RESEARCH AFFILIATES
Financial planning
While advisers’ use of environmental, social and governance investments is based on client demand, 86% of consumers say they expect their adviser to bring it up first....
Funds management
Client demand is driving advisers use of environmental, social and governance investment but the majority lack a clear policy on their ESG values....
Tools & guides
There are ways for smart beta multi-factor strategies to help improve portfolio diversification and offer benefits for investors, explains Mike Aked....
Funds management
Australian resource companies will drive the local market higher during the second half of 2021 towards 8,000 and gain more than banks, according to Research Affiliates....
Financial planning
Investors should look to rotate out of financials and into resources as they are “perfectly positioned” for the current market environment, according to Research Affiliat...
Tools & guides
The shock to markets in 2020 has left the investment landscape in an unusual position, writes Mike Aked, with five factors impacting a portfolio’s performance....
Funds management
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...
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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...