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VOLATILITY

Financial planning

Advisers need to closely scrutinise how much volatility exists in private assets during their portfolio construction and how this is demonstrated by the providers, accord...

Expert Analysis

Risk targeted investing’s approach to changing market conditions combines realism and preparedness, taking the pressure off advisers and their clients, writes Tony Edward...

Funds management

An annual systemic risk barometer survey has outlined the most significant threats to the financial services ecosystem in the coming year....

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...

Funds management

Investors need to be prepared to actively manage rising volatility as markets are facing significant uncertainty as a number of macroeconomic themes collide, according to...

Financial planning

This year advisers will have help clients manage the impact of market events on their portfolios and position for what could be a very turbulent year, Lifespan Financial ...

Funds management

The 2021 ‘Evergreen Consultants Long Term Expected Returns Framework’ report expects inflation to reset moderately higher at 2.25% over the medium to longer term while Au...

Funds management

Turnover reached 83% in the Pengana Global Small Companies fund as the management sought to reduce risk and take advantage of market opportunities....

Funds management

Contrary to claims that they exacerbated market movements, exchange traded funds provided stability and liquidity during last year’s market downturn, according to Millima...

Funds management

As there is insufficient liquidity in markets to compensate for the volatility, investors should look to owning some longer dated government bonds and other high-yielding...

Funds management

Synonymous with lower returns, it is not impossible for volatility-averse funds to outperform in the Australian equities sector, according to data....

Funds management

Magellan chief investment officer Hamish Douglass has outlined how the firm is preparing in expectation of a win for Democratic presidential nominee Joe Biden. ...

Funds management

Investors should consider increasing their equities allocation to the technology sector as a means of dealing with heightened uncertainty and the likely increased market ...

Tools & guides

In a world of both extreme volatility and low interest rates, investors are struggling to find a defensive place to put their assets, writes Arnaud Brillois....

Funds management

Australian financial professionals expect indices to fall over 12% and most say their biggest challenge is keeping up with changing regulation, according to Natixis IM. ...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago