In Focus
Deep analysis and considered perspective on the issues shaping Australian financial advice and institutional investment.
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When investing with discretion is the better part of valour: Ruffer
It is striking how little little yield premium equities are offering over the official interest rate at them moment, says Ruffer's Steve Russel. Investors may...
No easing in cycle yet as 'confusing' RBA changes tack: Sage
In a recent market update Sage lamented the RBA's recent decision to re-engage interest rake hikes after pausing only a month earlier. Policy outcomes have...
US shares outperform, but analysts doubt rally will continue
True to form, US stocks are outperforming Aussie shares on the back of a resurgence in technology-related company valuations. Economists warn against straying...
Active management outperformance rarely lasts: US study
While active management can provide pockets of outperformance both here and globally, research from S&P Global suggests maintaining above-benchmark returns is...
Impending US recession provides opportunities for sage investors: Royce
Fear of an impending recession in the US has been hashed out for more than 18 months now, says Francis Gannon. The reasons are myriad, but not enough people...
ESG a 'substance-less concept' and AI will reduce profitability: New York academic
ESG is the "emptiest" idea, according to Aswath Damodaran, while AI will morph into higher costs for companies overall with no competitive advantage in a world...
Credit's day of reckoning looms as Goldilocks era comes to a close
Those that have made high returns by overpaying for higher-risk/lower-quality credit have been lucky, but credit conditions are unlikely to be as benign in the...
Don't get 'stranded' with fossil fuel stocks as transition gains pace: Australian Ethical
As Australia's energy transition ramps up, spurred by a greater government commitment, the ethical investment manager says investors risk getting saddled with...
Levy details 'frustration' with consumer groups opposing advice review proposals
The infamous open letter penned by advice review leader Michelle Levy wasn't so much a slight on the government, she explained, but an expression of her...
India remains pricey, but potential growth remains: Mason Stevens
India's booming population has many considering whether and how to get exposure to its market, despite its year-to-date underperformance. While it may not be...
Debt ceiling crisis likely avoided, but US has other debt problems to deal with
While analysts see a negotiated deal as the most likely outcome, a compromise is still not guaranteed. The bigger concern, they say, stems from ballooning...
Long term demand for lithium can only go one way: Analysts
For the world to meet climate targets, the supply of battery-grade lithium will have to ramp up greatly, prompting expectations that the price will keep rising...
Everybody's calling a bigger correction - so where is it?
Money might not be free anymore but there's still plenty of it sloshing around in markets and the economy. When it runs out, the resulting upheaval (and higher...
The 'optical illusion' making the S&P 500 look so much healthier than it really is
There is a hidden bifurcation in the S&P 500 that retail investors may not be seeing, but it has private investment manager Neuberger Berman showing a degree...