In Focus
Deep analysis and considered perspective on the issues shaping Australian financial advice and institutional investment.
- Abbey Minogue
- Alex Lennard
- Australian Ethical
- Ben Walsh
- Brad Tank
- Contributor
- Cristina Lee
- Daniel Liptak
- David Chaplin
- David Simon
- Drew Meredith
- Duncan MacInnes
- Eleanor Moriarty
- Eleece Quilliam
- Emanuel Datt
- Ferdinand Cheuk
- Francis Gannon
- 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
- Orbis
- Owen Raszkiewicz
- Penny Pryor
- 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
The dangers of being too passive
Investors may be in love with the 'magnificent seven' technology stocks, yet the top end of the stock market is notoriously volatile. That's worth noting for...
Value investing's true believers reap the greatest benefits: Pzena
Investors may find themselves gravitating towards 'value-light' or indexed versions of a genuine value investment strategy, Pzena says, but both are likely to...
Zero-rate anomaly won't be repeated: Marks
Interest rates aren’t going back to what the current generation of investors consider ‘normal’ anytime soon, according to Oaktree’s Howard Marks, and...
Advisers beware: Social issues the new ESG frontier
Financial stewards need to cast a broader eye over the stance companies take on social issues like The Voice and the Israel/Palestine conflict. Community...
For performance and impact in ethical investing, conviction is key
Ethical investing is rightly associated with driving change for people and the planet, but because it's about being highly convicted on long-term themes, it...
‘The stock prices will follow’: Earnings key to big-picture portfolios
Understanding how macroeconomic changes may affect companies' earnings profiles is key to Ausbil Investment Management's top-down approach, which lets the fund...
The art and science of high conviction investment: Claremont Global
There is a world of complexity behind the construction of a highly concentrated portfolio of stocks that consistently outperforms the benchmark. According to...
'The triumph of hope over reality': Why Ruffer expects higher, more volatile inflation
Faced with the option of stunting 'financial stability or growth stability', the US will only go one way. So investors need to protect against more volatility...
Expensive assets suffer most when bubbles burst: Orbis Investments
Since tulipmania, good investment ideas have regularly been turned inside out after being taken to extremes. With 2021 setting all sorts of trading records,...
Catalyst will correct 'expensive' markets at some point: Atrium
A recalibration of dislocated markets is inevitable, according to Atrium's Glen Foster, and the landing may not be a soft one. This presents an opportunity for...
Sunrise on Venus: Preparing for the investment environment of the next decade
Using long-term data, Orbis Investments has been able to map out the current investment environment and chart a decade-long path of challenges and...
Funding the energy transition is all about the up-front spend. Then what?
The net-zero transition will bring about an economic transformation, with massive up-front investment leading to near-zero energy costs in the near future,...
Investment managers get more active on ESG engagement and accountability
Institutional investment teams may still oscillate between engagement and divestment as their first choice in leverage with large emitting companies, but one...
Australian Ethical opens up on how its ethical charter shapes portfolios
"The portfolio does look different to mainstream," says Australian Ethical portfolio manager and equity analyst Deana Mitchell, before explaining how the fund...