ASSET ALLOCATION
Funds management
State Street Corporation and the International Forum of Sovereign Wealth Funds have released a report detailing the shift away from risky assets by large institutional in...
Expert Analysis
While markets are tense and volatile, writes Kerry Craig, the one thing the last few months has made clear is that alternative assets are an essential part of any asset a...
Financial planning
Investors are likely to need guidance from an adviser on balancing risks if they want to achieve a desired 13% annual return in post COVID-19 markets, according to Natixi...
Funds management
The post-pandemic recovery in equities globally was uneven, both at the sector level and individual company level, according to First Sentier Investors....
Funds management
T. Rowe Price is “leaning into weakness” created by the COVID-19 pandemic by adding exposure to high yield bonds and equities....
Funds management
Diversifying strategies are paying off for many investors, however more than a third of investors using investment grade credit and 40% of hedge fund investors are “not s...
Financial planning
Financial planners move from being investment pickers towards asset allocators, according to a report by Investment Trends....
Financial planning
New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...
People & Products
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
People & Products
Capital group Australia has appointed Matthew Reynolds as its new investment director, Australia....
Funds management
Schroders’ Real Return Fund, which was launched in the middle of the Global Financial Crisis, has reached a 10-year milestone....
Superannuation
Asset allocation by SMSFs across fiscal 2018 has revealed the impact of new laws and market conditions on fund trustees’ strategies, a survey by SuperConcepts has shown....
Superannuation
The latest SuperRatings data shows a steady trend toward more defensive assets as super members get older, reflecting the gradual shift in asset allocation determined by ...
Financial planning
Ignition Wealth has partnered with research house, SiResearch to provide goals-based investing through asset allocation....
Superannuation
SMSF trustee critics often forget SMSFs gain diversification through ETFs and listed and unlisted trusts and managed funds, according to the SMSF Association....
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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...