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Brilliant Investment Thinking by Advisers for Advisers.
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Inflation linked-bonds, credit risk preferred amid uncertainty

A lot has changed over the past few months – successful COVID-19 vaccines have been deployed, President Joe Biden announced his plan to tackle climate...

'Rational bubble', but crypto acceptance increasing

Europe’s largest asset manager, with EUR$1.4 trillion ($2.2 trillion) in investor funds, Amundi Asset Management, recently weighed into the...

Bonds 'oversold' following the worst month on record

Recently crowned with the Fixed Interest Manager of the Year award by Morningstar, its third such win in four years, Western Asset Management is on the front...

ASX rose to six-week high ahead of Easter break

Second quarter off to strong start, AMP’s CEO departs, Boral announces buyback The ASX200 (ASX:XJO) finished the week and commenced the new...

INSight #70 with Paul Nagy from Epsilon Direct Lending

Paul Nagy from Epsilon Direct Lending shares insights with James Dunn from The Inside Network on where private credit sits in a traditional portfolio.

ASX records worst session in more than a month

Market down as Brisbane locks down, AGL to split, USD rallies  The ASX200 (ASX:XJO) finished 0.9% lower after the Queensland Government...

ASX weakens as travel stocks fall on Brisbane lockdown

Brisbane lockdown hits ASX, Afterpay (ASX:APT) falls to three month low, travel stocks struggle The ASX200 (ASX:XJO) gave up a strong opening on US...

Buffett pushes back on ESG proxy pressure

The US$500 billion ($649 billion) investment conglomerate Berkshire Hathaway (NYSE: BRK.A) is the latest group to come under pressure for its climate change...

New rating system set to separate leaders from 'greenwashers'

Environmental, social and governance (ESG) considerations are becoming an increasingly important discussion point for advisers and investors alike. This was...

Tech stocks now defensive, growth stocks becomes value

Stylistic investing, or the concept of separating companies into arbitrary buckets due to their perceived growth, value or defensive characteristics, tends to...

ASX rises as Suez Canal ship to be stuck for weeks

ASX up 1.7% for the week, all action at the CEO-level of AMP and TPG, battery stocks on the charge  The ASX200 (ASX:XJO) finished the day 0.5%...

ASX edges up 0.2% as banks offset AMP and Afterpay

ASX delivers a gain, AMP CEO to resign, wealth platforms take a major hit  The ASX200 (ASX:XJO) managed to register a slight gain, finishing...

Battleground: Infrastructure in post pandemic world

In this article we compare heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their respective infrastructure-focused...

Why one manager is bullish on a dividend boom

Are investors looking at a dividend bonanza in 2021? According to Dr Don Hamson, portfolio manager of the Plato Australian Shares Income strategy, the drought...