August reporting season has profit margins and managing expectations in focus

An action-packed month of record dividends, soaring energy prices and rising inflation are all expected to be key trends this earnings season.

Ishan Dan | 10th Aug 2022 | More
The days of greenwashing are numbered as AI seeks out carbon emitters with accuracy

Acadian’s quant analyst has built an AI ‘green screen’ catcher to auto-filter ESG phoneys.

Ishan Dan | 10th Aug 2022 | More
Reporting season puts CBA and BHP in the spot light

See what the brokers say about Australia’s largest bank and mining entity this reporting season.

Ishan Dan | 10th Aug 2022 | More
ASIC levy review targets adviser ‘time-lag’ issue

The review will consider “the consequences of time lags between regulatory action and cost allocation”, the terms of reference states.

Tahn Sharpe | 10th Aug 2022 | More
‘Volatility provides opportunities for income investors: Franklin Templeton

Following two years of volatility, triggered by a global pandemic, supply-chain disruptions and the release of massive stimulus that followed, the financial system is in uncharted territory. Inflation is at highs not seen in four decades; bonds have fallen with equities, invalidating the traditional 60/40 portfolio; and, to add a spanner in the works, a…

Ishan Dan | 5th Aug 2022 | More
News
Sri Lanka in trouble under a mountain of debt and no-one to help

Sri Lanka is in trouble. A state of emergency has been called after chaos hit the streets of Colombo. Anti-government protestors stormed into Prime Minister Ranil Wickremesinghe’s office hours after he was named as acting president. In response, the Sri Lankan PM has advised the military to “do whatever is necessary” to restore order. Wickremesinghe…

Ishan Dan | 5th Aug 2022 | More
Infrastructure continues to lead the way as inflation surges

The Reserve Bank of Australia (RBA) board raised its official cash rate last week for a third consecutive month, by 50 basis points, from 1.35 per cent to 1.85 per cent, which was largely as expected. The key takeaway was that the RBA has adopted a dovish stance saying future hikes were “not on a…

Ishan Dan | 5th Aug 2022 | More
Everything you need to know about unlisted assets

Most readers will own unlisted assets via their superannuation fund. Here we provide an overview and break down the advantages and downfalls of investing in the asset class.

Lachlan Buur-Jensen | 5th Aug 2022 | More
Market selloff offering a“unique opportunity”

Hyperion cites pricing power, market share gains for confidence Hyperion has been one of the most successful home growth fund managers in Australia, with their growth-oriented portfolios delivering strong returns in the lead up to the pandemic, and then accelerating even further as the technology boom took off. Yet the beginning of 2022 has marked…

Drew Meredith | 3rd Aug 2022 | More
Opinion
Carbon credits, burgeoning asset class on the road to net zero

Following COP26, more and more companies are actively pledging to go carbon neutral by signing either the UN’s Climate Neutral Now pledge or the Net-Zero Carbon by 2040 pledge. These are promises made by a company to reduce or offset its carbon emissions and to report annually. And they’re some heavy hitters that have already…

Ishan Dan | 3rd Aug 2022 | More
Cannabis, solar, lithium trends remain in their infancy, investors best pay attention

A lot has happened in just these last two years. Despite the widespread damage caused by Covid-19, the crisis accelerated the pace of technological advancements along with our ability to adapt to the latest changes. A survey by McKinsey & Co found that Covid-19 sped up the adoption of digital technologies by several years. And…

Ishan Dan | 3rd Aug 2022 | More
Qualitas lands A$700 million investment mandate

One of Australia’s premier alternative real estate investment managers, Qualitas, has secured a A$700m mandate from a wholly owned subsidiary of Abu Dhabi Investment Authority (ADIA) to invest in Australian commercial real estate (CRE) private credit opportunities on behalf of a new investment vehicle. The Abu Dhabi Investment Authority (ADIA) is a sovereign wealth fund…

Ishan Dan | 3rd Aug 2022 | More
Is the US heading for a hard landing?

With annual inflation running at 9.1 per cent, a 41-year high, and a raft of Federal Reserve rate rises to follow, the risk of a hard landing for the US economy has risen sharply. A growing chorus of economists has given up hope that the Fed will be able to engineer a soft landing given…

Ishan Dan | 29th Jul 2022 | More
IN Discussion
INDepth with Damien Cronin from Alceon

Damien Cronin from Alceon goes in depth with Peter White from The Inside Network on ‘Private Real Estate Debt in Australia’. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.

