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Brilliant Investment Thinking by Advisers for Advisers.
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What do I do when nearly everything is down?

Just a few short months ago, we were asking the question “are equities too expensive?” The threat of rate hikes then switched the rhetoric to...

Emerging market allocations poised for long-term success

Martin Currie has released its Global Emerging Markets 2022 Outlook research note, which gives investors enough reasons to be invested in 2022 and what to...

Forward looking measures to drive ESG says Perennial

The suggestion that investing in a more responsible or sustainable manner detracts, rather than adds to returns has now been debunked, with research proving...

From Goldilocks to gold: Mercer sets scenes for inflation

Mercer has urged investors to consider a wider range of inflation scenarios in portfolio design plans as price uncertainty ramps up across the world. In a new...

Syndication and fractional investing offer 'free lunch'

In the 1950s American economist Harry Markowitz opined that diversification was the only “free lunch” in investing: a reference to the role of the...

Low interest rates requires a rethink on fixed income allocations

A feature of the investment markets in recent years has been the reduction in cash rates, as central banks attempt to stimulate economies by effectively...

Will Taiwan tension derail emerging market allocations?

As investors start to look past the pandemic, the economic cost and scarring from Covid-19 has been significant. The International Monetary Fund (IMF) says...

Tech stocks now defensive, growth stocks becomes value

Stylistic investing, or the concept of separating companies into arbitrary buckets due to their perceived growth, value or defensive characteristics, tends to...

As WTW calls for active management

Investors should increase allocations to active management strategies against an increasingly uncertain global backdrop, according to a new Willis Towers...

Portfolio diversification through innovation

Entering 2021, financial advisers and investors are facing many challenges when it comes to managing their portfolios. On the one hand, low interest rates and...

Are return expectations moving ahead of reality?

Schroder’s Investment Management this week released a note to the ASX in which they announced the objective returns of their popular listed and unlisted...