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Brilliant Investment Thinking by Advisers for Advisers.
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Perennial brings institutional nous to solve the defensive income problem

Speak with any financial adviser today, and it’s likely that their biggest investment concern isn’t related to the equity component of their...

Perennial brings institutional nous to solve the defensive income problem

Speak with any financial adviser today, and it’s likely that their biggest investment concern isn’t related to the equity component of their...

CRE debt continues to perform during periods of rising rates

With our long period of near-zero interest rates seemingly at an end, every investor’s attention turns to the balance of their portfolio. Conventional...

CRE debt continues to perform during periods of rising rates

With our long period of near-zero interest rates seemingly at an end, every investor’s attention turns to the balance of their portfolio. Conventional...

US, Euro inflation to drop sharply in 2022

Inflation has remained in the headlines through February and will likely continue to do so throughout the remainder of the year. Yet whilst the headlines...

US, Euro inflation to drop sharply in 2022

Inflation has remained in the headlines through February and will likely continue to do so throughout the remainder of the year. Yet whilst the headlines...

China's oldest equity manager launches in Australia

The smart money appears to be snapping-up Chinese onshore stocks despite the recent debt-ridden Evergrande crisis and its potential to affect markets. Investor...

China's oldest equity manager launches in Australia

The smart money appears to be snapping-up Chinese onshore stocks despite the recent debt-ridden Evergrande crisis and its potential to affect markets. Investor...

Bond yields to decline as rate expectations bubble reverses

Traditional fixed income allocations, whether in the form of corporate or government bonds have been on the nose in 2022 and most of 2021 for that matter. The...

Strong reports overcome Russia concerns, IT, comms send market higher, Woolies cuts dividend

The Australian market overcame increasingly weak global sentiment to post a gain of 0.6 per cent on Wednesday. Whilst the events in Ukraine and associated...

ASX falls as Russia enters Ukraine, Cochlear, Hub 24 jump on upgrades

The unexpected run of earnings and profit surprises in 2021 wasn’t enough to offset geopolitical concerns from Russia, sending the S&P/ASX200 down...

US-Russia talks soothe market, Cannon-Brookes in AGL bid, Tyro tanks

The Australian sharemarket looked to be succumbing to overseas weakness on Monday, falling as far as 0.7 per cent before rebounding in the afternoon, to gain...

Value managers top equity fund redemptions in 2021

Morningstar has released an interesting report that looks at a market metric that is often overlooked – fund outflows. Why do fund flows matter? They...

The driving force behind a metal super-cycle

The global shift towards decarbonisation is happening and accelerating at a rapid rate, to ensure the removal and reduction of carbon dioxide in the atmosphere...