EQUITIES
Superannuation
Investors are likely to place themselves in ‘immense risk’ in the future as their portfolios will need to be 100% allocated to equities if they want to make returns from ...
Funds management
The typical 60/40 split for equities and bonds is at risk in the current environment and financial advisers are putting clients at risk by sticking with them, according t...
Funds management
As this week marks five years since the launch of the United Nations’ Sustainable Development Goals, how have Australian sustainability funds performed over that period?...
Funds management
Despite tech stocks leading the US markets this year, Pengana has now completely exited large-cap technology companies in its International fund....
Funds management
Despite the average Australian equity fund returning 41% over the last five years, fears of underperformance and hidden fees are the biggest challenges for firms to dispe...
Funds management
The country has fallen behind both developed and emerging market regions when it comes to equity performance....
Funds management
A high weighting to consumer discretionary stocks has worked in favour of Australian equity funds with those funds significantly outperforming their peers and two reporti...
Funds management
The ASX Small Ordinaries returned 7.25% in August and one fund has returned 23% over the past year. ...
Financial planning
Investors need to resist being ruled by their emotions when it comes to market especially in times when investor confidence is low....
Funds management
The upcoming earnings season will be the first opportunity to see the damage COVID-19 has inflicted on firms, according to Pengana....
Tools & guides
With many fixed income options yielding less than 0%, core alternatives can provide stable income with a low correlation to equities, writes Pulkit Sharma and Jason DeSen...
Funds management
The Australian equity sector lost 9.5% during the first half of the year due to the COVID-19 pandemic, according to data, with only six funds reporting positive returns....
Funds management
The ASX All Ordinaries index could hit 6,600 in the next two to four weeks, according to Wealth Within’s chief analyst....
Funds management
Despite reduced returns, Platinum will continue to maintain short positions and cash holdings to provide a level of downside protection as it expects markets to remain hi...
Funds management
From a long-term perspective, equities will offer better value to investors than most other asset classes, according to DNR Capital....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...