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.

Is inflation all it’s cracked up to be?

The media coverage around inflation has bordered on obsessive in recent months, with predictions of a bond market apocalypse and rampant inflation sending markets into a tailspin. The reality, according to experienced bond manager Jamieson Coote Bonds, is a little

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Competition hots up among ratings firms

Managed funds research and ratings start-up Foresight Analytics is expanding further in the ultra-competitive retail and advised investment sector through the acquisition of the analytics business of Australia Ratings Group. This follows a tie-up announced earlier this month with Style

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Challenger-backed Fidante’s busy year continues

Challenger Financial Group (ASX: CGF) and its suite of asset management businesses have started 2021 off the same way 2020 finished. As part of their half yearly accounts, the company flagged a partnership with $500 billion Japanese asset manager Nomura Asset

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Where should investors turn in the era of bubbles?

While nearly all the fussing on equity valuation and bubbles is centred on the US, Europe, Japan and the emerging markets (EMs) have provided decent returns year-to-date, after a prolonged period of relative underperformance, but stumbled in the face of

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What’s in a name?

News broke this week that one of Vanguard’s popular ESG or Environment, Social and Governance-focused strategies may not have been as true to label as one would expect. According to reports and the group’s website, the benchmark index tracked by

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Will 2021 be the year for infrastructure?

Let’s get real The financial chatter box is overflowing on bond movements and the potential impact on valuation of risk assets. Inevitably the long-duration equities are front of mind. Most are focused on the FAGAM (Facebook, Amazon, Google, Apple, Microsoft)

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What to do when your star portfolio manager leaves

As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have been poached within the funds management industry by a competitor waving more money. Sometimes

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Are you winning enough clients?

Summary: There has been a rapid and large-scale shift across many industries towards working remotely. Organisations are investing in remote working technology and infrastructure. The popularity of virtual communication platforms has surged. COVID-19 took the world by storm, bringing economies

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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 popularity in 2020, sometimes with a material impact on underlying holdings. This has impacted GLI stocks recently, with the iShares

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What’s in a name?

News broke this week that one of Vanguard’s popular ESG or Environment, Social and Governance-focused strategies may not

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