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Expert Analysis
As fixed income markets evolve, advisers are questioning how to deliver consistent income, manage downside risk, and diversify exposures, all while navigating an uncertai...
Financial planning
Despite having less growth potential than other assets, financial advisers have said cash allocations are providing a sense of comfort for clients, allowing them to ride ...
Financial planning
While the last several months have seen increased market volatility, particularly in the US, advisers said there are multiple reasons why there has been an increase in de...
Financial planning
Despite the perception that short-term market events shouldn’t affect portfolio decisions, Praemium research finds 60 per cent of advisers have made portfolio changes in ...
Financial planning
Franklin Templeton has shared four rules for financial advisers when it comes to including alternative investments in client portfolios. ...
Funds management
Wealth managers are underestimating the client demand for alternatives, according to EY, and those who can integrate a full range into investment propositions stand to ga...
Financial planning
Two commentators have shared why the inclusion of alternatives in a diversified portfolio shouldn’t be a simple switch with a traditional asset and will depend heavily on...
Funds management
Global fund managers are the most overweight to US equities since August 2013 on the back of the election of Donald Trump as US president-elect, according to Bank of Amer...
Funds management
Mason Stevens has appointed a portfolio manager from AMP as its new head of asset allocation as David Macri departs after just over a year. ...
Funds management
T. Rowe Price has cut its exposure to Australian bonds as it believes the RBA’s next monetary policy move will lead to higher bond yields. ...
Funds management
BlackRock is opting to stay selective when it comes to its credit exposure because it believes spreads have tightened in light of strong demand....
Funds management
Demand for ETFs is only set to climb higher with over one-third of financial advisers planning to lift their ETF allocation in the next 12 months....
Funds management
The secular backdrop for the next five years invites advisers to reverse the typical 60/40 per cent equity and bond asset allocations in portfolios, according to PIMCO fi...
Funds management
Schroders portfolio manager and head of fixed income, Kellie Wood, has shared the asset allocation in the firm’s Fixed Income Fund as the RBA finds itself in a tricky sit...
Financial planning
The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education ...
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...