ASSET CLASSES

Funds management

A “bumpy ride” for stocks and bonds and the increasing correlation between them means alternative assets are a necessity for a successful portfolio. ...

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Funds management

A well-diversified portfolio across asset classes will be key to maintaining investment returns as the Fed tapers quantitative easing. ...

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Funds management

An all-time record level of net inflows for the “high yield” category of ASX exchange traded products (ETPs) has been achieved, according to new data published by BetaSha...

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Financial planning

Australians would rather listen to media commentators and experts than their own financial adviser, according to a Goldman Sachs survey....

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Funds management

The stabilisation of the global economy in 2014 will see a jump in private equity buyouts, while fostering "slow-but-steady" fixed income and equities growth....

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Funds management

Fund manager Aberdeen Asset Management has announced the proposed acquisition of Scottish Widows Investment Partnership (SWIP) from Lloyds Banking Group for £550 million....

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Editorial

With both bonds and equities looking set to struggle if inflation rises, it will be important to limit exposure to them via diversification and dynamic asset allocation, ...

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Financial planning

Co-investment is growing in popularity among high net worth and institutional investors, according to specialist investment firm, Wingate Group....

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Funds management

Listed property assets push case for place in portfolios, with good yield and capital returns....

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Funds management

Impact investing and board diversity strategies could create a boom in environmental, social and governance (ESG) over the next decade, AXA Investment Managers believes. ...

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Funds management

Over the 30 years to 30 June 2013, major asset class indices have returned between 8.2 per cent and 11.6 per cent per annum, led by Australian shares, Vanguard’s 2013 Ind...

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Editorial

With interest rates falling, is now the time to consider real assets for income? Craig Keary writes. ...

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Editorial

The winding down of the quantitative easing (QE) monetary policy in the USA will lead to significant changes in the relative performance between asset classes and within ...

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People & Products

Russell Investments Asia Pacific CEO departs his role as the company’s executive team goes through a reshuffle....

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Funds management

Australian assets have delivered a trifecta for investors over the last 10-20 years - but that is likely to change, say Russell Investments. ...

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 2 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 2 hours 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 3 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 1 week ago

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

9 months 3 weeks ago