asset class

Funds management

Planners fail to understand alternative investments

Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...

Financial planning

Broader income set needed for retirees

As investors move funds out of cash, retirees need a broader approach to generating income. ...

Editorial

Emerging markets exceed expectations

Janine Mace looks at a better-than-expected performance of emerging markets, though challenges still remain....

Editorial

How to handle investor behaviour

Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...

Editorial

Investment risk and return - are you on the right track?

Dr Stephen Nash explains what happens when equities perform outside the average....

Superannuation

SMSFs lag on equities improvement

Allocations to Australian equities by SMSF trustees did not keep pace with the strong performance of the share market in the September quarter, according to the latest Mu...

Editorial

What does ‘risk’ really mean in asset allocation?

Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....

Funds management

Global listed property outperforms A-REITs

Global listed property has outperformed both Australian listed property and international shares over the five years to 31 August, as investors seek high yield and a stea...

Editorial

Fixed interest strategies find favour as equities lose their lustre

While equities no longer have the appeal they had prior to the financial crisis, sophisticated fixed interest strategies are springing up in their wake....

Editorial

Is it time investors embraced risk with a fixed interest allocation?

Increasing a client’s exposure to risk may start with a fixed income allocation, but the asset class is now fraught with complexity. Janine Mace explains....

Funds management

Investors must embrace diversification

A love affair with so-called 'safe haven' products such as cash will hurt investor returns without proper diversification, according to AUI....

Funds management

Finding a place for fixed income: Goldman Sachs

Financial planners lack an understanding of fixed income, which has been over-complicated by fixed income asset managers, according Philip Gardner, head of asset manageme...

Editorial

How direct property is cleaning up its act

During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...

Editorial

Superannuation asset allocation during a share market slump

Given the slowest share market recovery in years, many investors will wait it out before diving back in. But taking the same approach with asset allocation in superannuat...