portfolios

Financial planning

'Phenomenal opportunity' as intergenerational wealth reshapes portfolios

The transfer of intergenerational wealth is likely to reshape what is held in an investment portfolio in the future, according to BetaShares, and advisers have an opportu...

Funds management

Why we should rethink the 60/40 portfolio

The portfolio split of 60% equities and 40% bonds has been a mainstay in investing for decades but according to Sebastien Page from T.Rowe Price, it is time to move to a ...

Funds management

Investors too optimistic on returns

Investors are being too optimistic in their expectations for returns, according to Schroders, with the average Australian expecting to achieve annual returns of 10.9%. ...

Funds management

Franklin Templeton global strategy added to Netwealth

Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....

Funds management

“Returns gap” the biggest failure in investment industry

Even for asset managers skilled enough to produce alpha, chances are their clients won’t be able to fully capture it in their own portfolios because of the clients’ inves...