VOLATILITY

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....

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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

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...

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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 ...

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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...

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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....

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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...

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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...

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Funds management

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

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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. ...

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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 ...

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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....

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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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Funds management

Global stockmarkets are continuing to rally despite worldwide volatility, indicating it is being driven by stock-specific factors than macro activity. ...

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MARKET INSIGHTS

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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...

1 week 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...

1 week 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 1 day 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 2 weeks ago