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Brilliant Investment Thinking by Advisers for Advisers.
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'You can't just ride the trend'

The “green” future is covered in dirt. As the proposed shift toward carbon targets and decarbonisation continues apace, it is increasingly clear...

ASX hits 7300 as record rally rolls on

ASX finishes at record high, The Reject Shop downgrades, energy leads the week The ASX200 (ASX: XJO) broke 7,300 points for the first time,...

ASX brushes aside COVID worries to hit new high

ASX trades off high, retail sales higher, Wesfarmers flags tough comparables   The ASX 200 (ASX: XJO) finished at an all-time high, adding...

ESG's key role in Clearbridge's award winning strategy

The Clearbridge RARE Infrastructure Income fund was last week awarded Money Management’s Fund Manager of the Year award for the Infrastructure Securities...

Smaller company sell-off offers opportunity - Twidale

The Australian market is in a world of its own, pushing ahead with a strong post-pandemic-led recovery while a rebound of the global economy is edging closer...

Equities & Growth Assets Symposium Summary

This report provides a short summary of each presentation and the key learning outcomes from the Equities and Growth Assets Symposiums in Melbourne and Sydney.

ASX shakes COVID blues to close at new record high

Australia in rare air, ASX hits another record, Keypath IPO falls flat  The ASX 200 (ASX: XJO) has taken the mantle of overseas markets, hitting...

Lacklustre ASX declines 0.3% as RBA holds steady

ASX falls but 2% higher in May, Macquarie, Magellan looking to the future The ASX200 (ASX: XJO) fell 0.3% on Tuesday, the first day of winter, with...

ASX sets new record high, backs off

ASX down on energy, PEXA set to IPO, Nuix downgrades again  The ASX200 (ASX: XJO) started the day strongly, hitting a new record before...

Valuation gap between value and growth at 'extreme levels'

Simon Adler, who heads up the Equity Value fund at Schroders, presented at The Inside Network’s recent Equities & Growth Assets symposium, discussing...

Fresh record high for ASX after broad Friday rally

ASX hits new record, ING shocks analysts, Tabcorp offer formalised  The ASX200 (ASX: XJO) hit another record high on Friday, finishing the day...

ASX finishes flat as Victoria prepares for lockdown

Here we go again, ASX flat as lockdown begins, Costa Group tanks, AMP sued The ASX200 (ASX: XJO) added just 2.4 points on Thursday after...

'Uneven' impact of race to net zero opens huge opportunity

The mooted transition to net-zero will have an “uneven impact” across sectors, presenting opportunity and risk in equal measure, according to JP...

Charter Hall remains acquisitive amid Victorian tax shake-up

Charter Hall Long WALE REIT (ASX: CLW) has announced that it has secured a $790 million investment portfolio to be owned by the REIT and Charter Hall Direct...