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 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...
Does monetary policy work any more?
In its latest quarterly statement on monetary policy, the Reserve Bank of Australia declared its preparedness to "ease monetary policy further if needed".
Six positive catalysts that could surprise investors
Over the last year, 10-year German Bund yields have gradually declined. Investor sentiment deteriorated over the course of this period as the US-China trade...
The rise and fall and rise again of businesses serving more than just their shareholders
What's the purpose of a business? For a long time, the textbook answer to that question has been purely "to make as much money as possible for its...
Markets may be expecting too much of central banks
The third quarter capped the best year-to-date return for the Bloomberg Barclays US Aggregate Bond Index since the first nine months of 2002. Although bond...
Failing to pass on the full rate cut needn't mean banks are profiteering
The unwillingness of the major (and other) banks to immediately cut their headline mortgage rates by as much as the Reserve Bank cuts its cash rate always...
In Australia, inequality is almost all about housing
Compared with the rest of the world, income inequality is not particularly high in Australia, nor is it getting much worse. The real problem is housing...
Talk about an index fund bubble is very passive-aggressive
If you've seen the movie The Big Short you will remember Christian Bale's quirky character Michael Burry - the manager of the Scion Capital hedge fund who...
Why now is the right time for value
The past two years have seen poor performance for value style indices and typical value managers globally, and stronger performance for momentum, growth and...
The end of shareholder capitalism
Capitalism's days may be numbered - at least judging by recent polls. A majority of millennials reject the economic system, while 55 per cent of women aged 18...