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
Pandemic calls forth another capital raising
It seems that every day another ASX listed company is announcing a capital raising with mixed results. Most recently, Vicinity Centres revealed a $1.4 billion...
Spread is your value factor
Low interest rates justify high equity PE’s, and that is particularly so for long duration, high growth equities. So goes the story. It’s worked in...
War vs. COVID-19
The scale of the human, social and economic costs wrought by COVID-19 has prompted some politicians to compare it with war. Although this might create some...
Getting back to normal with Franklin Templeton
Franklin Equity Group's John Remmert and Donald Huber share which trends they think are permanent and which are likely just a phase.
Are CBA shares worth $49?
Dividends from Commonwealth Bank of Australia (ASX: CBA) shares and the ‘Big Four’ have been put under the microscope. So far, CBA has held up the...
Examining Pushpay as a small cap holding
Pushpay (ASX: PPH) has just reported its 2020 financial year result. Is it the best small-cap to buy at this share price? What is Pushpay? It is a New...
No quick turnaround on bank dividends
Investors hoping that the big banks will restore their dividends sooner rather than later are likely to be disappointed, as the earnings pressure on the...
Embracing Big Brother
Most of us have not experienced the current level of government and institutional direction of our lives. The impact on business is likely to be profound.
Stress testing supply chains
Our underlying companies in the Legg Mason Martin Currie Global Long Term Unconstrained Fund have shown resilience in terms of balance sheet strength and...
Purposeful engagement is more effective than shareholder activism
Shareholder activist groups are diverting company management's time and energy towards narrow environmental and social causes. We explore why active ownership...
Assessing the impact on Australian small caps
The COVID-19 global pandemic is unfolding quite differently to all other major market events seen through history. Governments globally are facing a delicate...