The outlook for AI investments in 2024

artificial-intelligence/technology/

| By Rhea Nath |

With artificial intelligence garnering significant investor interest and inflows over the last year, fund managers are bracing for the many opportunities and risks stemming from these investments.

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artificial intelligence

technology

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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US recession and Trump presidency forecasts on investors’ minds

US-economy/Global-X-ETFs/American-Century/recession/Donald-Trump/

| By Jasmine Siljic |

Funds management

According to two investment professionals, investors are bracing for a US recession in 2024’s first quarter, alongside a potential Trump presidency by November, as likely outcomes in the coming year.

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AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Money Management’s top 10 stories of 2023

financial-advice/funds-management/quality-of-advice-review/ASIC/super-funds/mergers-and-acquisitions/

| By Jasmine Siljic |

People & Products

As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms.

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financial advice

funds management

quality of advice review

ASIC

super funds

mergers and acquisitions

AUTHOR

Jasmine Siljic

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RBA activity prompts T. Rowe Price to take Aussie bond overweight

T-Rowe-Price/bonds/

| By Laura Dew |

Funds management

T. Rowe Price is beginning 2024 with an overweight to Australian bonds as it believes the Reserve Bank is lagging other markets when it comes to easing monetary policy.

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T Rowe Price

bonds

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Micro-AFSL trend to continue in 2024: Wealth Data

Wealth-Data/self-licensed/licensees/

| By Jasmine Siljic |

Financial planning

The financial advice profession can expect to see more advisers forming their own practice instead of sticking with major licensees in 2024, leading to greater industry competition, says Wealth Data’s Colin Williams.

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Wealth Data

self-licensed

licensees

AUTHOR

Jasmine Siljic

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Which firm took the crown for adviser growth in 2023?

Wealth-Data/amp/insignia-financial/insignia/Sequoia/adviser-numbers/

| By Jasmine Siljic |

Financial planning

Wealth Data has revealed the top 10 financial advice licensees for adviser growth and losses in the last year, even as the industry rounds out at 15,667 advisers for 2023.

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AUTHOR

Jasmine Siljic

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Strong ASX performance prompts flight to Aussie ETFs

selfwealth/exchange-traded-funds/ETFs/

| By Laura Dew |

Funds management

Five Australian equity ETFs are among the most traded by investors during November as the ETF landscape reaches $170 billion.

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selfwealth

exchange traded funds

ETFs

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Regal Partners completes PM Capital acquisition

Regal-Partners-Limited/PM-Capital/mergers-and-acquisitions/

| By Jasmine Siljic |

Funds management

The alternatives investment manager has reached completion in its acquisition of PM Capital announced last month, bringing Regal Partners’ combined FUM to $10.8 billion.

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Regal Partners Limited

PM Capital

mergers and acquisitions

AUTHOR

Jasmine Siljic

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Has the UK been successful with digital advice?

iress/digital-advice/United-Kingdom/

| By Laura Dew |

Features

A decade on from the UK’s Retail Distribution Review, the country still faces a shortage of financial advisers and digital advice has not necessarily provided the solution, according to Iress’ managing director for wealth.

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iress

digital advice

United Kingdom

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Stage set for ‘unloved’ markets in 2024

vanguard/Schroders/Templeton/BetaShares/emerging-markets/

| By Rhea Nath |

Funds management

According to these fund managers, emerging markets and global markets ex-US, which have delivered historically underwhelming returns, could offer the next pockets of opportunities in the year ahead.

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The outlook for AI investments in 2024

AUTHOR

Rhea Nath

Rhea 's social profiles:

US recession and Trump presidency forecasts on investors’ minds

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Money Management’s top 10 stories of 2023

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

RBA activity prompts T. Rowe Price to take Aussie bond overweight

AUTHOR

Laura Dew

Laura 's social profiles:

Micro-AFSL trend to continue in 2024: Wealth Data

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Which firm took the crown for adviser growth in 2023?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Strong ASX performance prompts flight to Aussie ETFs

AUTHOR

Laura Dew

Laura 's social profiles:

Regal Partners completes PM Capital acquisition

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Has the UK been successful with digital advice?

AUTHOR

Laura Dew

Laura 's social profiles:

Stage set for ‘unloved’ markets in 2024

AUTHOR

Rhea Nath

Rhea 's social profiles:

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