Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
-0.70%
S&P
-2.64%
AUD
$0.71

Analysis

Share

Australian Ethical Adviser Voice: Meet Siobhan Ashby

An adviser whose values-led client conversations set her business apart.

Share
Print
 

Is value finally back? What the new earnings cycle means for advisers

Australian equities may be entering a new phase defined by earnings momentum and dividend growth. If value is reasserting itself, portfolios still crowded into...

Private credit needs less noise, more underwriting

Barings’ Bryan High says private credit still looks compelling, but only for lenders willing to miss deals, ignore hype and stay conservative.

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.

Six lessons from years of market cycles every investor should know

A seasoned investor’s guide to surviving market cycles: these lessons distil decades of insight into six clear principles for advisers to consider.

The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...

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...

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...