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
- Daniel Liptak
- 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
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...
You can bet on mean reversion — it's undefeated
Why long-term capital preservation matters more than chasing the party.
Mid-caps in the spotlight: The case for a market sweet spot
The ASX mid-cap space might be an “alpha hotspot,” but getting to grips with stock-level attributes remains the key to capturing the opportunity.
Buying on the dip: Do mantras have an expiry date?
It’s worked for years, built on steady flows and policy backstops. But mantras live only as long as their conditions prevail. History shows long stretches...
Debt elephant needs an urgent diet
The USA's national debt has swelled past US$36 trillion, and is growing faster than the US economy. Investors must factor this into portfolio construction.