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Brilliant Investment Thinking by Advisers for Advisers.
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<strong>Miners motivate market</strong>

Upgrades in expectations for lithium price growth helped to lift the Australian sharemarket on Tuesday, driving a strong day for miners. Broker UBS lifted its...

Bonds surge back to relevance after hellish 2022

Credit and equity markets both suffered a very bad 2022, as the collapse of negative correlation between stock and bond prices left no safe haven for...

<strong>BNPL back in town</strong>

The S&P/ASX 200 continued its strong early-2023 form on Monday, advancing 5.1 points, or 0.1 per cent, to a fresh nine-month high of 7457.3 points. The...

Private equity opportunities may offer recession buffer, with some risk

Despite its lack of liquidity, PE's popularity in the institutional and wholesale market is set to filter into the retail market with more fund managers...

<strong>House prices to fall more in 2023, but crash not likely</strong>

Housing conditions are tipped to remain soft in the year ahead as central banks continue to raise credit costs, but experts still believe an all-out property...

Investors revisiting 60/40 split as slowdown threatens share returns

The traditional 60/40 portfolio mix of shares and bonds may be due a shakeup in 2023, as market participants look to add fixed-income exposure to help offset a...

<strong>ASX hits April highs, energy, materials gain, mixed results for lithium stocks</strong>

The local market managed to finish what appeared a mixed week on a positive note, gaining 0.2 per cent. Powered by the energy and materials sectors, up 1.4 and...

Tepid jobs data eases rate fears

The local share market advanced to a fresh eight-month high on Thursday after weaker-than-expected jobs data showed the Australian economy slowing, raising...

Market limps to eight-month high

It was a mixed day on the local market on Wednesday, with six of the 11 sectors higher, and the upshot being a 0.1 per cent rise in the benchmark S&P/ASX...

<strong>Strong start to 2023 continues</strong>

The Australian shares benchmark gained 60.1 points, or 0.8 per cent, on Monday to reach its highest level in nine months, at 7,388.2 points. The S&P/ASX...

<strong>Energy drives ASX higher, Mineral Resources bid, Fletcher takes a hit</strong>

The local bourse couldn’t manage a positive week, with a negative lead from Wall Street and renewed rhetoric around rate hikes impacting on sentiment....

<strong>Weaker Chinese data, aggressive Fed floor local stocks</strong>

The Australian share market struggled on Thursday, with sentiment hit by a weaker-than-expected economic update out of China, and an aggressive statement from...

<strong>Aussie market rises across the board</strong>

Local stocks enjoyed a positive lead-in from Wall Street, after the US consumer inflation figure rose 7.1 per cent in the year to November, less than...

Why private debt is a better way to get companies to meet ESG goals

While ESG arose in the space of listed equities, private debt managers can be more effective than equity funds or other fixed income investors in getting...