In Focus
In-depth analysis of markets, policy, and investment themes shaping the Australian financial advice industry.
- Abbey Minogue
- Alex Lennard
- Australian Ethical
- Ben Walsh
- Brad Tank
- Contributor
- Cristina Lee
- Daniel Liptak
- David Chaplin
- David Simon
- Drew Meredith
- Eleanor Moriarty
- Eleece Quilliam
- Emanuel Datt
- Giselle Roux
- Greg Bright
- Henry Maxey
- Hilary Frisch
- Ishan Dan
- James Dunn
- Jamie Dannhauser
- Jamie Nemtsas
- Jonathan Ruffer
- Kristina Hooper
- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren French
- Laurence Parker-Brown
- Lisa Uhlman
- Michael Armitage
- Michael Arno
- Michael Block
- Nicholas Way
- Nicki Bourlioufas
- Omar Khan
- Owen Raszkiewicz
- Pzena Investment Management
- Richie Parsons
- Rob Perrone, Eric Marais & Shane Woldendorp
- Rob Prugue
- Sonali Desai
- Staff Writer
- Steve Russell
- Tahn Sharpe
- The Inside Adviser
- Tim Kruger
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.
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...
Finding value when momentum runs hot
As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...
Your brain on red: why the wealth management industry’s crisis playbook is making things worse
The wealth management industry believes market panic is an education problem. In reality, it’s a biology problem.
Advice with heart — and steel under the glitter
To Dawn Thomas, advice isn’t a product, it’s a relationship, a living thing. She says the right clients “energise” her, that she is driven by service,...
Convictions in the era of controlled disorder
With structural changes across geopolitics and trade, portfolios should reflect this new era of controlled disorder. Amundi's convictions on risk, correlations...
Is value finally back? What the new earnings cycle means for advisers
Australian equities may be entering a new phase defined by earnings momentum and dividend growth. If value is reasserting itself, portfolios still crowded into...
AI’s winners and losers: why advisers should look beyond the mega-caps
While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...