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Brilliant Investment Thinking by Advisers for Advisers.
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Bottom-up stock selection more important than ever

In a recent podcast, Aidan Farrell, Director of Global Small Cap Equities at Eaton Vance discusses investment opportunities presented by the global small-cap...

Property is back in vogue - is debt the better play?

The investment grade (IG) REIT sector is certainly one of the worst affected by the COVID-19 pandemic. Across the June quarter, only 77% of revenues (rent...

Crown (ASX:CWN) shutdown

ASX delivers third straight increase but weak open ahead, Crown (ASX:CWN) shutdown, anaemic wage growth The ASX200 (ASX:XJO) experienced another positive,...

Moderna (NYSE:MRNA) vaccine 94% effective

Sharemarket to open strongly, Moderna (NYSE:MRNA) vaccine 94% effective, ASX (ASX:ASX) system failure, US markets hit record The S&P/ASX200 (ASX:XJO)...

Can credit replace lost dividends in a zero-rate world?

As 2020 comes to a close, investors of all kinds are faced with what seems to be a once-in-a-lifetime dilemma; how to generate an income in a zero-rate world....

Gold, equities and active management

Trillion-dollar French asset manager Amundi released their November Cross Asset Strategy report last week, with gold bullion and active management among their...

Managers prepare for market shift

While the big tech stocks have driven global as well as US share market growth for several years, questions are emerging about how long this will last; and...

Managers queue to catch the quoted funds wave

Loftus Peak, Australian global equities boutique, has become the second manager to launch a “quoted managed fund.” This looks set to become a...

ASX stocks down 0.2%

ASX stocks down 0.2%, ‘Go long’ says star investor Bill Ackman, Ramsay Healthcare (ASX:RHC) reports, positive open ahead The ASX200 (ASX:XJO) fell...

Beyond the horizon - listed infrastructure in a mid-pandemic economy

2020 will go down as a wild ride in the markets for a multitude of reasons. Heightened volatility and drawdown events have put capital preservation, absolute...

ASX to open lower, Telstra (ASX:TLS) outperforms

ASX 200 (ASX:XJO) falls 0.5%, Telstra (ASX:TLS) outperforms, US market falls ASX to open lower It was a mixed day for the ASX200 (ASX:XJO) taking a breather...

When it comes to credit, experience pays

With advisers and investors faced with what appears to be zero-bound interest rates for at least the next three years, the already fast-growing alternative...

Rotation rally continues, ASX 1.7% higher

Rotation rally continues, ASX 1.7% higher, Commonwealth Bank (ASX:CBA) reports, US markets mixed, ASX to open positive The rotation rally continued on...

ASX rallies on vaccine news

ASX rallies on vaccine news, cyclical rotation in full flight, Westfield (ASX:URW) jumps 43.5% The ASX 200 (ASX:XJO) finished just 0.7% above open despite...