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Brilliant Investment Thinking by Advisers for Advisers.
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Charter Hall's Long WALE Fund gets 'Recommended' rating

Property fund manager Charter Hall’s Direct Long WALE fund has received a “Recommended” rating from Zenith Investment Partners. Standing for...

Advisers take a fresh look at emerging markets

A confluence of largely unrelated trends is prompting advisers to rethink their former reticence about emerging markets for all but their better-heeled...

ASX recovers from early dive, finishes flat again

Late comeback delivers, energy in the red, dividends hit real estate, CKF falls on earnings The ASX 200 (ASX: XJO) staged a remarkable recovery,...

ASX recovers to flat as Sydney lockdown smashes travel

ASX fights back, COVID winners back as lockdowns extended, oil at three-year high The ASX 200 (ASX: XJO) overcame a negative lead to finished broadly...

Infrastructure manager launches unhedged option as USD rallies

Markets are on the rebound from last week’s hefty losses which came on the back of hawkish Federal Reserve commentary. The recovery is also hoping that...

Transparency key as advisers delve into private markets

With the astonishing skew to “what is working well,” reading monthly fund reports one would expect equally astonishing alpha. Clearly, that is not...

ASX finishes Friday higher, dips 0.8% for the week

Another winning day despite Sydney lockdown, Boral offer increased, US infrastructure boosts commodities The ASX 200 (ASX: XJO) delivered another...

Trading volumes soft as ASX slides

ASX falls as Afterpay spikes, Woolworths’ spin-off, retailers rally The ASX 200 (ASX: XJO) fell 0.3%, the second straight day of losses, with...

UBS on 'Alts in the Asian Century'

Like all big investors, global asset managers have to have a view on China. Most also have a view on alternatives, even if seen only as competition to...

Inflation and stretched valuations shine light on precious metals

With inflation running at its highest level in decades and the global economy getting hotter than anticipated, investors are wondering what to do. Bonds offer...

Low interest rates requires a rethink on fixed income allocations

A feature of the investment markets in recent years has been the reduction in cash rates, as central banks attempt to stimulate economies by effectively...

ASX claws back $33b as miners and banks rebound

Strongest day in four months, Fed backs off, lithium miners rally The ASX 200 (ASX: XJO) experienced its best session in four months, adding 1.5% on...

Five ETFs that have shot the lights out

In a world of new asset classes, automation and sustainable earnings, there’s no better way to diversify than through exchange traded funds. ETFs come in...

Robotics and automation stocks defy the tech sell-off

After an impressive rise in 2020, tech stocks have been hit by selling pressure so far this year. One tech sector that has defied the recent trend is robotics...