ASSET ALLOCATION
Financial planning
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...
Funds management
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...
Expert Analysis
Managing currency risk in an international portfolio can both reduce the volatility, as well as improve overall returns, but needs to be navigated carefully....
Financial planning
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...
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....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...