The Inside Investor | 25th Feb 2022 | WatchPause
IN60 with Damien Cronin from Alceon

Damien Cronin from Alceon answers ‘quickfire’ questions with Peter White from The Inside Network. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.

The Inside Investor | 25th Feb 2022 | WatchPause
INSight#137 with Jess Renden from Cointree

Jess Renden from Cointree shares insights with James Dunn from The Inside Network on ‘Can you explain Cointree’s unique edge amid a surge in ETF investment opportunities?’ Visit Cointree’s website to find out more. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.

The Inside Investor | 29th Nov 2021 | WatchPause
INSight#136 with Jess Renden from Cointree

Jess Renden from Cointree shares insights with James Dunn from The Inside Network on ‘The regulatory of cryptocurrency is fast evolving, how does this affect the industry?’ Visit Cointree’s website to find out more. Simon Shields from Monash Investors goes IN60 with Peter White from The Inside Network.

The Inside Investor | 29th Nov 2021 | WatchPause
Podcasts
Datt fund: 3 yrs with 15%p ave returns
The Inside Investor | 25th Oct 2021
Angela Ashton – The Evergreen Responsible Investment Grading Index (ERIG Index)
The Inside Investor | 14th Sep 2021
Hayden Nicholson, Bell Potter Securities
The Inside Investor | 7th Jul 2021
IN Discussion with Chris Briant, Head of Parametric in Australia.
The Inside Investor | 10th May 2021
Leaders
Morningstar’s 15 Best ASX Share Ideas

Of the 200 companies that Morningstar analysts research on the ASX, 15 companies have made it onto the firm’s Best Stock Ideas for August. Industrials The long growth runway of Brambles (ASX: BXB), particularly in North America and Europe is under-appreciated by the market. The company is currently facing a combination of labour, transportation and…

Staff Writer | 5th Aug 2022 | More
High-growth funds lead the tech wreck after inflation ticks higher

In the 2020-21 financial year, global growth funds endured some of the worst conditions since the GFC, with almost 98 per cent of funds finishing the fiscal year deep in the red. It was an horrendous year for growth funds, especially those exposed to high-growth tech stocks, which were widely seen as overvalued at the…

Ishan Dan | 29th Jul 2022 | More
SMSFs
Funds rewarded by active management in a tough year

Super fund members have been “spared the worst,” while the outperformance of the top ten funds was generated by active management and chunky allocations to private markets. As one commentator noted, it will likely be looked back upon as the year that showed up the Barefoot Investor. The super funds that have significantly outperformed this…

Lachlan Maddock | 29th Jul 2022 | More
Balanced super fund returns in the red

The term “hold on for dear life” came to explain the events of 2020 and 2021, as did “buy the dip.” For those beginning investing for the first time, their experience couldn’t have been more positive. Every fall in the market was followed by another rally, and the prevailing view was that markets always go…

Drew Meredith | 8th Jul 2022 | More
Authors
490 Articles
Ishan a Senior Journalist covering the Inside Investor and Insider Adviser publications. Ishan has extensive experience across financial markets with roles spanning stockbroking, financial advice and platform administration. Ishan has written for well-known finance publications including Marcus Today, The Bull, MoneyandLife among others. Ishan’s varied experienced has given him sound expertise across the entire spectrum of finance and investing, with specific experience commenting on portfolio construction, direct shares and managed fund investing.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
636 Articles
Drew is Contributing Publisher of the Inside Investor and the Inside Adviser. Drew is an experienced financial adviser, as well as a regular contributor to the Unconventional Wisdom Journal, Money magazine, the Australian Financial Review and various other trade publications. Where Drew's comments constitute advice, it is general advice only (AFSL383169). They have not considered the readers personal or individual circumstances. Readers should seek professional advice before acting on any comments.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
31 Articles
Greg has worked in financial services-related media for more than 30 years. He is a former economics writer for the Sydney Morning Herald and assistant editor and business editor for the Australian Financial Review. Greg has founded many magazines, newsletters and conferences in the funds management industry. Titles he has launched include: Super Review, Investor Daily, IFA, Investor Weekly, Investor Supermarket, SMSF Magazine, the Blue Book, Investment Magazine, I&T News, Professional Planner, Top1000Funds.com, IO&C News, Investor Strategy News and New Investor.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
4 Articles
David Chaplin is publisher of Investment News NZ. David is a reputed financial services journalist with over 15 years’ experience covering the investment, superannuation and advice industries in both Australia and New Zealand. In addition to publishing the weekly editions of Investment News, David contributes to several publications on a freelance basis.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum