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
Value factor vs. traditional valuations
Value investing, for all its history as a robust investment strategy, has been one of the worst-performing ways to invest money over the last few years. Fair...
Warning - This is not a bubble
The easiest call to make in 2021 is that the market is overvalued, or for those preferring hyperbole, suggest that everything is in a ‘bubble’....
See how GREEN your portfolio is while comparing it to sector averages
Evergreen Consultants has launched its proprietary Responsible Investing Grade Index (ERIG Index), which rates leading fund managers on the seven broadly...
Perpetual plots world domination
A slew of acquisitions has made homegrown investment manager Perpetual (ASX: PPT) a truly global business. CEO Rob Adams says there’s plenty more to...
Pandemic exposes folly of macro
It has been a difficult few years, or perhaps decades, for forecasters of all kinds. Whether it was election polling that failed to predict both Trump’s...
Are you pricing water risk?
Devastating floods, unseasonal hurricanes, excessive droughts, megafires, and more demonstrate how extreme water risk is global now. From an investor’s...
Separating good stock picking from momentum
Hindsight is a wonderful thing. Looking back at the events of the last 18 months, it becomes abundantly clear what actions both investment advisers and fund...
The end is nigh as inflation rises to 3.8%
Australia’s inflation rate was released yesterday, hitting 3.8% over the year to June, from 1.1% for the twelve months to March. Looking at media...
Who will repay the debt?
Despite a brief moment in the sun during the depths of the pandemic, Modern Monetary Theory or MMT, somewhat disappointingly remains on the fringes of economic...
Australian 'attention bias' obscuring EM opportunities
Over the past month, Australians have been reminded that the COVID-19 pandemic is still keeping the country in check. Like many other countries around the...
Why advisers are deserting Platinum
Comment by Jamie Nemtsas I have been an adviser for 25 years and, apart from a quick dalliance with AMP as a graduate, I have worked at or owned a...