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
- 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
- Will Arnost
- Ye Peng
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...
No quick turnaround on bank dividends
Investors hoping that the big banks will restore their dividends sooner rather than later are likely to be disappointed, as the earnings pressure on the...
Embracing Big Brother
Most of us have not experienced the current level of government and institutional direction of our lives. The impact on business is likely to be profound.
Stress testing supply chains
Our underlying companies in the Legg Mason Martin Currie Global Long Term Unconstrained Fund have shown resilience in terms of balance sheet strength and...
Purposeful engagement is more effective than shareholder activism
Shareholder activist groups are diverting company management's time and energy towards narrow environmental and social causes. We explore why active ownership...
Assessing the impact on Australian small caps
The COVID-19 global pandemic is unfolding quite differently to all other major market events seen through history. Governments globally are facing a delicate...
Not even normal for a crash
Stock markets have crashed, we can be confident of that. History suggests there is no quick recovery from crashes like these, which means lasting consequences...
A 10-point plan to avoid recession
The world economy is teetering on a knife edge: the Chinese and Indian economies were slowing even before the COVID-19 Coronavirus, and as Australia was...
Scrutiny will lead to improved outcomes
Over the last few weeks there has been a heightened level of debate concerning Listed Investment Companies (LICs) and Listed Investment Trusts (LITs). As...
We need to modernise how we measure national wealth
I recently tried an experiment. I changed several light bulbs, and since one required a little rewiring, I sent my wife (also known as the majority...
Limiting cash payments to $10,000 is more dangerous than you might think
We are used to being able to pay for things with legal tender. Other than in special circumstances, refusing to accept cash can have legal consequences.
The robbery of the century
It has been called "the robbery of the century". Martin Shields and Nicholas Diable, two British investment bankers, are on trial in Germany for helping...