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
- 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
Progress, flexibility key to ESG impact: Australian Ethical
Many are seeking to oversimplify ESG, which is an inherently complex part of investing, while others are overcomplicating what is really a simple consideration.
The risk addiction
The pursuit is focused, relentless and uncompromising - dismissive of any potential consequences. So what happens when the addiction is to risk?
Navigating volatility worth the prize
With so much negativity circling, one would assume that the market is likely heading lower or treading water at best. Wrong.
Challenges and opportunities exist for long term 'quality' investors
A recession is looking more than likely with the global equities market deteriorating and valuations coming under pressure, says Bell Asset Management.
Bubble spotting as much art as science: Ruffer
The analysis required to distinguishing the hot from the irrationally over-heated is about more than numbers, according to Ruffer's Lauren French.
Market snapback likely to be 'short-lived', short positions warranted: Sage
With bad news priced in, long-short manager Sean Fenton is positive on returns.
'If we have to, we'll drive the bus': Putting money to work in the dislocation
HMC Capital sees "fantastic opportunities" in current market dislocation.
2022 Emerging Markets Mid-Year Outlook: Navigating Opportunities and Headwinds
Despite the -16.3% year-to-date (YTD) performance,1 we are impressed with the resilience of Emerging Market (EM) equities. In any year with the S&P down...
From inflation to recession, Joseph Kalish calls it as it is
Inflation may be peaking but no recession in sight says Joseph Kalish.
A structural evolution or risky business?
Following a decade-long run of low-interest rates and rising asset prices, many companies took the opportunity to load up on cheap deb
Currency key to investability, as shorts pay off
An actively managed global fund manager said something along the lines of "the challenge in 2022 won't be in outperforming the index, but rather in generating...