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Brilliant Investment Thinking by Advisers for Advisers.
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An introduction to ETFs

A short summary sheet for clients and advisers, outlining the many types and options in the fast growing sector.

Q2 Global Outlook

The COVID-19 recovery is looking more U than V-shaped as hoped, according to Western Asset Management. That said, lockdowns will act only as a disruption to a...

Drummond Property Consultants: Caution amidst headwinds

Since our 2020 Strategic Asset Allocation (SAA) review in June, we have remained modestly underweight the SAA reflecting concern about prospects for the asset...

Magellan launches its Core ETF series

The well-known fund manager has launched a series of low-cost ETFs which will help further its reach into the retail investor market.

3 unlikely stocks to get your dividend fix

One of the main themes that played out this reporting season was the absence of company dividends. The cash doled out by the largest 50 ASX listed companies...

The FAANGs of fixed interest

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio,...

Charting a course to the future

Charter Hall Group (ASX:CHC) delivered one of the surprises of earnings season last week, once again exhibiting the importance of quality when it comes to...

Time for alternative investments to shine

Given the global outlook is clearly one of a high degree of risk, it is surprising that all forms of risk assets seem to continually defy all the negative...

A Q&A with RARE Infrastructure - Following a volatile year

Traditional infrastructure has been impacted heavily during the pandemic as human movement is restricted to all but its basic levels. The RARE Income Fund has...

How one bond manager made 11% in the June quarter

When we saw this headline we assumed it was from one of Lazard's global equity strategies across its $170 billion portfolio.

Gold to hit US$3,000 on virus fears

The gold price is soaring, all thanks to a world gripped by fear, or is it hope?

The teenager in your portfolio

Currencies are the closest cousin to this age cohort in investment markets.

Look to Your Own Devices: Biotech Stars of the ASX

In the first of a series on Australian biotech success stories, we start with some of the outstanding medical device stocks on the ASX.

The rise of restoration of oil and gas

A focus on oil and gas abandonment and implications for the ASX.