Dot dismissal: Scenario analysis in a regime-changing worldBY DALEEP SINGH, GUILLERMO FELICES | THURSDAY, 30 JUL 2026 3:18PM Investors hardly need reminding that macro shocks, both positive and negative, are hitting the global economy with growing frequency and force.
 A new approach to value investingValue investing is implemented in myriad ways that generate materially different investment outcomes.  Belief fundamental to economic successChief investment officer of South Australia's Statewide Super Con Michalakis recently released his third quarter investment review.  Emerging market debtEmerging markets offer strong income and total return opportunities, increasingly difficult to find in developed markets.  In search of a free lunchNobel Prize winner Harry Markowitz is widely credited with claiming diversification offers "the only free lunch in investing". The founder of Modern Portfolio ...  Let's take the heat out of heatmapsIt's fair to say that a number of our superannuation funds are looking forward to APRA's media release on 'heat map' ratings for super funds in the same ...  Oh to be a super fund trusteeSuper funds are run by trustees. They are the fiduciaries, they are who the regulators come for when something goes wrong.  50 shades of orangeLike many people in the industry, when first seeing APRA's heat map I thought that someone at APRA had figured out how to use conditional formatting ...  Growing sophistication in approach to currency managementFor Australian superannuation funds, the quest for greater diversification has seen an increase in the proportion of assets invested internationally ...  Driving the climate conversation between investors and companiesAccording to the Responsible Investment Association of Australia (RIAA)1, responsible investing is reaching a tipping point, driven by rising consumer ...  Old at heart: The new financial priorityThe financial crisis was associated with mounting household debt around the world. Between 2008 and 2016, the median debt-to-GDP ratio in advanced economies ... |
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Leading the way
SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.
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Dot dismissal: Scenario analysis in a regime-changing world
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