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Brilliant Investment Thinking by Advisers for Advisers.
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It's gotta be bonds?

The toughest asset sector in an investment portfolio is the fixed income. Putting aside the difficulties in convincing an investor to have an allocation to...

Magellan's next generation ETF is a 'potential game changer'

Magellan Financial Group has done some back office re-engineering to develop what it claims is the next generation of active exchange traded funds – a...

REITs: victims of fashion

A dedicated allocation to ASX listed REITs is largely an Australian idiosyncrasy as a legacy from the high weight and structural elements of the property trust...

Credit LITs surge back from discounts, but door is closing quickly

Of the many opportunities that were thrown up by the Covid-19 Crash, one of those that is still open – although weakening by the day – is that in...

ETF Spreads are the Real Killer

How does ETF investing go seriously wrong? If you don't pay attention to ETF buy-sell spreads, the advantage of low MERs can evaporate.

Small caps to remain attractive for investors

Following the March equity market correction due to the COVID-19 pandemic, global equity markets rebounded sharply in April, with the small cap sector...

Aussie tech stocks shine

If clients are seeking advice on where opportunities are in the Australia share market, they should not overlook a group of Australian technology stocks that...

Wild swings, but bitcoin proves its digital mettle

Like most assets, bitcoin cruised into the new year in 2020, racking up a 44% rise until mid-February. Then, like the stock market, BTC took fright at the...

Hybrids are back, and paying higher yields

The hybrid securities market felt the brunt of the COVID-19 crisis in March, when two issues were withdrawn and another issuer deferred redemptions. But last...

ETF Securities: FANGs defy rocky market

In hindsight, March 2nd, 2020, as the world started to get to grips with the scale of the global health emergency that was unfolding in the form of the...

Is risk management the new black?

After years of ever-increasing focus on returns to the extent that even fixed income allocations got caught in the vortex, there is a sobering reassessment of...

Renewables bring might to the race for returns

There is little doubt that the world as we know it will change as a result of the COVID-19 outbreak and subsequent shutdowns. But how much? No one truly knows,...

Changing ETF landscape in 2020

The ETF landscape continues to rapidly expand beyond the replication of major stock market indices such as the S&P/ASX 200 and S&P 500. Today's investor can...

The price of staying at home

Regardless of where they live, investors have a significant opportunity to diversify their equity portfolio outside of their home market.