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Brilliant Investment Thinking by Advisers for Advisers.
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HMC Capital launches real-asset-focused alternative strategy

High-conviction alternatives manager, HMC Capital has announced the launch of its new HMC Capital Partners Fund 1, which will seek to invest in private and...

A closer look at the top inflation-linked strategies in 2022

In a year marred by rising volatility, inflation, war and supply disruptions, sharemarkets fought a battle between positives and negatives which weighed on...

Market reverses gains, commodities, energy sink, Brambles cut CostCo deal

The Australian market started the session on a positive note, moving as much as 1 per cent higher on the first day of the new financial year but ultimately...

Bentham unpacks current investment landscape and opportunities in credit investing

Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.

First Sentier Investors launches property fund with carbon focus

Global investment manager, First Sentier Investors, has launched an ESG-friendly property fund which has a built-in carbon overlay feature that allows for the...

Global asset portfolios to deliver 5% a year: BCA

New research from BCA Consulting predicts Australian equities will outperform global equities over the next 10 to 15 years.

Local market gains on earnings, Tassal gets a bid, BWX slumps

The local market managed to deliver another strong day, the S&P/ASX200 finishing 0.9 per cent higher. Five sectors were lower, albeit only slightly, with...

Market buoyed by Wall Street, gold stocks tank, OZ Minerals downgrade

A positive lead from Wall Street, in which bad news on the economy became good news for stocks, resulted in the ASX gaining 1.9 per cent to begin the week....

Understanding development funds

With inflation embedding itself back into the economy, the days of easy money have quickly become a thing of the past.

Supply-side remains the biggest contributor to inflation

After years of benign levels of inflation, the "beast" as it is known, reared its ugly head once again in April 2021, just as the world was emerging from the...

Market struggles to maintain gains, Crown Sydney approved, coal remains in focus

The positive sentiment couldn’t be maintained on Wednesday with weakness in the technology and financial sectors sending a 0.5 per cent gain to a 0.2 per...

Markets weaken on threat of recession, commodities, energy tank, Vicinity upgrades

The local market open on an unexpectedly positive tone but ultimately finished 0.6 per cent lower as commodity and energy prices fell across the board. The...

What you don't own matters more than what you do

. The confluence of events, which has seen the traditional negative correlation between long duration bonds and equities quickly turn positive, has had a...

ASX caps worst week in two years, Humm deal off, oil falls

The local market capped its worst week since March 2020 falling 1.8 per cent on Friday and dragging the S&P/ASX200 down 6.6 per cent for the week. This...