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
Japan’s second act: Masa Takeda on compounding through reform
After three decades of relative isolation, Japan is finally back in town as an equity market, as a sustained campaign on corporate governance starts to bear...
Forty years of fundamentals: Ram Rasaratnam on the evolution of quant investing
In an era captivated by narratives and noise, systematic investing, grounded in fundamental analysis, can achieve enduring success.
Don’t react to year-end seasonal volatility, but don't tune-out, either
The summer break is not a time to take your eye off your portfolio, but your approach should be one of review, recalibration and readjustment if necessary.
World in motion: AI, tariffs and the indeterminate future of capital
Bentham CIO Richard Quin dissects how tariff shocks, data-starved policy and AI euphoria are colliding to reshape rates, credit and risk, and explains why a...
Strategic realignment and innovation: Investing in China toward 2030
As the world contends with a new era of geopolitical recalibration and economic divergence, China’s evolving strategic posture presents both an opportunity...
The real winners of the AI revolution are hiding in plain sight
Don't miss the most compelling story in the AI world. A hint: it might not be front-and-centre in the headlines or the stratospheric share price rises.
Asia’s infrastructure opportunity: Defensive, diversified and decisively long-term
Asian infrastructure should not be approached as a macro bet on Asia; instead, Tribeca thinks of it as a mosaic of local insights applied with global...
Asia’s next chapter: How advisers should position capital for structural shifts
Understanding how to 'play' Asia revolves around grasping the continent's social and structural undercurrents, Fidelity's Peiqian Liu told The Inside Network's...
Betting on structural decline: System Capital's edge in a fragmented market
At the heart of System Capital's long-short strategy is companies' structural position as their industries change. The manager believes structural strength is...
The future of advice: Adviser Insights with Scott Carmichael from Escala
How will the advice industry promote best practice with the great intergenerational wealth transfer? Scott Carmichael, partner at Escala, offers his insights...
Global easing deepens as stimulus, not stability, drives the market rally
A wave of global easing masks fragile economic growth beneath the surface. A late-cycle melt-up could ensue, but its foundations would be similarly shaky.
‘Golden era’ of equity investing ending, warns Talaria boss
Investors are sleepwalking into concentration risk due to over-exposure to a single counter-party, sector or geographic region, as well as hugging the indexes...
You can bet on mean reversion — it's undefeated
Why long-term capital preservation matters more than chasing the party.
Mid-caps in the spotlight: The case for a market sweet spot
The ASX mid-cap space might be an “alpha hotspot,” but getting to grips with stock-level attributes remains the key to capturing the opportunity.