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
Physics, pattern recognition and the pursuit of pure alpha
Stock markets are messy laboratories, says this physicist: rife with noise, shaped by emotion, and lacking the predictability of the natural world. But...
Third Link's fund managers look to fundamentals after a wild 2025
The Third Link Growth Fund’s managers expect 2026 to mark a return to fundamentals, with valuation discipline, earnings quality and selective stock-picking...
Japan’s second act: Masa Takeda on compounding through reform
After three decades of relative isolation, Japan is finally back in town as an equity market, as a sustained campaign on corporate governance starts to bear...
Forty years of fundamentals: Ram Rasaratnam on the evolution of quant investing
In an era captivated by narratives and noise, systematic investing, grounded in fundamental analysis, can achieve enduring success.
Don’t react to year-end seasonal volatility, but don't tune-out, either
The summer break is not a time to take your eye off your portfolio, but your approach should be one of review, recalibration and readjustment if necessary.
World in motion: AI, tariffs and the indeterminate future of capital
Bentham CIO Richard Quin dissects how tariff shocks, data-starved policy and AI euphoria are colliding to reshape rates, credit and risk, and explains why a...
The real winners of the AI revolution are hiding in plain sight
Don't miss the most compelling story in the AI world. A hint: it might not be front-and-centre in the headlines or the stratospheric share price rises.
Betting on structural decline: System Capital's edge in a fragmented market
At the heart of System Capital's long-short strategy is companies' structural position as their industries change. The manager believes structural strength is...
The future of advice: Adviser Insights with Scott Carmichael from Escala
How will the advice industry promote best practice with the great intergenerational wealth transfer? Scott Carmichael, partner at Escala, offers his insights...
Global easing deepens as stimulus, not stability, drives the market rally
A wave of global easing masks fragile economic growth beneath the surface. A late-cycle melt-up could ensue, but its foundations would be similarly shaky.
‘Golden era’ of equity investing ending, warns Talaria boss
Investors are sleepwalking into concentration risk due to over-exposure to a single counter-party, sector or geographic region, as well as hugging the indexes...