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
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’....
Netwealth invests in tech to reassert dominance
Netwealth (ASX: NWL) – The leading platform provider delivered a FY21 net profit of $54.1 million, which was up 24 per cent, but below the...
See how GREEN your portfolio is while comparing it to sector averages
Evergreen Consultants has launched its proprietary Responsible Investing Grade Index (ERIG Index), which rates leading fund managers on the seven broadly...
Perpetual plots world domination
A slew of acquisitions has made homegrown investment manager Perpetual (ASX: PPT) a truly global business. CEO Rob Adams says there’s plenty more to...
Pandemic exposes folly of macro
It has been a difficult few years, or perhaps decades, for forecasters of all kinds. Whether it was election polling that failed to predict both Trump’s...
Sustainable funds boom surges to another record
Flows into ESG-focused managed funds hit a record $2.9 billion during the June quarter, as total assets in that group jumped 66 per cent for the full 12...
Singularity: where innovation meets sustainability
In the beginning, was the word and the word was ‘ethical’. Now we have lots of words: ‘responsible’, ‘sustainable’,...
Are you pricing water risk?
Devastating floods, unseasonal hurricanes, excessive droughts, megafires, and more demonstrate how extreme water risk is global now. From an investor’s...
Separating good stock picking from momentum
Hindsight is a wonderful thing. Looking back at the events of the last 18 months, it becomes abundantly clear what actions both investment advisers and fund...
The end is nigh as inflation rises to 3.8%
Australia’s inflation rate was released yesterday, hitting 3.8% over the year to June, from 1.1% for the twelve months to March. Looking at media...
Risk-adjusted equity returns critical: Evergreen Ratings
Evergreen Ratings recently awarded the Alceon High Conviction Absolute Return Fund a “Commended” rating for its “tried and tested processes,...