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Brilliant Investment Thinking by Advisers for Advisers.
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ASX touches new highs, flattens at the close

ASX finishes flat, materials gain again, Lynas delivers records The ASX 200 (ASX: XJO) gave up another record opening, dropping 0.4% throughout the...

'Wash and clean' equity portfolios as valuations spike

The now not-so-new ETFs that follow well-known indices have been a hugely welcome introduction. One does not have to debate the inexplicable underperformance...

Harnessing the duration effect to look beyond short-term noise

Semiconductor equipment manufacturer ASML, paint and coating company Sherwin-Williams, and payments company Mastercard are examples of stocks which possess the...

ASX ends week at new high despite COVID gloom

Volatile week ends at records, Star withdraws offer, Silverlake swimming The ASX 200 (ASX: XJO) managed to deliver another positive week, despite...

New high for the ASX despite COVID gloom

Miners send ASX to record, lithium boom 2.0, Zip tanks The ASX 200 (ASX: XJO) powered to a record close despite a bumpy start to the week, with the...

Dip-buyers push ASX higher

Risk on, Altium offer pulled, property rallies, Lendlease selling, and Kogan on track It was ‘risk on’ once again for the ASX 200 (ASX:...

Mining titans weigh ASX to 0.5% loss

Reality bites, Oil Search gets a bid, AUD hits seven month low Defensive earnings remained sought after on Tuesday with the healthcare sector outperforming...

ASX closes 0.9% lower, materials and energy drag

ASX hit, defensive rotation begins, Oil Search loses MD, Telstra takes on China  The ASX 200 (ASX: XJO) strengthened throughout the day,...

Successful growth investing demands clear focus

How difficult is it to be a successful growth manager in today’s turbulent markets? Let’s hear from Francyne Mu, a portfolio manager of the...

Record-setting BHP helps ASX to best week in six

ASX overcomes lockdowns, BHP, ResMed hit records, Rio Tinto’s production issues The ASX 200 (ASX: XJO) managed a 0.2% gain on Friday even as...

ASX slides as Sydney outbreak spreads to Melbourne

Groundhog Day, markets down, unemployment falls, ARB’s run continues The ASX 200 (ASX: XJO) weakened another 0.3% today as Victoria plunged...

Transparency demanded in private markets; why make it so hard?

Why make it so hard? Occasionally, maybe even frequently, we come across investment strategies that are unexplored or even unknown. Naturally, the first port...

Goodbye Mr. Bond

Multi-asset manager Ruffer LLP’s Rory McIvor tells the story of when he sat at Ruffer’s Victoria Street office in London, five years ago, across...

Pandemic shift turns 'temporary' into structural growth

The value renaissance has been the topic du jour in the financial press since the vaccine-led recovery began in November 2020. After decades of...