ASSET ALLOCATION

News

The boom is over: long live the boom. A greying developed world, China’s slowdown and the faltering performance of the BRICS (Brazil, Russia, India, China and South Afric...

Funds management

The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take a...

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Life/Risk

Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, w...

News

Remember the halcyon period prior to the global financial crisis (GFC), when nearly all asset classes showed strong returns and choosing the right investment manager made...

Funds management

CAER has signed an agreement with the Australian National University to provide it with ESG ratings and reports...

Funds management

Planners have been cautioned about objective-based and lifecycle funds stating they may venture into risky assets that ignore investor’s particular needs....

Editorial

While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...

Editorial

Central banks have enjoyed an extended period of almost unquestioned power, perhaps because there is no reasonable alternative, Dominic McCormick writes....

Superannuation

Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....

Editorial

Acknowledging that there is never a ‘one-size-fits-all’ strategy for investment, Tanya Debakhapouve explains how different investment approaches better lend themselves to...

Superannuation

The latest Australian Prudential Regulation Authority (APRA) data showed life insurance net profit after tax stood at $2.7 billion, with super making up a huge chunk....

Superannuation

SMSFs should increase their exposure to bonds to boost their returns, Credit Suisse analysts believe....

Editorial

ETFs lay in the shadow of other investment vehicles for almost a decade, but the last two years have seen their value skyrocket. Could it have anything to do with regulat...

Funds management

Vanguard Investments Australia has been named ETF Provider at the Money Management/Lonsec Fund Manager of the Year Awards, improving on its standing as a finalist in this...

Funds management

Taking a small business approach to managing large diversified allocations is something that separates Legg Mason from the crowd, its chief investment officer (CIO) belie...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 6 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago
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