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Editorial
Matt Drennan writes that much of the debate about investment markets and methodologies overlooks the importance of client needs....
Financial planning
A panel of experts including Stephen van Eyk will next month traverse the thorny issue of the signs advisers will need to recognise when looking to move clients back into...
Editorial
Investors naturally want to maximise return, but they need to do so in a way that moderates portfolio risk. Dr Stephen Nash explores the benefits of active switching betw...
Editorial
With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....
Editorial
It is no surprise investors and financial advisers are confused in what has become a dysfunctional economic and investment environment, according to Dominic McCormick....
Editorial
The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains....
Funds management
Modern portfolio theory still has a place in portfolio construction, but fund managers have been taking the wrong approach, according to Pinnacle Advisory head of researc...
Financial planning
In a stagnating Australian economy, institutional investors are taking a more dynamic approach to their asset allocation, according to research by AXA Investment Managers...
People & Products
Centric Wealth, through its relationship with Philo Capital Advisers, has retained Dr Don Stammer as a non-executive expert....
Editorial
Julian Robertson suggests a practical strategy when introducing money into the market and another for managing existing portfolios....
Superannuation
New research commissioned by Principal Global Investors points to investors being focused as much on risk as returns....
Financial planning
Challenger is set to launch a new advertising campaign targeted at financial planners which will focus on the 'do nots' of asset allocation for retirees....
Financial planning
A significant majority of investors believe markets are in for a prolonged period of market turbulence, according to new research commissioned by Principal Global Investo...
Financial planning
Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....
Editorial
Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...