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
- Daniel Liptak
- 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
- Nicholas Way
- 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
Why Blackrock is bullish on China
Listening to a podcast this week, it was eye-opening to hear an alternate view to the current simplistic views being espoused about markets being...
Chip shortage to extend into 2024: Gavekal
Gavekal Asia’s research analyst Vincent Tsui released a report titled, ‘The never-ending chip shortage’ which talks about the grim reality...
Lonsec upgrades global credit strategy
The US$4331 billion ($593 billion) global manager Neuberger Berman recently saw its diversified fixed income fund upgraded by Lonsec. Widely known for its...
Australian Ethical broadens mandate
Australian Ethical, one of the leaders in ethical superannuation and investments both domestically and around the world this week flagged a change to their...
September curse strikes, correction talk grows
September has historically been a bad month for markets, and it could be about to get worse. But then again, talk is cheap. Everybody in equity markets knows...
Ox Capital launch emerging markets fund
Ox Capital has officially launched its ‘Dynamic Emerging Markets Fund’ in September 2021. In association with Challenger-owned Fidante Partners, Dr...
Ignore China at your peril
Global investment manager Capital Group has a long history dealing in emerging markets, having covered the sector since the early 1990s. Since then, emerging...
ESG - investing for impact is more art than science
ESG is now a required mantra. The most unusual funds claim this status even if they include gambling, governance recalcitrant or those with socially...
Valuing the bleeding edge
With all this talk of disruptors, it’s hard to figure out what any of them are actually worth. Less, is the prevailing wisdom. You won’t find many...
Looking beyond a rising market
Many investors have benefited from surging asset prices over the past 12 months, but the question they should ask is whether the rising tide has lifted all...
Downgrades dominate post reporting season
T. Rowe Price ‘s head of Australian equities, Randal Jenneke, provided investors with his insights and market outlook as restrictions look to ease over...
Why you shouldn't sweat China (much)
China’s ongoing regulatory crackdown has investors running scared. But China still wants to be a global player – and its most successful companies...
China's credit crunch
Many concepts in science illustrate the incapacity of the natural world to control everything. Once you introduce or determine an aspect, others fold-in or...
The devil is in the detail
BHP has been the most talked-about company in recent weeks, for both good and bad reasons. Investors had first to digest the massive merger deal with Woodside...