VALUE

People & Products

HLB Mann Judd research has found IPOs raised just over $1 billion in 2022, compared to $12.3 billion in the previous year, with market uncertainty likely to dent activity...

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Financial planning

Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volat...

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Funds management

Historical bond rate cycle patterns have been broken, casting doubt over expectations of a “vanilla market correction”, according to the CIO of a boutique fund manager....

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Expert Analysis

High-quality growth stocks are expected to perform relatively strongly in the next phase of the economic cycle, writes Tim Richardson....

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Funds management

Stagflation fears and the end of easy money have resulted in the de-rating of many high-flying stocks but it is likely there is still further to go which should favour va...

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Funds management

Even after the recent sell-off, emerging market value stocks look attractive when compared with their growth rivals, AllianceBernstein says....

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Financial planning

Communicating a client value proposition in clear and simple terms is crucial to running an advice practice and will lead to a more cohesive relationship with the client,...

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Funds management

Ahead of the Federal Reserve’s Jackson Hole symposium, high inflation might still present opportunities in small caps and in value stocks, according to American Century....

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Expert Analysis

Investors may be using the pandemic to find the next FAANG, writes James Williamson, but history shows this period is only the latest cycle....

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Features

After decades of underperformance, value is seeing a turnaround and outpacing growth stocks for the first time in years, writes Laura Dew....

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Funds management

Exchange traded funds focused on commodities and financials have been among the best performers over the past year....

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Funds management

The cyclical trade in equities may already be waning, according to AXA IM, in a rising equity market with energy and financials less likely to outperform. ...

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Funds management

Investors should not “give up on growth”, according to BetaShares, as there is still an opportunity for it to outperform over the next six months. ...

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Funds management

The deviation between value and growth is at a similar size to the height of the dotcom boom, according to Vanguard, and value could outperform by seven percentage points...

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Funds management

Markets will move towards a ‘Roaring 20s’ style with higher cash balances, high savings ratio, increased net housing wealth, and lower household debt, indicating a multi-...

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Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

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iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

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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 2 weeks 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. ...

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The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

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