In Focus
Deep analysis and considered perspective on the issues shaping Australian financial advice and institutional investment.
- Abbey Minogue
- Alex Lennard
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- Cristina Lee
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- Giselle Roux
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- Hilary Frisch
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- Jamie Nemtsas
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- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren French
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- Mishan Dahia
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- Omar Khan
- Orbis
- Owen Raszkiewicz
- Penny Pryor
- Pzena Investment Management
- Richie Parsons
- Rob Perrone, Eric Marais & Shane Woldendorp
- Rob Prugue
- Sonali Desai
- Staff Writer
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- Tahn Sharpe
- The Inside Adviser
- Tim Kruger
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- Ye Peng
Reporting season is here and it's expected to be a mixed bag
With reporting season now upon us, it’s that time of year again when ASX-listed companies begin sending in their earnings results for the December...
January's volatility only a "light shower": Talaria
“Don’t ask yourself if it’s going to rain, ask yourself if you have an umbrella, in case it does,” says Hugh Selby-Smith, co-chief...
India Avenue beats all to deliver one of the highest returns for 2021
He is far from a household name in the Australian funds management industry – and definitely not one of the star stock-pickers often profiled in the...
The burden of outperformance
January fund manager returns are beginning to creep in, and it doesn’t look pretty. The Nasdaq finished as much as 9 per cent lower, with the S&P500...
High-conviction strategies and the role of risk management
US-based fund manager Loomis Sayles, founded in 1926, has delivered a respectable return for its clients for 2021, after it smashed the index both for the...
No shortage of triggers for the next stock market selloff
Speaking ahead of the Federal Reserve’s much anticipated announcement, Paul O’Connor, head of multi-asset at global manager Janus Henderson,...
'Air pockets' the risk as earnings season extends
If you only looked at the share prices of global equity managers GQG Partners (ASX:GQG) and Magellan Financial Group (ASX:MFG), you would be forgiven for...
Banking on the 'other side of the market' amid sell off
Platinum Asset Management’s latest quarterly update makes for difficult reading, with every fund excluding the Japan product underperforming the market...
Deep waves: the quiet undertow of intangible assets
Our definition of assets and their economic value has been changing over time. In the 20th century, machines, factories, and transportation were the assets on...
"Jury is still out" on China returning to economic leadership
Anyone shopping for basic goods or reading the papers in recent months has likely had more than enough of the “supply chain issues” that many...
Australian-first net-zero global equities fund launched
Well-known for its market leading, retiree-focused, franking-credit-driven Australian equity income funds, asset manager Plato Investment Management has gone...
Understanding the impact of switch from pandemic to endemic
The team at Loomis Sayles has released a research note advising investors to prepare for the transition from pandemic to endemic. Every time a new Covid...
Momentum trade sees market at 'extremes'
While all eyes remain focused squarely on whether inflation is “transitory” or not, “persistent” is the adjective that value manager...
Perennial Better Future Trust performance review
Perennial Partners’ sustainable small cap equities fund, the Perennial Better Future Trust, was up 2.4% net of fees in December, beating the S&P/ASX...