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
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’....
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...