ASSET CLASSES
Funds management
Tactical asset allocation is coming back into vogue in an environment of higher volatility and lower returns, according to Barclays Capital’s director of funds busi...
Superannuation
Aberdeen Asset Management’s Leanne Bradley warns against too much adherence to benchmarks in retirement products....
People & Products
AXA Investment Managers has appointed former Mercer global chief investment officer Tim Gardener to head its global consultant relations unit....
Financial planning
State Street has launched a Turbulence Indices suite that measures market behaviour on a daily basis....
Financial planning
The global financial crisis has been a game changer and, as Dominic McCormick writes, advisers need to view previously conventional buy and hold strategies as being tanta...
Financial planning
Stephen Hart compares the riskiness of equities in relatively 'good' and 'bad' times, and argues that bonds have a place in every balanced portfolio....
Financial planning
Multi-managers feel the increasing sophistication of their investment approach is making it less of a challenge to demonstrate that they can deliver enough active return ...
Superannuation
Investor education should be a key focus in addressing the needs of the self-managed super fund (SMSF) sector, according to Russell Investments....
Financial planning
A survey of Australian fixed income investors has revealed they are feeling positive about virtually all asset classes except sovereign debt....
Funds management
Aberdeen Asset Management research has refuted the effectiveness of asset classes that have traditionally been used as hedges against inflation risk....
Financial planning
Stephen Hart examines the recent introduction of ASIC's class order for retail bonds and considers what it means - and what is happening in parallel with its development....
People & Products
S&P appoints two new associates to its fund research team....
Financial planning
Wealth management firm Yellow Brick Road (YBR) will partner with technology provider OneVue to offer Australian retail investors a new universal managed account (UMA)....
Financial planning
Stephen Hart explains how to use hybrid securities in place of equities to reduce risk, but without compromising returns....
Funds management
Fund managers have a more cautious market outlook due to sovereign risk concerns in Greece and other European countries, according to the latest Investment Manager Outloo...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...