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
Central banks wield weapon of choice in the inflation battle
The use of interest rates by the RBA and other central banks as a means to tackle inflation is a critical economic mechanism, writes adviser David Simon. The...
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...
So who has more advisers per capita, the US or Australia?
The barriers to enter the advice profession differ significantly between the two nations, as do the regulatory parameters. Despite the differences, the US and...
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...