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
Perennial proves a point with Better Future
If investors ever had any concerns about whether the Perennial ‘Better Future’ strategy was giving up any potential returns through its ESG...
Staving of 'inflacency' and what it means for markets
Markets were caught off-guard this week by news that the Federal Reserve had become more hawkish than expected. The issue that gained all the headlines was the...
'Rampant speculative activity' coming to an end - Bell AM
Inflation and rate rises are back on the table it seems, after this week’s US Federal Reserve Board meeting, Chairman Jerome Powell indicated that rate...
Career risk and paper plates
Even in ethical and responsible investing, ‘there will always be winners and there will always be losers, not everything is going to win’. They...
A new supercycle?
The huge movement in commodity prices in the past year cannot have escaped any investor’s attention. Should there be new allocations to commodities and...
Did the value recovery finish before it started?
Despite the recent renaissance of so-called ‘value’ investing, sustained underperformance has wiped out the longer-term gains traditionally...
Beware the losers among thematic fund winners
Thematically focussed funds have been the big winners in fund flows in the past three years, but most themes have turned out to be fads, new research shows....
Everyone is losing their mind over the wrong inflation signals
Everyone is losing their minds over inflation signals that don’t matter. It is hard to pick up a paper or piece of market commentary at the moment that...
Where this top performing small cap manager is looking now
2020 and much of 2021 have been fertile hunting grounds for smaller-company investors in Australia. So much so, that the last 12 months has seen an influx of...
Morningstar tips for 'late recovery' trades
The recovery from 2020’s “massive period of turbulence” hasn’t lifted all boats, and there are still plenty of bargains to be had, if...
"Nothing to see here" as inflation consensus builds
Inflation has dominated the headlines in May, with one higher-than-anticipated print in the US triggering a broad consensus that the Federal Reserve is wrong,...
Zenith boss warns on 'overwhelming' market consensus
Zenith CEO David Wright has warned that advisers are turning away from alternative assets at a time when they may become more important than ever. Speaking to...
Pessimism termites and super-crazies: Grantham warns on "bubbly markets"
Legendary investor Jeremy Grantham says that while markets are in what he’s called “one of the great bubbles of financial history,”...
Lessons from over a decade investing in Asia
“It’s like drinking from a firehose.” That’s the way Qiao Ma describes the experience of meeting with some of China’s, and...