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Brilliant Investment Thinking by Advisers for Advisers.
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The 'thrill of the chase' in the small cap space

Small caps are coming back from a tough year, while opportunities abound in the IPO market and founder-led businesses according to Ausbil small and microcap...

Local market (ASX:XAO) weakens, but posts winning week, Star surges on tax ruling, Boral the highlight

Winners were few and far between on the share market (ASX:XJO on Friday, with the benchmark finishing 0.2 per cent lower, with only the retail and healthcare...

Strike action pushes LNG price higher 

The Australian share market rose in a muted fashion on Thursday, assisted by the energy sector as a potential strike by Western Australian gas workers helped...

CBA strength helps market over China woes 

A post-result bounce in Commonwealth Bank helped lift the Australian share market on Wednesday, despite renewed worries about a softening Chinese economy,...

Indices stay anchored on Aussie market

The Australian sharemarket eked out a tiny gain in terms of the benchmark S&P/ASX 200 Index on Tuesday, with the gauge lifting 1.9 points to 7,311.1, while...

Staying alive in a 'snipers alley' of investment risk: Ruffer

"Our preoccupation with fear makes us the gazelles of the investment market, always alert to dangers," Jonathan Ruffer says in his latest note. "But we are not...

Post-zero rate lending market opens the path for non-bank lenders

Despite facing rising interest rates, a higher cost of capital and concerns about their borrowing base, non-bank lenders have made their place in the...

Earnings, US inflation weigh on market 

The local share market slipped on Monday ahead of US inflation numbers on Thursday, and as Australia’s first full week of earnings season kicked...

Patience pays off as ethical, growth weightings shine amid volatility

Investing in quality takes patience, as does investing sustainably. The convergence plays well for those looking to build a portfolio with ESG parameters,...

HMC Capital eyes $10b AUM by 2025 with new funds, new pipelines

David Di Pilla's group made its bones flipping unloved real assets into a sprawling network of essential retail centres. Now HMC Capital is leaning into its...

ASX dips on healthcare, earnings, Mesoblast tanks on FDA queries, Block hit by growth

The local market (ASX:XJO) managed a 0.2 per cent gain on Friday, overcoming significant weakness in the healthcare sector, which fell 1.2 per cent. Broader...

Don't throw the growth stock baby out with the bathwater

Turbulent markets make it timely to review three growth businesses that boast strong free cash flow and robust balance sheets for volatile times, writes...

What goes up, must come down - depending on the time horizon.

The S&P/ASX 200 fell by -1.3%, and the All Ordinaries declined by -1.2% as markets consolidated gains and absorbed news across borders...

Australian sectors push higher, as the RBA pauses on interest rate hikes.

The S&P/ASX 200 finished up +0.5%, and the All Ordinaries rose +0.5% as all sectors finished in the green following the RBA’s...