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Brilliant Investment Thinking by Advisers for Advisers.
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ESG in action: How investment teams are funding research and leaning on laggards

Getting to net-zero by 2025 will require an enormous shift of capital. This can only happen if groups with leverage apply pressure to financial services...

Perpetual motion curbed: 138-year old manager broken up in $2.2B KKR deal

The transaction comes after a decade long struggle for one of the bigger players in the Australian financial services landscape, which could only fend off so...

'Very sad': Tech market concentration just like internet bubble, Pzena says

The disconnect is not about the big technology companies themselves, the famed value investor believes. It wasn't in 2,000 and it isn't now. The disconnect is...

'Macro distraction' is why fundies don't perform: PM Capital

Of all the reasons fund managers get outperformed by the benchmark, Paul Moore explained, the clearest is that they get distracted by macro issues that aren't...

First Sentier withdrawal just the tip of the iceberg for struggling fundies

First Sentier’s decision to close a number of strategies and pivot towards private markets handily illustrates the pressures facing the Australian funds...

How we invest: The companies and sectors that Australians love to buy and sell

While financials and materials dominated trades leading into 2024, the popularity of other sectors like healthcare and information technology followed...

Equities & Growth Assets Symposium 2024: INBrief with Scott Dingle from Spire Capital

Scott Dingle from Spire Capital speaks to Tahn Sharpe at The Inside Network’s Equities & Growth Assets Symposium in Sydney on getting downside...

Small caps come into focus as concentration risk pervades major markets

The historic outperformance of big tech stocks in the US may look like a global outlier, but many developed markets (including ours) have high levels of...

Equities & Growth Assets Symposium 2024: INBrief with Nick Langley from ClearBridge Investments

Nick Langley from ClearBridge Investments speaks to Tahn Sharpe at The Inside Network’s Equities & Growth Assets Symposium in Sydney on why markets...

Equities & Growth Assets Symposium 2024: INBrief with Chris Chen from American Century Investments

Chris Chen from American Century Investments speaks to Tahn Sharpe at The Inside Network’s Equities and Growth Assets Symposium in Sydney on how advisers...

Alternatives Symposium 2024: INBrief with Cameron Blanks from Pacific Equity Partners

Cameron Blanks from Pacific Equity Partners speaks to James Dunn at The Inside Network’s Alternatives Symposium in Melbourne on looking through the cycles...

Alternatives Symposium 2024: INBrief with Cameron Blanks from Pacific Equity Partners

Cameron Blanks from Pacific Equity Partners speaks to James Dunn at The Inside Network’s Alternatives Symposium in Melbourne on looking through the cycles...

Alternatives Symposium 2024: INBrief with Duncan Farley from RBC Bluebay Asset Management

Duncan Farley from RBC Bluebay Asset Management speaks to Giselle Roux at The Inside Network’s Alternatives Symposium in Melbourne on macro trends that...

Alternatives Symposium 2024: INBrief with Duncan Farley from RBC Bluebay Asset Management

Duncan Farley from RBC Bluebay Asset Management speaks to Giselle Roux at The Inside Network’s Alternatives Symposium in Melbourne on macro trends that...