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
- Daniel Liptak
- 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
- Nicholas Way
- 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
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...
The names may change, but green heritage shines through
Stewart Investors is among the world’s leading ESG or responsible investment firms, yet a series of name and ownership changes have somewhat hidden this...
More questions than answers despite the macro consensus
Conversations on investment matters are wide-ranging. Many enjoy the ethereal world of big picture debates. Identifying these in the long run has been...
Global manager turns to proxies to influence change
US$429 billion* multi-asset manager Neuberger Berman is ramping up pressure on both sides of capital markets with its NB Votes campaign. The group, which was...
Is Team Australia tightening too fast?
When COVID-19 found its way to Australia the health advice was to mandate social distancing by closing businesses deemed non-essential and restricting...