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
US, Euro inflation to drop sharply in 2022
Inflation has remained in the headlines through February and will likely continue to do so throughout the remainder of the year. Yet whilst the headlines...
Value managers top equity fund redemptions in 2021
Morningstar has released an interesting report that looks at a market metric that is often overlooked – fund outflows. Why do fund flows matter? They...
The challenge of consensus for financial advisers
Most financial advisers have likely been inundated with phone calls in recent weeks as markets took a negative turn following another prosperous year for...
January's volatility only a "light shower": Talaria
“Don’t ask yourself if it’s going to rain, ask yourself if you have an umbrella, in case it does,” says Hugh Selby-Smith, co-chief...
The burden of outperformance
January fund manager returns are beginning to creep in, and it doesn’t look pretty. The Nasdaq finished as much as 9 per cent lower, with the S&P500...
High-conviction strategies and the role of risk management
US-based fund manager Loomis Sayles, founded in 1926, has delivered a respectable return for its clients for 2021, after it smashed the index both for the...
No shortage of triggers for the next stock market selloff
Speaking ahead of the Federal Reserve’s much anticipated announcement, Paul O’Connor, head of multi-asset at global manager Janus Henderson,...
Banking on the 'other side of the market' amid sell off
Platinum Asset Management’s latest quarterly update makes for difficult reading, with every fund excluding the Japan product underperforming the market...
Deep waves: the quiet undertow of intangible assets
Our definition of assets and their economic value has been changing over time. In the 20th century, machines, factories, and transportation were the assets on...
Understanding the impact of switch from pandemic to endemic
The team at Loomis Sayles has released a research note advising investors to prepare for the transition from pandemic to endemic. Every time a new Covid...
Momentum trade sees market at 'extremes'
While all eyes remain focused squarely on whether inflation is “transitory” or not, “persistent” is the adjective that value manager...