ASSET ALLOCATION

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...

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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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Funds management

Monetary tightening and China’s policy shift away from COVID zero could translate to Australia avoiding a recession in 2023, VanEck suggests. ...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago