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
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- Cristina Lee
- David Chaplin
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- Giselle Roux
- Greg Bright
- Henry Maxey
- Hilary Frisch
- Ishan Dan
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- Jamie Dannhauser
- Jamie Nemtsas
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- Kristina Hooper
- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren French
- Laurence Parker-Brown
- Lisa Uhlman
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- 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
Why I'm committed to ESG, despite the momentum shift
As advisers we tend to forget the incredible position in which we sit, as the stewards of client capital, with the power to determine what types of companies...
The one thing holding the whole damn financial system together
From the goldsmiths who paved the way for modern currency, to the zealots pushing bitcoin's potential, the common denominator holding up the fabric of the...
Despite looming tech fears, some say sky's the limit for Nvidia
Brokerages raising their target price on Nvidia shares this month have pushed the median view to US$500, and analysts say that may be conservative. After an...
Succession and the rise of 'skin in the game' managed funds
The Inside Network's Jimmy Dunn takes a good, long, drama-filled look at the latest wave of equity funds that base their investment philosophy on companies...
Earnings outlook murky after mixed reporting season cards: Analysts
Despite continuing strong economic data for Australia, markets have forecast significant earnings downgrades, and results have been mixed so far. But a main...
Global supply chains sweating on Panama precipitation levels
It's deja vu for global supply chains, but this time it isn't a wayward tanker in the Suez Canal, but rather a lack of water in the Panama Canal that is...
Process over performance with high conviction: Claremont Global's Bob Desmond
Focussing on a concentrated portfolio of quality and growing stocks can expose investors to strong profit growth and some of the best companies in the world,...
Did the great recession of 2023 just pass us by, or is it still lurking?
Did one of the most widely forecast recessions just fail to materialise, Neuberger Berman asks, or are we entering a false dawn that could see investors trip...
Howard Marks on market dislocation and remarkable credit opportunities
The legendary investor says we're in the midst of the third major shift he's seen in his 50-year career, as a decades-long low-interest-rate environment shifts...
The disorder of the Phoenix: A Ruffer story
Hatry's downfall certainly provides a cautionary tale of the dangers of financial excess and the depths individuals will plumb in seeking to avoid exposure and...
Soft landing harder to find as economy proves resilient to inflation
Signs of rising economic optimism in Australia don't change the narrative on the risk of recession, with chances remaining high for a deep downturn in...
Beware the 'aggressive optimism' around overvalued tech stocks: Atrium
Technology stocks at the big end of the S&P500 have enjoyed a (mostly) golden run, but Atrium Investment's Brendan Paul warns that Nvidia's astronomical...
Inflation range in view, but is it close enough to stop further rate hikes?
The rate hiking cycle may be reaching its zenith, with inflation showing signs of a plateau. The next few months will be pivotal, Neuberger Berman says, which...
Rosy outlook for corporate earnings may turn out grey
Corporate profit growth is expected to moderate, especially in sectors focused on consumer sales, and mining companies have seen large downgrades. Meanwhile,...