In Focus
Deep analysis and considered perspective on the issues shaping Australian financial advice and institutional investment.
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- Pzena Investment Management
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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.
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?
The concentration problem hiding inside the EM allocation
Genium Investment Partners' Tim Murphy says the emerging markets benchmark has drifted so far from the broader EM growth story that investors relying on it are...
Emerging markets: beyond the technology trade
Foresight Analytics' Jay Kumar says the EM narrative has narrowed to the point where investors risk confusing technology sector exposure with genuine emerging...
The 2026 Federal Budget is in. Here is what advisers need to do before July 1
Wattle Partners' Jamie Nemtsas says the 2026 Federal Budget changed nothing about the July 1 deadline. Division 296, payday super and the new transfer balance...
Physical climate risk moves from ESG debate to enterprise value risk
Physical climate risk is no longer just a sustainability discussion. For advisers, it is becoming a question of asset values, earnings resilience and portfolio...
Private credit needs less noise, more underwriting
Barings’ Bryan High says private credit still looks compelling, but only for lenders willing to miss deals, ignore hype and stay conservative.
The clock is ticking: why markets cannot afford to shrug off the Strait of Hormuz
Franklin Templeton's Stephen Dover says equity markets have shrugged off the oil shock with surprising composure, but warns that sustained stability requires...
The AI that matters most may not be artificial
Technology is changing everything about how advice is delivered. It may also be about to reveal who was worth trusting all along.
Why deep value could be the surprise winner in 2026
'Deep value' is back in focus and the arithmetic of paying less while expectations are low has rarely looked more compelling.
Markets brace for life after easy globalisation
According to Ninety One Investment Institute director Sahil Mahtani, a world once defined by cheap commodities, stable trade and predictable markets is giving...
Fuel scarcity sparks market rethink, says Datt Capital CIO
Fuel scarcity is reshaping energy markets, and Emanuel Datt of Datt Capital warns it will drive inflation and force a major policy rethink.
Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Mean reversion: powerful until the regime shifts
Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...