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ASSET ALLOCATION
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....
Funds management
JPMAM has identified five key sources of diversification to complement traditional 60/40 stock-bond allocations and combat the impacts of macroeconomic shocks....
Funds management
Two Schroders investment executives have emphasised the value of active management amid a volatile backdrop, citing the ability to move between asset classes as key to at...
Funds management
A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....
Funds management
T. Rowe Price remains neutral on Australia in its multi-asset portfolios as it believes there are still risks to its earnings outlook and further rate increases from the ...
Funds management
Money Management is pleased to launch a new white paper focused on portfolio construction with exclusive commentary from seven asset managers....
Funds management
With the belief that markets are oscillating between fragility and resilience, the investment manager has outlined three themes it expects to see in the third quarter of ...
Funds management
Amid market volatility, wealth managers have been prioritising portfolio mix resilience for their high-net-worth clients to fortify long-term value over quick returns, ac...
Funds management
Despite the early-year rebound in the equities market and expectations of an easing in monetary policy conditions, equities and long-term bonds remain out of favour with ...
Funds management
J.P. Morgan Asset Management is “warming up” to going back to equities after holding an underweight position and would strengthen this position if there is a signal infla...
Funds management
The speed and aggressiveness of central bank hikes is concerning State Street Global Advisors as it believes the world is on the brink of overtightening and 2023 will con...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...