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Brilliant Investment Thinking by Advisers for Advisers.
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OpenInvest hunts 'buyer with a bigger balance sheet' in search for scale

Despite a unique value proposition and some notable backers, wealth admin platform OpenInvest finds itself once again looking for capital. "We've had mixed...

Investment managers get more active on ESG engagement and accountability

Institutional investment teams may still oscillate between engagement and divestment as their first choice in leverage with large emitting companies, but one...

INSight #299 with Misha Mohl from HMC Capital

Misha Mohl from HMC Capital shares insights to Laurence Parker-Brown from The Inside Network on less than the sum of its parts at Lend Lease Group.

INSight #299 with Misha Mohl from HMC Capital

Misha Mohl from HMC Capital shares insights to Laurence Parker-Brown from The Inside Network on less than the sum of its parts at Lend Lease Group.

Green hydrogen good for climate but tough investment: Nanuk

To achieve the widespread adoption of green hydrogen necessary to reach net zero targets and for the companies in that sector to achieve their full potential,...

A sea of red across Australian Equities on Friday

A sea of red was noted on Friday as with the ASX200 closing down -0.55 per cent, dragged by financials falling -0.9 per cent, impacted by the banking sector...

From Hero to Xero for tech star

From Hero to Xero for tech star Australian shares rose for the second straight day, with healthcare leading the way, and netting out a tech slump. The...

Expectations 'reshuffled' as resilient inflation delays tipping point on rates

Stubborn inflation is forcing central banks around the world to recalibrate, according to Neuberger Berman. Shorter durations remain du jour while yields are...

Tale of two telecoms

The Australian share market built on a solid lead-in from Wall Street, with the tech sector leading the way, up 1.9 per cent on the back of enthusiasm...

Cup Day rate rise as Governor Bullock debuts

The Australian dollar and bond yields slid after the Reserve Bank of Australia lifted the cash rate by 0.25 per cent on Melbourne Cup Day, to 4.35 per cent. It...

It's a mad, mad world, where discount rates no longer apply to tech stocks: Ruffer

Technology stock valuations are rising, bucking the prevailing market conditions and further inverting the traditional bond/equities relationship. "This...

All Ords (ASX:XAO) gains on Fed rate pause, Origin sinks despite offer, banks surge

The local share market was buoyed by the Federal Reserve’s decision to keep rates on hold and hope that the RBA may do the same on Tuesday. The All...

Quality over quantity: How Claremont Global avoids managed-fund pitfalls

Most managed funds simply hold too many stocks to provide reliably effective returns for investors, according to Claremont Global head Bob Desmond, who says a...

Quality over quantity: How Claremont Global avoids managed-fund pitfalls

Most managed funds simply hold too many stocks to provide reliably effective returns for investors, according to Claremont Global head Bob Desmond, who says a...