In Focus
Deep analysis and considered perspective on the issues shaping Australian financial advice and institutional investment.
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The inside running for Zenith's fund awards
Insiders at the Zenith Investment Partners annual awards know that you can improve your chances of guessing the winner of the major Fund Manager of the Year...
The growth paradox and three key themes
With reporting season over, one would assume markets would have been under strain amid the disruption and pandemic forced restrictions. On the contrary, equity...
Responsible AUM grows 30 per cent, leaving market behind
As covered in Ishan Dan’s article here, the Responsible Investment Association of Australia (RIAA)recently released their Benchmark Report for 2021. It...
Fighting the bull
The environment has seemingly never been better for investors. After an incredible collapse in 2020 sharemarkets have staged a remarkable comeback, with the...
Getting too close to the fire
Sharemarkets, excluding dividends, are now as much as 70 per cent higher than their March 2020 bottoms. Overseas the recovery has been even stronger, with the...
China crackdown is India's gain
When talking about emerging markets, one thing naturally comes to mind: China. China is by far the largest EM economy; in fact it’s the second...
Bank's market dominance facing existential challenge
Just what is China doing by limiting all kinds of activity and corporations? Many see this an authoritarian regime imposing restraint on its citizens. Yet this...
Iron ore - just the beginning, or beginning of the end?
“Iron ore remains a commodity that polarises the market” according to Ausbil’s local investment team. Among the stable of strategies is the...
In a world flush with debt, look to Japan says Schroders
After being a dirty word for close to a decade, ‘value’ investing has been back in vogue, for a few months at least anyway. Spurred on by the...
Is it time to start investing in UK?
Over the past 20 years, UK corporate earnings growth has been up and down, but largely in an overall decline. This gloomy picture has stuck around....
Hidden ESG risks in popular stocks and funds
As investors put more and more money into ESG-focused products, so too are they getting more sophisticated in their selection – in both what they are...
Top of the pops
The global outlook has turned murky once again. From going into recovery mode out of lockdown, economies around the world are on alert given the high...
Value factor vs. traditional valuations
Value investing, for all its history as a robust investment strategy, has been one of the worst-performing ways to invest money over the last few years. Fair...
Warning - This is not a bubble
The easiest call to make in 2021 is that the market is overvalued, or for those preferring hyperbole, suggest that everything is in a ‘bubble’....