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
- 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
Navigating geopolitics in an uncertain world
As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in...
Aggressive Fed increases risk of policy error: Clearbridge
As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in...
Fires, floods, pandemic, war - what comes next?
In a recent blog post, Joseph Koh, portfolio manager of the Schroder's Australian Equities Long-Short strategy, compared the current market environment to the...
Which ASX sectors will succumb to inflation?
According to Morningstar, an Australian recession is possible but highly unlikely. It thinks the Australian economy is "in great shape," with low unemployment...
Investing beyond the pandemic
"Recession? Who knows? We're not bearish, especially with our value style of investing. It's bit of war like scenario. After the war's over, we get inflation...
Headwinds and tailwinds - beneficiaries of new EM landscape
Recent market events have shaken us all and, although the long-term investment outlook for emerging market equities remains positive, we thought it pertinent...
Hit to banks to come from higher rates
Following the Reserve Bank of Australia's decision to increase the cash rate by 50 basis point this month, the big banks have quickly raised interest rates on...
Rate hike 'changes the journey not the destination'
The Reserve Bank's decision to hike interest rates by more than 50 basis points, double that predicted by the majority of economists "changes the journey, not...
Why China is ahead in the cycle
China is a little ahead of the US in the current re-pricing of global equities. That, coupled with western geopolitical concerns, has presented a new round of...
A transformational alternative future for AGL
Leading responsible investment manager, Australian Ethical, this week highlighted the unique challenges facing investors in a response to the events at AGL...
Twelve Ukraine-driven disruptions that are set to change the world
The Russia-Ukraine war has seemingly moved from the headlines in most of the developed world, with most attention now being paid to the challenge of a jump in...
Banking sector remains strong, but crypto, housing challenge grows: APRA
The chair of the Australian Prudential Regulation Authority (APRA), Wayne Byres, spoke at the recent AFR Banking Summit on the current state of the Australian...
EV, media and cyclical tech among Capital's top tilts
Investment director at Capital Group, Matt Reynolds, outlines four uncertainties that are influencing equities markets at the moment.
'Hold your view lightly': GQG on Russia, ESG
Everybody wants certainty, but it's the one thing in short supply in markets today.