In Focus
Deep analysis and considered perspective on the issues shaping Australian financial advice and institutional investment.
- Abbey Minogue
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- Cristina Lee
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- Giselle Roux
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- Ishan Dan
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- Jamie Nemtsas
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- 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
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- The Inside Adviser
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- Ye Peng
Economic Update: What happened and what's next for the economy
The quarter saw an onslaught of record-breaking economic data, as Australia officially entered its first recession in nearly 30 years. The economy contracted a...
Looking past Qantas, to Aviation Green Shoot
If anyone was thinking that recovery from the Covid-19 economic downturn would be quick and perfectly V-shaped, Qantas certainly had news for them, with its...
Six reasons Telstra will lead markets post COVID-19
As a change of pace, I’ve taken a look at the outlook for Telstra both during and post COVID-19. The share price fell from a high of around $4.0 in...
Banking sector outlook worsens
The recent flow of banking industry data suggests that things will get worse before they get better, and investors may want to hit pause on any plans they have...
A change in script on emerging markets
A lot of us spend an inordinate amount of time reading through erudite commentators on anything related to markets. ‘Stay informed’ is a common...
Investors want more Kangaroos in the top paddock
One of the bugbears of the Australian capital market has been that the country has struggled to develop a meaningful corporate bond market: we’ve really...
Is big picture small beer?
Great debates on longer term economic trends and the impact on financial markets are often a go-to conversation with investors. Few call up to ask what is the...
JB Hi-Fi expects big profit jump in FY20
JB Hi-Fi (ASX: JBH) has given another update to the market. It’s expecting a big profit jump in FY20. About the company JB Hi-Fi is one of...
Pandemic calls forth another capital raising
It seems that every day another ASX listed company is announcing a capital raising with mixed results. Most recently, Vicinity Centres revealed a $1.4 billion...
Spread is your value factor
Low interest rates justify high equity PE’s, and that is particularly so for long duration, high growth equities. So goes the story. It’s worked in...
War vs. COVID-19
The scale of the human, social and economic costs wrought by COVID-19 has prompted some politicians to compare it with war. Although this might create some...
Getting back to normal with Franklin Templeton
Franklin Equity Group's John Remmert and Donald Huber share which trends they think are permanent and which are likely just a phase.
Are CBA shares worth $49?
Dividends from Commonwealth Bank of Australia (ASX: CBA) shares and the ‘Big Four’ have been put under the microscope. So far, CBA has held up the...
Examining Pushpay as a small cap holding
Pushpay (ASX: PPH) has just reported its 2020 financial year result. Is it the best small-cap to buy at this share price? What is Pushpay? It is a New...