Focus

Expert analysis of the most pressing issues facing investors, financial advisers and the economy in general. Expect thought leading content covering important macroeconomic themes, asset class analysis and deep-dives into individual sectors. The name says it all, uncovering alternative insights on traditional concepts and adding to your knowledge base.

Bonds are dead. Long live bonds!

Quantitative easing, negative interest rates, and modern monetary theory (MMT) have all but forced the end of the 30-year bull market in government bonds; or have they? As we enter 2021 the chorus of commentators warning of significant capital losses

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Can equities still be rewarding in 2021?

In the final weeks of the year, there appear the inevitable reports on what eventuated in 2020, coupled with the near-universal view that 2021 is lining up as another risk-on whopper. Rates will remain range-bound, therefore we can bunker down

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Six must-make changes for 2021

The time seems right to review my investment strategy calls of 2020 and put forward some ideas on the most important action to take before the year comes to a close. In general, the big calls have delivered, particularly the

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Federation gets real with SARA

After what has been a busy (and impressive) year for relative new-comer Federation Asset Management, it could have been forgiven for putting the cue in the rack come Christmas. Yet the group, led by ex-Macquarie banker Cameron Brownjohn, just launched

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Annual opt-in confirmed, but more flexibility

It was a busy day for the Federal Government, announcing the proposal to disband FASEA, introduce lack of independence disclosure requirements and then finally, introduce a new fee disclosure regime. Advisers had been hit with an increasingly complicated set of

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Looking under the ETF bonnet

Machines and the Mind Around 70%-80% of equity market volume is driven by algorithmic trading. There are a host of actors in this process, from hedge funds, exchange-traded funds (ETFs) and commodity trading advisors (CTAs). It also includes fundamental investors

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Can analyst reports be relied upon?

Way back when it was possible to have relatively open conversations with company management and receive mostly unscripted responses. Nowadays the access is limited, and minders watch carefully for any possible deviation from the standard line. The politician response of

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The winning formula

In a year when a global pandemic, recession and record-low interest rates took centre stage, a growing number of specialist managers, including many high-profile names, failed to beat the market last financial year. Yet with market dispersion continuing to grow,

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Are P/E ratios a misleading indicator?

As it stands, the ASX’s November 2020 performance could be the best in over 50 years. It seems impossible when you consider the state of the “real” economy, which is effectively on government life-support following enforced economic lockdowns. Such has

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Alternative assets to hit $23 trillion by 2025

Assets in alternative investments are expected to grow by 9.8 per cent a year over the next five years, to hit US$17 trillion (A$23.4 trillion) by 2025, according to the latest research by Preqin, the global alternatives research and data

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The winning formula

In a year when a global pandemic, recession and record-low interest rates took centre stage, a growing number

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