In Focus
Deep analysis and considered perspective on the issues shaping Australian financial advice and institutional investment.
- Abbey Minogue
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- Orbis
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- Pzena Investment Management
- Richie Parsons
- Rob Perrone, Eric Marais & Shane Woldendorp
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Physical climate risk moves from ESG debate to enterprise value risk
Physical climate risk is no longer just a sustainability discussion. For advisers, it is becoming a question of asset values, earnings resilience and portfolio...
Private credit needs less noise, more underwriting
Barings’ Bryan High says private credit still looks compelling, but only for lenders willing to miss deals, ignore hype and stay conservative.
The clock is ticking: why markets cannot afford to shrug off the Strait of Hormuz
Franklin Templeton's Stephen Dover says equity markets have shrugged off the oil shock with surprising composure, but warns that sustained stability requires...
The AI that matters most may not be artificial
Technology is changing everything about how advice is delivered. It may also be about to reveal who was worth trusting all along.
Why deep value could be the surprise winner in 2026
'Deep value' is back in focus and the arithmetic of paying less while expectations are low has rarely looked more compelling.
Markets brace for life after easy globalisation
According to Ninety One Investment Institute director Sahil Mahtani, a world once defined by cheap commodities, stable trade and predictable markets is giving...
Fuel scarcity sparks market rethink, says Datt Capital CIO
Fuel scarcity is reshaping energy markets, and Emanuel Datt of Datt Capital warns it will drive inflation and force a major policy rethink.
Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Mean reversion: powerful until the regime shifts
Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...
Finding value when momentum runs hot
As AI enthusiasm and speculative behaviour reshape equity markets, John Goetz and Dan Babkes from Pzena Investment Management say advisers should look beyond...
Your brain on red: why the wealth management industry’s crisis playbook is making things worse
The wealth management industry believes market panic is an education problem. In reality, it’s a biology problem.
Advice with heart — and steel under the glitter
To Dawn Thomas, advice isn’t a product, it’s a relationship, a living thing. She says the right clients “energise” her, that she is driven by service,...
Convictions in the era of controlled disorder
With structural changes across geopolitics and trade, portfolios should reflect this new era of controlled disorder. Amundi's convictions on risk, correlations...
From uncertainty to control: How Japan’s election reshapes risk
Perhaps the landslide victory for Japan's Liberal Democratic Party (LDP) will move the nation from being a tactical trade to a core strategic allocation.