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Brilliant Investment Thinking by Advisers for Advisers.
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Europe becomes flavour of the month as US equities hit a roadblock

Investors are right to diversify overseas. What they must remember is, it’s not just a US story focused on the 'Magnificent Seven.'

Super funds push 'vulnerable' bank stocks into stratosphere, elevating risk levels

The super funds' collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective...

The active advantage in small cap investing explained

The rise of passive investment makes tremendous sense, especially when the index being tracked is on the large cap side. Move down the index, however, and it...

Why value is better at taking market beat-downs

Value stocks are hit harder in market drawdowns but come out of them faster and harder, according to research from Pzena Investment Management.

Investors shake off home bias, shift to international equities

Australian investors are looking past the allure of franking credits and moving towards more unbiased diversification, with ETFs providing a cheap, liquid and...

High regulatory bar makes healthcare a solid value play: Perennial

Idiosyncratic regulations around healthcare product marketing in Australia has led to an under-represented market, which in turn presents an opportunity for...

Ex-20 option shines as banks and miners face growth headwinds in 2025 and beyond

The entrenched position of the banks and miners in the ASX 200 doesn't necessarily correlate to inherent growth potential, especially with the issues both...

The systematic, broad market advantage to be had in small-cap investing

The small-cap space can be rife with risk, as emotion and understanding wrestle with common sense practice. But with a systematic style overlaid to provide...

Factors to repel small cap 'zombies, fallen angels and glamours': Invesco

By employing smart active management, investors can avoid the ghoulish company cohorts that haunt the small cap sector of the stock exchange, Invesco writes in...

Blind faith in growth tech stocks doesn't add up: Pzena

Where the market goes from here is a question each investor much face on their own, but for those looking to chase the growth tail and tip into what are a...

Energy transition thematic delivering niche opportunities for investors: Fortitude

"There are a range of different ways to invest in the energy transition thematic," Fortitude explains, adding that the opportunities on the periphery often...