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CASH
Financial planning
Receiving advice and guidance has been identified as a factor making up a successful retail investment system. Vanguard has shared policy recommendations to ensure greate...
Financial planning
Despite having less growth potential than other assets, financial advisers have said cash allocations are providing a sense of comfort for clients, allowing them to ride ...
Financial planning
While the last several months have seen increased market volatility, particularly in the US, advisers said there are multiple reasons why there has been an increase in de...
Funds management
There is growing divergence between institutional and retail investors in their enthusiasm towards equities, according to Bank of America, with retail sentiment being “un...
Funds management
KPMG’s analysis has revealed which generation has the highest ownership of shares, with younger generations demonstrating a more cautious approach due to financial stress...
Funds management
Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration....
Features
Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds. ...
Financial planning
Almost half of financial services businesses are being sold for cash with sales of up to $8 million, significantly reducing the time taken for parties to transact....
Funds management
Global fund managers are starting the year with an optimistic mindset and “have never been as bullish” on the prospect for short-term interest rates, according to Bank of...
Funds management
The excessive levels of cash held in money market funds is poised to fuel a significant rally in risk assets this year, according to Principal Asset Management, but it wi...
Funds management
Investors are entering 2024 with high weightings to cash but allocations are starting to fall in favour of equities as the RBA opts to hold rates....
People & Products
Betashares has launched the Australian Cash Plus Fund (managed fund) on the ASX during a “particularly relevant time” for cash solutions as investors seek to benefit from...
Funds management
Global fund managers have made their biggest shift into bonds since the global financial crisis as interest rates are expected to stay higher for longer....
Features
Cash ETFs are attracting high inflows as investors flock towards liquidity and defensive strategies in their investment portfolios, driven by structurally high inflation ...
Funds management
Recent trends suggest a sharp rise in investors’ appetite to cash, including a surge towards cash ETFs. However, JPMAM maintains it is likely to underperform equities and...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...