ASSET ALLOCATION

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 ...

Funds management

Zenith Investment Partners’ Damien Hennessy describes why the firm is adding duration for bond allocations in its investment portfolios to manage possible economic condit...

Features

Advisers and platforms have a role to play in educating their clients with alternative investments, according to Praemium, as research finds alternative assets are set to...

Funds management

T. Rowe Price believes Australian growth is successfully managing to shrug off consumer weakness, but the firm’s multi-asset team is not yet positive enough to increase i...

Financial planning

With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advis...

Expert Analysis

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

Funds management

Schroders’ fixed income managers Adam Kibble and Kellie Wood have shared their views on Australia’s monetary policy path and whether term deposits should play a role in c...

Funds management

Amundi has detailed its current asset allocation in fixed income, including its weighting to Japan after the Bank of Japan made its first interest rate hike since 2016....

Funds management

“Even the best pilots can’t control turbulence”, believes Lonsec chief investment officer Nathan Lim, indicating a need for advisers to hold defensive assets in client po...

Funds management

Global fund managers are the most bullish they have been in more than two years, the latest Bank of America manager survey has shown....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 2 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 2 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 2 weeks ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

1 week 6 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

1 week ago

Platform HUB24 has taken a minority stake in an alternative investment company to design and offer a range of alternative products to financial advisers. ...

1 week 4 days ago