CASH

Funds management

Global fund managers are holding a net overweight to bonds for the first time since 2009, according to a monthly survey by Bank of America....

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Funds management

Global economic sentiment among fund managers has plunged to new lows, with cash holdings at a record high amid stagflation expectations, according to Bank of America....

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Funds management

Global fund managers are at maximum bearish sentiment with fears of a recession causing them to hold the highest cash weightings since post-9/11....

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Funds management

2021 saw $15 billion in inflows by investors, compared to just $1.9 billion seen in 2019, as investors put cash they had saved during the pandemic to work in the market....

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Financial planning

Consumers have indicated they are ‘more likely to save’ in the current market environment which poses an opportunity for advisers to ensure they are not letting clients’ ...

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Superannuation

Research from SuperRatings highlights how much worse off a super balance could be worth if it makes permanent decisions based on short-term market moves, showing the valu...

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Funds management

There is an extra $124 billion sitting in cash in banks since the pandemic and advisers have a job to do to encourage investors to put this back into markets....

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Funds management

As investors seek defensive places to store cash, there is still a disparity in returns for cash funds, according to data....

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Funds management

Investors are seeking the safe havens of cash amid rising bond yields as a cash exchange traded fund sees the highest inflows in April, according to BetaShares, and appea...

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Funds management

Investors will have to take on more risk in their defensive asset classes as the RBA cash rate will be too low for the next few years, according to Fidelity. ...

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Funds management

The successful trial of two COVID-19 vaccines plus the election of Joe Biden as US president-elect has led to the “most bullish” fund manager sentiment all year....

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Funds management

Pengana chief investment officer Rhett Kessler said he was “vomit buying” after lowering his Australian equities fund’s cash weighting as a response to the market downtur...

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Financial planning

Non-advised clients were more likely to switch their investments to cash or increase cash allocations during the pandemic than advised ones, according to the Australian S...

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Financial planning

The country may be in a recession with record low interest rates but it can still expect cash returns of 0.2% in 2021. ...

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Funds management

Investors are still piling into gold as market volatility continues due to the COVID-19 pandemic but one asset manager says it is the riskiest asset class over the long-t...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day 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 1 week 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 ago

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

9 months 2 weeks ago