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
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- Eleece Quilliam
- Emanuel Datt
- Ferdinand Cheuk
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- 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
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...
US disinflation to put the brakes on rate hikes, but debt ceiling concerns remain: Invesco
"I believe inflation is largely in the rear view mirror, and the Fed will not be hiking again," said Invesco's chief global market strategist Kristina Hooper....
A few bad apples, or is the whole financial orchard at risk?
The crippling doom loop between the banks and the real economy we saw in 2008 is unlikely to feature in the coming recession, says Ruffer's Jamie Dannhauser,...
Why the active opportunity set is 'richer than it has been in years' (and what to do about it)
Active management might be back in a big way but asset managers need to make sure they're getting what they pay for: skill, not luck. Figuring out manager...
The strategy of compromise: Australian Ethical eyes supermarket giants
Using Coles as a case study, Australian Ethical demonstrates how sustainability-minded money managers are dealing with the nuanced issues involved in...
SQM dives into equities ratings game with new five star model
The company has expanded its managed fund and property research offering to include an ASX top 200 listed companies ratings service for the Australian...
RBA pauses for now, but may follow Fed and 'push till it breaks': Atrium
The RBA will either take the road that equity markets are pricing in, and try to nail a smooth landing, or follow the road that bond markets anticipate and...
Whisper of tailwinds blowing as inflation soften: Neuberger Berman
While still high, inflation in developed economies is showing signs of slowing down according to New York-based investment management firm Neuberger Berman,...
Central banks face a no-win situation: Ruffer
They can either tighten policy to squash inflation or ease to prevent financial contagion, but there's no right answer for central banks according to Ruffer's...
'Hopefully, there isn't much more pain to come': AMP's Mousina focusses on big picture
AMP recently promoted senior economist Diana Mousina to a new role, deputy chief economist, in recognition of her achievements and succession path. Like other...
Australia's growth prospects darken as world enters 'perilous phase': IMF
With rising financial stability risk complicating the already uncertain outlook for global economies, the IMF warns a hard landing is becoming more likely,...
Don't fall in love during the 'slow, grinding bear' economy
The current economic cycle is too changeable to set any portfolio to autopilot, according to Mason Stevens' Jacqueline Fernley. Counterpoints to conviction are...