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
- 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
- Mishan Dahia
- Nicholas Way
- Nick Hatzis
- 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
- Will Arnost
- Ye Peng
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...
Expectations 'reshuffled' as resilient inflation delays tipping point on rates
Stubborn inflation is forcing central banks around the world to recalibrate, according to Neuberger Berman. Shorter durations remain du jour while yields are...
It's a mad, mad world, where discount rates no longer apply to tech stocks: Ruffer
Technology stock valuations are rising, bucking the prevailing market conditions and further inverting the traditional bond/equities relationship. "This...
The quants are expanding their toolkit beyond factor investing: Invesco
The latest iteration of Invesco's landmark systematic investing study shows just how far quant teams are going in an effort to meet the modern day challenge of...
Don't panic! Markets (mostly) shrug when geopolitics shock the world
Events like the Israel-Palestine and Russia-Ukraine conflicts may shock the world, and they may even influence markets. But history tells us geopolitical risks...
Yield components key to understanding US bond market machinations: Ninety One
The aggressive sell off in US bonds has prompted many to speculate that interest rates have adjusted upwards on a structural basis. But Ninety One investment...
Prepare for 'sweeping alteration' of markets: Howard Marks
Repeating his warning that markets are undergoing a "sea change" that will see a new set of winners and losers emerge in short order, the famed distressed-debt...
ESG in action: Mr Seaweed and the incredible, Earth-changing bovine burp fix
Sam Elsom, Mr Seaweed and the rest of the Sea Forest team are unlocking the power of asparagopsis to reduce methane emissions in a spectacular way. The plan...
The art of investing through the AI revolution
The rise of AI is part of a global knowledge revolution that is reshaping every aspect of our lives, according to AI thought leaders at the Australian Investor...
Foresters urges investors to take the sustainable path
Foresters is addressing the gap in responsible fixed income investment by offering a sustainability overlay across its funeral, investment and education bond...
Happy, clever people: Humans, not machines, still drive innovation
Investors have a lot to gain from identifying the risks and opportunities present in the management of human capital. Productivity demands innovation, says...
Wealth hits record high, but wealth gap widens even further
While Australian household wealth is hitting new records, research shows much of it is held by just a few people, with the richest 5 per cent of Australians...
Lack of global warming accountability putting investors, and the planet, at risk
"Rational, economic arguments" are required to support a reduction of the costs of global warming on the planet and the economy, says Australian Ethical.
Uncertainty prevails, so quality is king: Neuberger Berman
The inflationary cycle is at a tipping point both in Europe and the US as central governments sweat the lagged effect of rate rises on inflation. For...