In Focus
Detailed fund profiles and manager analysis for Australian financial advisers, including strategy, positioning, and portfolio fit.
Active ETFs just got more interesting for Australian investors
The global asset manager expands its local active ETF suite to nine products, with a fixed income play and a global equity strategy now live on the ASX.
Why emerging markets demand a contrarian, selective mindset
Emerging markets remain one of the world's largest opportunity sets. So why are investors still overlooking them today?
The concentration problem hiding inside the EM allocation
Genium Investment Partners' Tim Murphy says the emerging markets benchmark has drifted so far from the broader EM growth story that investors relying on it are...
Emerging markets: beyond the technology trade
Foresight Analytics' Jay Kumar says the EM narrative has narrowed to the point where investors risk confusing technology sector exposure with genuine emerging...
Why deep value could be the surprise winner in 2026
'Deep value' is back in focus and the arithmetic of paying less while expectations are low has rarely looked more compelling.
Space X already lifted-off for Pengana
The potential Space X initial public offering (IPO) later this year will be the largest – and likely the most sought-after – stock market float yet seen....
Specialisation, scarcity and staying power: Inside high-conviction investing
In an industry obsessed with breadth, Cooper Investors’ Endeavour Fund is doubling down on depth and specialisation.
New global small-caps fund targets wholesale, retail investors
A new offering for “mums and dads” from Warakirri Asset Management has an investment strategy that focuses on recent changes at a company that the market...
Craft, curiosity and capital: Inside the Cooper Investors Endeavour Fund
It’s easy to forget, when listening to Marcus Guzzardi and Geoff Di Felice speak about investing, that their job is fundamentally about numbers. Not because...
ClearBridge Global Value Improvers Fund
The Why? What is the fund’s value proposition and purpose? The ClearBridge Global Value Improvers Fund focuses on global companies that the Portfolio...
Leading the pack in 2024: High-yield income funds that are outperforming
Despite the inherent risks, the allure of high-yield fixed income funds in 2024 remains strong. They offer a compelling opportunity for enhanced returns...