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
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,...
Who will repay the debt?
Despite a brief moment in the sun during the depths of the pandemic, Modern Monetary Theory or MMT, somewhat disappointingly remains on the fringes of economic...
All eyes on China - bond defaults in focus
Growing concerns on China’s corporate bond market defaults have investors worried that it could manifest into something bigger. Bond defaults have been...
Australian 'attention bias' obscuring EM opportunities
Over the past month, Australians have been reminded that the COVID-19 pandemic is still keeping the country in check. Like many other countries around the...
Claremont expands high-conviction equity offering
Claremont Global founder Bob Desmond may well have one of the most interesting CVs among Australia’s leading portfolio managers. Born in Zimbabwe, he cut...
Why advisers are deserting Platinum
Comment by Jamie Nemtsas I have been an adviser for 25 years and, apart from a quick dalliance with AMP as a graduate, I have worked at or owned a...
Clouded outlooks merit cautious approach: Platinum
Platinum Asset Management delivered its latest quarterly report last week, which was largely a mixed bag of results. Five of the eight funds beat their...
Are you reframing the future of asset management or is it reframing you?
Ernst and Young (EY) has released a research publication titled the “Future of asset management.” As the title suggests, a transformation in the...
Asian Equities on the right side of disruption
Covid-19 continues to wreak havoc in some parts of Asia, resulting in humanitarian losses that will potentially have a deep and lasting impact on societal...
China's Communist Party turns 100: So what?
“Single-party rule can bring economic success. Communism cannot,” suggests Matt Gertken, vice-president of geopolitical strategy at BCA Research....
Getting real on rates
Inflation has been among the most popular terms across news headlines, research reports and economic forecasts. Whilst the loudest voices tend to dominate in...
Markets grow "irrationally enthusiastic" for ESG
Markets are experiencing a “manic moment” around ESG investments and less exuberance now might not be “a bad thing in the longer run”,...