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
- Mishan Dahia
- Nicholas Way
- Nick Hatzis
- 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
'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...
What are McDonald's, Google and LVMH telling us about the economy?
Some of the world's biggest companies including Mcdonald's, Alphabet and LVMH released quarterly earnings last week. Here are four takeaways for investors.
BofA fund manager survey suggests markets could bounce
Chief Strategist Michael Hartnett at Bank of America (BofA) comically titled the July fund manager survey "I'm so bearish I'm bullish".
Long-term performance potential intact for Responsible Investments
A weak June quarter 2022, driven by a higher-than-expected US May inflation reading, managed to spook investors and cause a sell-off in markets, making it one...
Is all the bad news factored-in?
With this week's worse-than-expected inflation numbers, all eyes are centred on the Federal Reserve, which is now expected to hike rates even more aggressively.
Fixed mortgages cliff coming, economy could slow
As fixed mortgages expire in Australia, households will be hit by higher interest costs on variable mortgages which will threaten consumer spending and...
Consumer, business confidence sink as inflation bites
Tuesday provided a dour outlook for the Australian economy as inflation continues to dent consumer and business confidence.