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Brilliant Investment Thinking by Advisers for Advisers.
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Analysis

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Australian Ethical Adviser Voice Series: Mark Spencer

An adviser who has seen his clients become more engaged with their portfolios through ethical investing.

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Keep calm and carry on: The risks associated with misreading the inflation mirage

Why advisers should look past the inflation panic and help clients stay the course as the RBA risks fighting shadows, not fire.

Markets brace for life after easy globalisation

According to Ninety One Investment Institute director Sahil Mahtani, a world once defined by cheap commodities, stable trade and predictable markets is giving...

Fuel scarcity sparks market rethink, says Datt Capital CIO

Fuel scarcity is reshaping energy markets, and Emanuel Datt of Datt Capital warns it will drive inflation and force a major policy rethink.

Finding value when momentum runs hot

As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...

Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital

In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...

Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...

Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...

Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...