In Focus
Deep analysis and considered perspective on the issues shaping Australian financial advice and institutional investment.
- Abbey Minogue
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- Pzena Investment Management
- Richie Parsons
- Rob Perrone, Eric Marais & Shane Woldendorp
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Where the flow splits, active bond funds still win
The active-versus-passive debate looks different in fixed income. Amundi's quarterly results show active bond funds attracting serious new inflows, with local...
Ten managers, one verdict on ASX20 concentration
Ten active Australian equity managers agree: ASX20 concentration is distorting prices at the top of the market and widening the gap between index heavyweights...
Space as infrastructure? The AI trade advisers keep getting half right
AI infrastructure investment is emerging as the more durable side of the AI trade. Franklin Templeton's Matthew Cioppa argues the real opportunity has shifted...
Warsh wants clean signals. The bond market had other ideas.
Franklin Templeton's Richard Rauch says inflation is structurally stickier than the pre-COVID period, and the bond market appears to agree. Within hours of the...
New Australian feeder fund arrives with 190 companies already in the portfolio
Continental Funds Group has launched an Australian feeder fund giving wholesale investors access to Warburg Pincus, a growth-focused manager with a 190-company...
What AI spending means for fixed income investors
Fixed interest is in its strongest position in years. But Richard Quin of Bentham Asset Management warns the AI risk in credit markets is building fast, and...
Global markets can endure more shocks than feared, but not without limits
Amundi's global investment outlook for mid-2026 warns of fragile de-escalation, volatile inflation and growing concentration risks, calling for selective...
SpaceX broke every IPO record except the one that matters for index funds
Franklin Templeton says AI mega IPOs will ease S&P 500 concentration and force AI companies to show real numbers. The evidence says the diversification benefit...
Franklin Templeton's mid-year case for a broader bull market
Despite war, tariffs and surging energy prices, economies and markets have held up. Franklin Templeton's mid-year outlook argues unexpected resilience is...
Strong foundations, stronger case: Clearbridge on staying invested
Despite a historic two-month rally, the US equities outlook remains positive according to ClearBridge Investments. The message to investors is clear: stay in.
Active ETFs just got more interesting for Australian investors
The global asset manager expands its local active ETF suite to nine products, with a fixed income play and a global equity strategy now live on the ASX.
Quality over quantity: building global equity conviction at Viola Private Wealth
Alex Thompson, of Viola Private Wealth, argues the concentration risk narrative around global equities is often misdirected, the real problem may sit closer to...
Picks, shovels and patience: a framework for global equities today
Troy Armstrong favours Australian resources and global technology and defence, takes a disciplined view on AI, and argues that active management should always...
Why emerging markets demand a contrarian, selective mindset
Emerging markets remain one of the world's largest opportunity sets. So why are investors still overlooking them today?