great Moderation, the mantra was “be long and don’t touch”. But with a wave of transformation sweeping through markets, BlackRock thinks...

'Vehicle preference' and distribution shifts changing the game for asset managers

Even established asset managers are under threat from the violent shift towards low-cost investment vehicles, while allocator preference for platform...

Why bother with active management? Because dislocated markets can't last forever

Markets are expensive, driven by powerful forces which want to turn a 40-year bull market into the first ever 50-year one. That trend is not one to embrace,...

Higher-for-longer no longer, but that doesn't mean lower-for-longer is in play

Why Powell went for a double-dip on the guide rate at the world's most important reserve bank, sans the presence of a significant economic event that would...

The energy transition path isn't linear, but engagement is the best compass: Pzena

The mainstream energy transition narrative has evolved in light of recent social, political and economic shifts, Pzena says. as the manager takes a deep dive...

Future Fund prognostication failure reminds us that markets don't care what you think

Australia's sovereign wealth fund's prediction of a tough year for investors didn't come to pass, but they're not the only well-resourced manager that missed...

Ausbil charts a ‘materially different’ investment environment

The environment we’re heading into is one where economies will have more redundancies built into them so they can withstand exogenous geopolitical shocks,...

Volatility 'warning shot' not putting investors off... for now

The sharp fall in markets in August was a sign of things to come, according to Ruffer, but one that investors haven’t heeded, with positioning and sentiment...

Guide, guru, gladiator: The different roles of a financial adviser in 2024

From behavioural coaching to asset allocation and emotional support, the evolving role an adviser plays sees them take on a raft of heroic guises. The value of...

What’s really behind the ASX’s ‘unbelievable’ small cap anomaly

Australian small cap managers are some of the most successful active managers in the world – and charge like it. But their apparently anomalous outcomes...

The advantage of running a high conviction global fund out of Australia

Being caught up in a constant thrum of market activity might be advantageous for some investment teams, Desmond explained, but isn't necessarily for those with...

When it comes to valuation, ‘a lot of people don’t know what they’re doing’: Avari

Proper valuations are crucial to the transparency and stability of the private credit market, but the valuations that investors rely on are often just a story...