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Brilliant Investment Thinking by Advisers for Advisers.
ASX
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S&P
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AUD
$0.70

Plotting the return to duration

Bond markets have effectively become the 'freight train' of a long series of other assets, with a surge in bond yields pulling nearly every other asset class...

Active management preferred for ESG allocations

The events in Russia and Ukraine offered a real time insight into the challenges facing ESG, ethical and sustainable investors around the world.

Innovative approaches open real assets to the masses

The United Nations has described the managers of global real estate assets as 'one of the most important decision-making groups on Earth'.

Thematic ETFs drop like hot cakes

Funds into thematic exchange traded funds (ETFs) have dried up this year as technology stocks get hit globally.

Investors should prepare for the private market valuation hit

The Morningstar-owned private markets publication Pitchbook this week highlighted the growing risks in the economy along with the potential impact of higher...

Good time to buy quality semiconductor companies, say experts

For investors looking to build positions in quality technology firms, the US computer chip giants are trading at attractive price levels, with many brokers now...

Why this trillion-dollar managers prefers stocks over bonds

"We recently cut risk but stick with stocks over bonds for now. Equity prices now reflect much of the worsening macro-outlook and hawkish Fed" were the latest...

Here's how private equity is conquering the ASX

Private equity is eating the ASX alive. Nearly every other month there is another billionaire dollar private equity approach of an ASX company.

Private credit flourishes as major banks recede

Private credit has been gathering pace both globally and in Australia, growing rapidly as businesses start to recognise the unique benefits of private lending...

Amazon and the value vs. growth challenge

Value investing has been the clear winner of the first third of 2022, with the tech-heavy Nasdaq leading losses in global sharemarkets.

Australia's 'great arsenal of commodities' set to boost AUD

Ruffer LLP's single strategy approach, which is a multi-asset class, diversified fund seeking to deliver consistent returns and limit drawdowns in every market...

ETF Securities wins Australia's crypto ETF race

ETF Securities has won the race to list Australia's first cryptocurrency ETF, ending a long drawn out battle among ETF providers.

Alts performance mixed after tough quarter

Alternative investments are gaining popularity, mainly due to their low correlation to more traditional assets such as stocks and bonds.

Investing through inflation and growth uncertainty

In their latest quarter fixed income outlook, titled 'Investing Through Inflation and Growth Uncertainty' global asset manager Neuberger Berman has flagged...