In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable wealth creation is ra...

Financial advisers have expressed concern about the impact including private market exposure is having on their tracking error budget, according to MSCI....

There have only been a “handful” of opportunities in the last 20 years when infrastructure has looked as cheap relative to equities as it does now, according to Lazard, m...

As the industry shifts from client-centric to consumer-centric portfolios, this personalisation is likely to align portfolios with investors’ goals, increasingly reflect...

With investors demonstrating a lack of private market understanding, an adviser has shared how his firm uses a tiered investment approach that varies based on his clients...

Three types of asset managers are well positioned for 2025, according to McKinsey, while another three are likely to face headwinds in the coming period as the needs of w...

Managing currency risk in an international portfolio can both reduce the volatility, as well as improve overall returns, but needs to be navigated carefully....

Private wealth manager Escala Partners has shared the difficult conversations that advisers need to have with their clients as strong sharemarkets prompt a portfolio reba...

As fixed income markets evolve, advisers are questioning how to deliver consistent income, manage downside risk, and diversify exposures, all while navigating an uncertai...

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 ...

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...

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 ...

Franklin Templeton has shared four rules for financial advisers when it comes to including alternative investments in client portfolios. ...

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...