CASH

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...

Funds management

Global fund managers are expectant of a stockmarket rally at the end of the year, according to October’s fund manager survey from Bank of America. ...

Funds management

Fund managers are the least bearish since February 2022 with cash weightings shifting into equities and 42 per cent expecting no recession in the next year, according to ...

Funds management

Asset allocators are cutting their exposure to both cash and equities as they await a meaningful downward surprise to interest rates....

Funds management

The $2.8 billion flagship Schroder Real Return fund is holding its lowest weighting to equities since inception in 2008, as its managers are opting to hold cash for unexp...

Funds management

Cash levels by fund managers have continued to fall, reaching 5.3% in January, while allocations to US equities have “collapsed” to an 18-year low....

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Funds management

Munro Partners is awaiting a downward movement in earnings estimates before it puts cash in its Global Growth fund back to work but is concerned the market is failing to ...

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

18 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 19 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago