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
- 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
‘Higher volatility, higher complexity’: How investors can surf the next wave
During the Great Moderation, the mantra was “be long and don’t touch”. But with a wave of transformation sweeping through markets, BlackRock thinks...
'Vehicle preference' and distribution shifts changing the game for asset managers
Even established asset managers are under threat from the violent shift towards low-cost investment vehicles, while allocator preference for platform...
Why bother with active management? Because dislocated markets can't last forever
Markets are expensive, driven by powerful forces which want to turn a 40-year bull market into the first ever 50-year one. That trend is not one to embrace,...
Higher-for-longer no longer, but that doesn't mean lower-for-longer is in play
Why Powell went for a double-dip on the guide rate at the world's most important reserve bank, sans the presence of a significant economic event that would...
The energy transition path isn't linear, but engagement is the best compass: Pzena
The mainstream energy transition narrative has evolved in light of recent social, political and economic shifts, Pzena says. as the manager takes a deep dive...
Future Fund prognostication failure reminds us that markets don't care what you think
Australia's sovereign wealth fund's prediction of a tough year for investors didn't come to pass, but they're not the only well-resourced manager that missed...
Ausbil charts a ‘materially different’ investment environment
The environment we’re heading into is one where economies will have more redundancies built into them so they can withstand exogenous geopolitical shocks,...
Volatility 'warning shot' not putting investors off... for now
The sharp fall in markets in August was a sign of things to come, according to Ruffer, but one that investors haven’t heeded, with positioning and sentiment...
Guide, guru, gladiator: The different roles of a financial adviser in 2024
From behavioural coaching to asset allocation and emotional support, the evolving role an adviser plays sees them take on a raft of heroic guises. The value of...
What’s really behind the ASX’s ‘unbelievable’ small cap anomaly
Australian small cap managers are some of the most successful active managers in the world – and charge like it. But their apparently anomalous outcomes...
The advantage of running a high conviction global fund out of Australia
Being caught up in a constant thrum of market activity might be advantageous for some investment teams, Desmond explained, but isn't necessarily for those with...
When it comes to valuation, ‘a lot of people don’t know what they’re doing’: Avari
Proper valuations are crucial to the transparency and stability of the private credit market, but the valuations that investors rely on are often just a story...
Ironbark's Royal London fiasco puts advisers in uncomfortable portfolio position
For those who have recommended the Royal London's Core Fund, especially, the incongruous management switch means they have to explain to clients why it will...
How Pzena is ‘picking up gems’ from the China wreckage
Valuations are so high in India that people need to have “completely given up hope” before Pzena wades in and makes an investment. It’s shopping in China...