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
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...
Markets in 'thrall of the Fed', overly hawkish on rates
“Learning to live with COVID will be the major theme of 2022,” according to Ken Leech, chief investment officer of leading fixed income manager...
Funds flows favour the brave; what they say about 2022
Australian investors ploughed as much as three times more money into equity-focused managed funds in 2021 than they did in 2020. Being the preferred source of...
Hub 24 collecting $1 billion per month
HUB24 (ASX:HUB) – Shares in the leading wealth management platform are rallying on the back of record second-quarter net inflows of $3.6 billion. This...
How will Your Future, Your Super reforms impact ESG investing?
While the government’s Your Future, Your Super (YFYS) reform package, which took effect last July, has been widely derided by the industry, it is the...