DIVERSIFICATION

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 ...

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...

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...

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...

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...

Funds management

Nine years into the global market’s bull run, ETFs appear to be pushing US tech stocks into unrealistic valuations in ways that may end badly for many, a new whitepaper s...

Funds management

Diversification and narrowing the range of possible investment outcomes is of paramount importance in the post-retirement environment, according to Insight Investment’s A...

People & Products

Vanguard has launched a suite of four exchange traded funds that provide access to its diversified portfolio strategies....

Tools & guides

Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...

Superannuation

SMSF trustees have been advised to avoid making hasty decisions in the wake of the US election and should rather focus on their long-term investment strategy, the SMSF As...

Knowledge Centre

When the news is good, it’s already too late. Value can be added by finding markets that are unloved and cheap, AMP Capital explains....

Funds management

MLC has added the Antares ex-20 fund to its platforms as it offers diversification and outperformance....

Knowledge Centre

How can we help manage the risk of investing in equities, giving clients a smoother investment experience and the confidence to stay invested over the long-term? David It...

Tools & guides

While non-traditional assets look useful for diversification beware they are not like the toxic assets that were at the heart of the GFC, Richard Dunbar writes. ...

Knowledge Centre

How can advisers help clients gain the benefits of diversification through assets such as residential property, thereby helping smooth out market fluctuations and allowin...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 day 22 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 5 days ago