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Brilliant Investment Thinking by Advisers for Advisers.
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Passive flows creating an opportunity for active managers

An illustration of why an active long-short approach to the global listed infrastructure (GLI) sector makes sense. ESG funds have gained in...

As WTW calls for active management

Investors should increase allocations to active management strategies against an increasingly uncertain global backdrop, according to a new Willis Towers...

In search of an inflation hedge

During times of fear, investors often become irrational. As the coronavirus pandemic swept through the globe, fear and uncertainty rose, and investors began...

Barwon Healthcare Fund 'Recommended' by Zenith

Barwon Investment Partners this week announced that their long-standing Healthcare Property Fund had received a ‘recommended’ rating from...

Emerging market debt best positioned in decades

The search for diversification has forced financial advisers to look far and wide as they seek non-correlated opportunities to fortify client portfolios. Among...

Are your clients asking about Tesla, lithium or space?

Are your clients asking you why they don’t hold Tesla? If they have an exposure to lithium? Are they looking for an exposure to the renewable energy...

Portfolio diversification through innovation

Entering 2021, financial advisers and investors are facing many challenges when it comes to managing their portfolios. On the one hand, low interest rates and...

Alignment, avoiding fee leakage key to success in private credit

Now that the Reserve Bank of Australia (RBA) has said that it effectively expects to keep rates on hold until at least 2024, the flood of capital into private...

JP Morgan launches sustainable global macro strategy

It has been a busy start to the year for JP Morgan Asset Management (JPMAM), with the recently launched Global Macro Sustainable Fund seeking to capitalise on...

Dundas to get ETF treatment

Australian multi-affiliate shop, Apostle Funds Management, will roll-out an exchange-traded fund (ETF) version of a well-established active global equities...

Are return expectations moving ahead of reality?

Schroder’s Investment Management this week released a note to the ASX in which they announced the objective returns of their popular listed and unlisted...

Green bonds enter mainstream amid pandemic

According to think-tank Climate Bonds Initiative, green bonds were created to fund projects that have positive environmental or climate-related benefits. They...

Is this the biggest risk in your portfolio?

While listening to a conference by multi-asset investment manager, Ruffer LLP – an event we covered here – it became evident that most portfolios...

Milestone broadens pControl's reach among big investors

Milestone Group has extended the rollout of its new pControl asset allocation offering to Asia-Pacific to service increasing demand due to greater complexities...