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
- 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
The only prices that matter for investors
If you are an avid reader of the daily financial press, you could be forgiven for thinking that inflation is here to stay and that its time to stock-up on...
Climate change, COVID travel and the law of large numbers
Covid and COP26 may not seem like a natural pairing beyond their headlines and emotive reactions they induce. Yet there are long-term investment consequences...
Inaugural Impact report offers roadmap for greater adoption
Investment markets have a reputation for being ultra-competitive, with the concept of a zero-sum game meaning one investor’s loss is another’s...
Has the RBA lost credibility in the eyes of the market?
The RBA said it has little choice other than to scrap its yield curve control policy in targeting a 0.1 per cent yield on the April 2024 government bond. RBA...
Abrdn launches "black swan" strategy
UK-based global investment firm abrdn is looking to expand its footprint by launching its Global Risk Strategy fund to Australian investors. The company,...
Prepare for 'unfamiliar terrain' says PIMCO
“Investors should prepare to navigate unfamiliar terrain as the macro-economic landscape undergoes dramatic transformations over the secular...
Australian Ethical launches high-conviction strategy
Australia’s longest-standing responsible investment manager, Australian Ethical, has launched a new High-Conviction fund to complement its suite of...
TRINAAA and why it's time to focus on risk
TRINAAA: ‘There really is no alternative at all’. What began as TINA, or “there is no alternative,” has expanded into TRINAAA. The term...
'Act of faith' central to active management decision
An enduring question is whether one can identify a fund manager that can deliver outperformance relative to the index. Even before ETFs become the alternative,...
Evergreen upgrades Ellerston global mid cap strategy
The Ellerston Global Mid-Small-cap fund (Class A) has received a “commended” rating by research house Evergreen Ratings. This rating means...
Net-zero knowledge gap no barrier to investment
What do investors really want? This is the question asked by Ninety One, an Anglo-South African asset management firm in its latest Planetary Pulse survey. The...
Advice clients seeking growth, not "risk aversion"
Choose your words wisely Communication is one of the most important tools we have. It gives us the ability to exchange information with each other, it forms...
Inflation misdirection: why tapering won't stop the bull market
‘Inflation risk is real’. ‘Federal Reserve turns hawkish’. ‘Tapering to begin in November’. These were the headlines that...
Markets to grind 'lower and lower' amid paradigm shift
“We haven’t seen a secular bear market for nearly 40 years,” said Johnathan Ruffer, chairman of UK-based multi-asset manager Ruffer, in the...