Features

‘No big wins’ for advice sector in 2024 budget

The FSC and FAAA have pinpointed the small wins and losses in Treasurer Jim Chalmers’ third budget, noting that successfully achieving change can be a "hard grind" for th...

Editorial

Relative Return: What can we learn from behavioural finance?

In this episode of Relative Return, host Laura Dew speaks with Steve Johnson, founder and CIO at Forager Funds Management, about the impact of human psychology on investi...

Editorial

Relative Return: Interest reignites in cash as an asset class

In this episode of Relative Return, host Laura Dew speaks with Daniel Bower, chief product officer at FinClear, and Bill Keogh, chief executive of Transact1 (a FinClear s...

Editorial

Relative Return: Government oversight critique: Taylor’s views on QAR, industry super and economic intervention

In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, th...

Features

Is now time to switch clients from cash to bonds?

Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds. ...

Expert Analysis

The reasons to allocate to gold in portfolios

There are multiple reasons for advisers to consider an allocation to gold when building client portfolios beyond its diversification purposes, writes Jean-Baptiste Bertho...

Editorial

Relative Return: Remaining humble in asset management

In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio manager at Ophir Asset Management, about why he loves workin...

Features

‘Not like Wall Street’: Younger managers navigate first hiking cycle

After years of low rates, three younger fixed income specialists have shared how they navigated “one of the toughest environments for investment decision-making” in the f...

Editorial

Relative Return: Building the foundations of a new asset manager

In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about sett...

Editorial

Relative Return: Supporting the financial services ecosystem

In this special episode of Relative Return, Momentum Media’s Phil Tarrant and Jordan Coleman discuss the publishing house’s expansion into greater coverage of the wealth ...

Editorial

Relative Return: Solving the super technology problem

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Riley James, founder and chief executive of fintech SuperAPI, about creating a superannuation ...

Editorial

The Manager Mix – Fixed Income: Anthony Kirkham of Western Asset

In this new episode of The Manager Mix, host Laura Dew speaks to Anthony Kirkham, head of Asia-Pacific investment management at Western Asset to delve into everything fix...