In Focus
Deep analysis and considered perspective on the issues shaping Australian financial advice and institutional investment.
- Abbey Minogue
- Alex Lennard
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- Brad Tank
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- Cristina Lee
- David Chaplin
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- Giselle Roux
- Greg Bright
- Henry Maxey
- Hilary Frisch
- Ishan Dan
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- Jamie Nemtsas
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- Lachlan Buur-Jensen
- Lachlan Maddock
- Lauren French
- Laurence Parker-Brown
- Lisa Uhlman
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- 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
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- Tahn Sharpe
- The Inside Adviser
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- Will Arnost
- Ye Peng
Perennial goes long on ESG
Specialist equity manager Perennial Value Management last week announced the launch of a dedicated investment unit or ’boutique’ within their...
Can banks still be trusted for dividends in 2021?
May is shaping up to be one of the most important months for dividend-focused Australian investors, with bank reporting season beginning on May 3, with...
Investors getting bullish but a wall of money still on the sidelines
Similar to the Australian Investor’s Association in Australia, the AAII or American Association of Individual Investors, is a significant source of...
Data the greatest challenge to ESG
The Inside Network’s inaugural ESG Masterclass welcomed leading financial advisers and subject matter experts across the responsible and ESG investment...
The new age of investing
The world of investing has for a long time been viewed as a game most suited to older people, who have had the time to accumulate capital, or finance-oriented...
Carbon front of mind for ESG leaders
Following on from the Inside Network’s ESG Masterclass recently, specialist investment manager Martin Currie is fast becoming a climate change leader,...
Research Affiliates on 'the trade of the decade'
Factor manager Research Affiliates appears to be charging in where value managers are still nervous to tread, with a big call on the state of global markets...
Crisis, what crisis? Strong earnings for Aussie stocks
While it may be only short term, the Government’s stimulus measures over the past 12 months have helped Australia’s listed companies to their best...
Aussie investors more bullish on the future
Individual investors in Australia are increasingly optimistic about the future for their own portfolios and the world in general – significantly more so...
Alternative thoughts on the value conundrum
This is not another “now is the time for value” story. Really. Perhaps the unique nature of the market’s record run in growth over value has...
Top performing funds receive ratings upgrades
It was another busy week for Australia’s rating agencies, both on a corporate and operational level. On the one hand, Australia Ratings Group was...
What are High Conviction funds?
Often used to describe a particular type of investment style – for example, the High Conviction Equities Fund – “conviction” is all...
Are we talking about the wrong bubble?
“Am I worried about asset prices rising too quickly? At the moment, I don’t see anything that’s unsustainable”. “I recognise that...
Is inflation all it's cracked up to be?
According to experts, higher inflation would be the worst possible scenario for long-term or long-duration bond owners like Jamieson Coote, yet the team is...