DIVERSIFICATION

Expert Analysis

Private credit was the asset class of 2023 and the re-activation of the IPO markets should be a strong signal for the year ahead, writes Andrew Martin....

Funds management

JPMAM has identified five key sources of diversification to complement traditional 60/40 stock-bond allocations and combat the impacts of macroeconomic shocks....

Features

While more suited to a specific cohort of investors, alternatives are continuing to see a marked rise this year as an advantageous diversifier generating resilient return...

Funds management

The ETF provider has launched the Australia ex Financial & Resources ETF, offering a way for investors to diversify their Australian equity exposure away from the major p...

Tools & guides

There are ways for smart beta multi-factor strategies to help improve portfolio diversification and offer benefits for investors, explains Mike Aked....

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Funds management

Now is the time for investors to review their portfolios and consider a greater degree of diversification such as alternatives for income and growth, according to J.P. Mo...

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Funds management

Diversifying strategies are paying off for many investors, however more than a third of investors using investment grade credit and 40% of hedge fund investors are “not s...

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Funds management

Sam Twidale, manager of the DNR Capital Australian Emerging Companies fund, has been repositioning the portfolio in light of COVID-19, with small-cap equities unlikely to...

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Funds management

Investors should try to avoid knee-jerk reactions when it comes to the coronavirus which is currently the number one threat to financial markets, according to deVere Grou...

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Funds management

As the US/China trade war continued during 2019, a focus on equities outside of China has helped emerging market funds avoid risk....

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Expert Analysis

The basic premise of investing is simple – diversify, diversify, diversify. And with factor investing offering the additional premise of higher returns and lower risk in ...

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Funds management

Investors need to be wary of “diversification decay” in emerging market (EM) portfolios, as the asset class’s index risk becomes more like systemic, developed-markets ris...

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Financial planning

Yesterday’s confirmation that Australia’s economy was at its weakest since the global financial crisis in 2009 should serve as a warning to the public to protect their lo...

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Superannuation

Despite the strong policy emphasis currently on superannuation account consolidation, research by Vanguard has found that very few members rollover their funds into eithe...

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Expert Analysis

Technical and academic portfolio construction doesn’t always suit the real world. Rob Thompson outlines factors advisers can consider to firmly focus their clients’ inves...

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MARKET INSIGHTS

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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 day 17 hours 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 day 18 hours 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...

2 days 17 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....

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

9 months 1 week ago