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Expert Analysis

The worst period of relative underperformance for small caps sets the scene for a reversal in 2023, writes Naheed Rahman....

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Financial planning

Advisers who have moved away from servicing retail clients could struggle and require further costs and education if a move goes ahead to reclassify wholesale investors, ...

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Funds management

Retail investors, who are increasingly using exchange traded funds or planning to boost their use of ETFs over the next six months, are reinforcing them as the go-to weal...

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Funds management

Markets are being overly pessimistic about the future of retail, according to Airlie, as there are opportunities still in play for retail growth after the pandemic....

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Funds management

There is still a way to go for consumer spending with a ‘boom of historic proportions’ expected in the next few months, according to Yarra Capital Management....

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Funds management

After periods of lockdown, global consumers are aggressively shopping, according to J.P. Morgan Asset Management, presenting opportunities in retail stocks....

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Funds management

If Australian consumers continue high levels of online sales for the next five years then online shopping could be more akin to that in the UK and the US, according to AM...

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Funds management

The first month of the year saw gyrations in the stock prices with companies like GameStop seeing increased interest from retail investors, according to Eaton Vance....

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Funds management

Afterpay is bigger than Telstra which a symptom of an excess in markets and speculative activity which focuses on non-earning stocks, according to Schroders....

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Funds management

One asset manager has beaten off rivals to post double-digit returns thanks to holding not one, but two of last year’s best-performing stocks in its Australian equity fun...

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Funds management

The top-performing retail stock in 2020 returned 388% compared to the average ASX 200 return of 1.4%, according to data. ...

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Expert Analysis

As it marks a decade in property investing, Freehold Investment Management shares how the market has changed and what trends have emerged since the Global Financial Crisi...

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Funds management

E-commerce, a trend that has grown in popularity during the pandemic, could represent more than 10% of retail spending in just three years, presenting a new opportunity f...

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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...

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Funds management

Retail rents are looking up for Australia which will help commercial property funds but the lack of international tourists will continue to be a problem this year, accord...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

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...

6 days 20 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...

6 days 21 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...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

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