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
Australia's recent unemployment figures are hiding something a lot worse
The figures show quite a confusing picture. According to the data, an unemployment rate of 7.4 per cent is the worst rate Australia has seen since November...
6 stocks that benefit from a US-led conflict in the South China Sea
The South China Sea conflict has largely been a case of 'failure to act' whilst the law of the sea has been flouted. China continues to exert military control...
Latin American E-Commerce Giant Worth a Long Look
While more and more Australian investors get comfortable with investing overseas, it's fair to assume that Latin America is not on most people's map of the...
Slush funds
Liquidity is said to be the driver of this cycle. No hiding here as central banks provide largesse without restraint, while governments fret about re-election...
Economic Outlook: Part 2
Despite being the secondary epicentre of COVID-19 the European experiment may be turning the corner, with unprecedented events finally delivering consensus on...
6 Pearls of Wisdom From June
What a month, with markets rallying again, capping off the strongest quarter for the ASX in more than 20 years. The technology-focused Nasdaq reached all-time...
6 benchmark busters; AU vs. US
It has been one volatile year to say the least. Both the Australian and US markets traded in volatile conditions with many asset classes and more importantly...
On Values and Value, Sendle Delivers for Federation
When brand-new boutique investment house Federation Asset Management was introduced to "virtual" parcel delivery service Sendle, in 2018, it was a meeting of...
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...