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Brilliant Investment Thinking by Advisers for Advisers.
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ASX declines 0.1%; banks and materials drag

ASX flat, iron ore retreats, Bank of Queensland hit on revenue The S&P/ASX200 (ASX: XJO) fell 0.2% Wednesday, the third straight lower close. The selling...

ASX closes 0.3% lower; Westpac takes $1.3b hit

ASX down on oil, iron ore jumps, Newcrest’s bold plan The S&P/ASX200 (ASX: XJO) fell 0.3% on Tuesday despite being buoyed by a seven year high in...

ASX down 0.3%, Star Entertainment dives

ASX lower, Ampol takes Z, IAG’s pandemic reprieve The S&P/ASX200 (ASX: XJO) strengthened into the close, managing a loss of just 0.3% to start the...

Big, energetic and different

Outside equity, fixed income and well-known alternatives there is another world of investment options that rarely find their way into portfolios. Examples...

'Insatiable demand' for essential infrastructure to continue

Australian infrastructure assets such as airports, bridges and ports, known for their reliable income, are becoming the target of cashed-up overseas pension...

The rise and fall (and rise and fall) of thematic investing

The 2020s are set to be the years of thematic investing – but so were the early 2000s. And the more things change, the more they stay the same. One of...

ASX gains 0.9 per cent as BHP powers market

ASX reverses a month of losses, EML Payments tanks, China PMI improves The S&P/ASX200 managed to reverse four straight weeks of declines, with...

ASX gains 0.7 per cent after IT stocks surge

Tech, debt ceiling stoke rally, Dutch expansion for Collins Foods The resilient run of the S&P/ASX200 continued on Thursday, with the market rallying...

Syndication and fractional investing offer 'free lunch'

In the 1950s American economist Harry Markowitz opined that diversification was the only “free lunch” in investing: a reference to the role of the...

Infrastructure launch as private deals accelerate

Infrastructure remains among the hottest topics in investment banking and equity circles in 2021. Three blockbuster deals involving AusNet (ASX: AST), Sydney...

Recency bias in a world of meme stocks

One of the most important roles of a financial adviser is to assist investors in navigating their own ‘behavioural biases.’ The world of...

NAOS shows nouse in going private with new fund

Specialist small- and micro-cap Australian equities investment manager NAOS Asset Management has taken its philosophy into the private markets, with the launch...

ASX closes 0.6% lower as NZ hikes interest rates

APRA takes action, CBA falls, GQG set to list The S&P/ASX200 (ASX: XJO) delivered another negative day falling 0.6% as concerns of ‘peak...

ASX gains 1.3% in bank-driven rally

ASX rallies on COVID treatment, travel takes off, real estate boom The S&P/ASX200 (ASX: XJO) followed a strong global lead to finish 1.3% higher as...