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Brilliant Investment Thinking by Advisers for Advisers.
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<strong>Crisis fears cause jittery market</strong>

The cauterising of the Credit Suisse wound over the weekend, as emergency talks in Europe ended with UBS buying its embattled rival in a $4.5 billion...

Income stocks still a smart defensive play, but look beyond miners and banks

Dividend investing can be a good source of defensive income in volatile times, but changing fundamentals mean resources companies and banks may be the weaker...

Consider wider private credit universe to maximise diversification, returns

At The Inside Network's Alternatives Symposium, Kyle McCarthy and David Lewis encouraged investors to define private credit very broadly to reap the benefits...

ASX rallies into the close, Liontown surges, Close the Loop in acquisition mode, banks rally

The local market powered into the close, overcoming early losses to finish 0.4 per cent higher. The energy and financial sectors were central to the positive...

ASX rallies as regional banks recover, retail underperforms, China growth returns

Positive sentiment continues to return to the local market, with the S&P/ASX200 gaining 0.9 per cent on Wednesday. While the technology sector was the...

Market sinks on contagion fears, technology, energy hit, Computershare sinks

The local market has now given back most of the gains achieved in 2023, falling 1.4 per cent on Tuesday as concerns of further bank runs spread around the...

SVB damage contained by Fed support, but VC and PE managers count losses

The US Federal Reserve may have guaranteed deposits at the failed bank, but its collapse constitutes a major scare for venture capital outfits and private...

Supply chains normalising, but labour still problematic for private debt purveyors

Many supply chain issues have been alleviated in the last year as restrictions eased in the wake of the pandemic, said Alceon's Phil Green, but labour remains...

<strong>US Bank woes hurt market despite deposit news</strong>

The failure of two major banks in the United States on Friday continued to roil markets, with the US indices – and bond yields – falling over the...

Managed fund levels head back toward record highs as returns improve

Growth in superannuation drove Australia's managed fund industry to near-record levels in the December 2022 quarter. While most asset classes delivered...

<strong>Myer, Xero provide Thursday highlights</strong>

There was not much action on the Australian share market on Thursday, if you are judging that by index movements: the benchmark S&P/ASX 200 index added 3.3...

Follow the deals: To thrive in private equity, back a good fund manager

With private equity becoming more accessible, retail investors can now take advantage of the asymmetry-of-information and diversification benefits PE offers,...

Private-for-longer shifts opportunity set from public markets

The amount of capital being made available to private companies has surged in recent decades, making it possible, and often preferable, to keep companies...

In falling markets, dollar-cost averaging can help reduce exposure

Dollar-cost averaging allows investors to be in the market for the good days as well as the bad. This can help reduce exposure to market declines, as recent...