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
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...
Are you reframing the future of asset management or is it reframing you?
Ernst and Young (EY) has released a research publication titled the “Future of asset management.” As the title suggests, a transformation in the...
Getting real on rates
Inflation has been among the most popular terms across news headlines, research reports and economic forecasts. Whilst the loudest voices tend to dominate in...
Markets grow "irrationally enthusiastic" for ESG
Markets are experiencing a “manic moment” around ESG investments and less exuberance now might not be “a bad thing in the longer run”,...
Is a commodity super cycle possible in a greening economy?
Leading investment bank JP Morgan this month released an article titled “Are commodities still a good inflation hedge amid decarbonization?” The...