Marks on the ‘dismal science’ of economics, true sources of alpha

Legendary hedge fund billionaire and investor Howard Marks, founder of Oaktree Capital, is one of the most respected finance commentators in the world, by virtue of his clarity and understanding of the market cycle. Speaking at Edinburgh Business School recently, a fireside discussion with Marks highlighted the very difficult challenges facing investors today. There is…

Drew Meredith | 4th Jul 2022 | More
Geopolitics to trump inflation as biggest risk of 2023

In a year shaped by geopolitical tensions, a pandemic, war, inflation and supply-chain disruptions, the number one threat perceived by the general public remains inflation. That’s according to McKinsey & Company’s Economic Conditions Outlook June 2022 survey, which found that inflation topped the list of perceived economic hazards in respondents’ home countries, while geopolitical conflicts…

Ishan Dan | 4th Jul 2022 | More
Bentham unpacks current investment landscape and opportunities in credit investing

Richard Quin of Bentham Asset Management on how to position a portfolio in the current environment.

The Inside Adviser | 30th Jun 2022 | More
Warning: interest rate rise ahead

The Australian share market ended in the green on Monday, despite investor skittishness ahead of today’s Reserve Bank board meeting. The central bank is widely predicted to lift its cash rate by another 50 basis points today, which would take it to 1.35 per cent, in the intensifying effort to rein in surging inflation, which…

Drew Meredith | 5th Jul 2022 | More
What will another rate hike mean for markets?

This week marks the start of a fresh new year. ‘Out with the old, and in with the new’ is the old adage. Unfortunately, it’s not so straightforward with the Reserve Bank of Australia (RBA). Inflation remains stubborn, hovering around the 5.1 per cent mark, but there are fears are that it could very quickly…

Ishan Dan | 4th Jul 2022 | More
News
Release reins of general advice to reset market: Vanguard

The closing of submissions for the Quality of Advice review saw a flurry of detailed proposals released in recent weeks. While the key points remained the same across most of the associations, that being clarity on consent and disclosure, removing the safe-harbour provisions and greater tax deductibility, proposals from the other side of the fence…

Drew Meredith | 4th Jul 2022 | More
Regulation Impact Statement to be prepared post fact

Following the 2009 Parliamentary Joint Committee on Corporations and Financial Services Inquiry into Financial Products and Services in Australia, the FoFA reforms were developed. It identified conflicted remuneration as a leading cause of poor financial advice that was provided to clients. The resolution was to ban conflicted remuneration and to thereby remove the conflict between…

Ishan Dan | 30th Jun 2022 | More
Turbulence ahead

After months of fretting about soaring inflation, markets are now fully in recession-fear mode. Yield curves are flattening, credit spreads are widening, and equities are slumping—traditional recession alerts. Meanwhile, captains of industry and finance are warning of impending “hurricanes,” “super bad feelings”—and possibly even worse. The proximate cause of the latest market selloffs was the…

Stephen Dover | 30th Jun 2022 | More
Global asset portfolios to deliver 5% a year: BCA

New research from BCA Consulting predicts Australian equities will outperform global equities over the next 10 to 15 years. The research house expects a global portfolio of 50 per cent equities, 30 per cent bonds, and 20 per cent alternatives to return 5.0 per cent a year in nominal terms over the next decade, lifting…

Nicki Bourlioufas | 30th Jun 2022 | More
Markets
One in two advisers now embracing ESG

“Greenwashing” has once again been highlighted as the major challenge for the financial advice industry when it comes to embracing responsible and ethical investment options. This was among the major conclusions from Australian Ethical’s Investment Trends Report on ESG in the financial advice industry. Australian advisers are “embracing responsible investing as an opportunity to enhance…

Drew Meredith | 4th Jul 2022 | More
HMC Capital launches real-asset-focused alternative strategy

High-conviction alternatives manager, HMC Capital (ASX:HMC), has announced the launch of its new HMC Capital Partners Fund 1, which will seek to invest in private and public businesses with real-asset backing. The fund uses a high-conviction and scalable real asset strategy to target public and private companies that have real assets attached to them, and…

Ishan Dan | 4th Jul 2022 | More
A closer look at the top inflation-linked strategies in 2022

In a year marred by rising volatility, inflation, war and supply disruptions, sharemarkets fought a battle between positives and negatives which weighed on equities as investors rotated out of growth assets and into safety. The RBA is tipping GDP to grow by 4.25 per cent over 2022, and by 2 per cent over 2023. Inflation…

Ishan Dan | 4th Jul 2022 | More
Global growth downgraded as Ukraine drags

Morgan Stanley have released their note covering the 2022 Midyear Economic Outlook. Most major economies, including the U.S., Europe, the United Kingdom and China, are each tracking toward GDP growth that will be half that of 2021. On the downside, Russia is estimated to decline by 12% in 2022 in regard to GDP. It will…

Ishan Dan | 30th Jun 2022 | More
IN Discussion
INDepth with Jamie Storrow from Northleaf Capital Partners

Jamie Storrow from Northleaf Capital Partners goes in-depth with James Dunn from The Inside Network on ‘Infrastructure: In new storms, seek old harbours”.

The Inside Adviser | 4th Jul 2022 | WatchPause
The Case for Investing in Asia

Don Gunawan, Head of Institutional & CIO Sales of Mirae Asset Global Investments Australia discuss “The Case for Investing in Asia”.

The Inside Adviser | 4th Jul 2022 | WatchPause
IN60 with Andrew Lockhart from Metrics Credit Partners

Andrew Lockhart from Metrics Credit Partners answers ‘quickfire’ questions with Peter White from The Inside Network.

The Inside Adviser | 30th Jun 2022 | WatchPause
INSight #188 with David Ross from Northleaf Capital Partners

David Ross from Northleaf Capital Partners shares insights with James Dunn from The Inside Network on ‘What Differentiates Private Credit Managers?’.

The Inside Adviser | 7th Jun 2022 | WatchPause
Podcasts
Angela Ashton – The Evergreen Responsible Investment Grading Index (ERIG Index)
The Inside Adviser | 14th Sep 2021
Hayden Nicholson, Bell Potter Securities
The Inside Adviser | 7th Jul 2021
IN Discussion with Chris Briant, Head of Parametric in Australia.
The Inside Adviser | 10th May 2021
Super
High court ruling gives certainty on binding nominations

Self-managed super funds have once again returned to popularity in recent years, with establishments seeing growth once again, as more Australians become engaged with their retirement assets. One of the less-appreciated considerations for all people, however, is what happens to your superannuation when you die. Death benefits from superannuation fall outside of your will, and…

Drew Meredith | 27th Jun 2022 | More
Regulator warns underperforming funds on member comms

The Your Future Your Super (YFYS) regulations have been both derided and welcomed by the industry. Bringing oversight to a multi-trillion dollar sector was important, but the regulations are far from perfect, with many suggesting they effectively direct industry funds toward an indexed approach, or alternatively, don’t appreciate the nuances of investing for the very…

Drew Meredith | 27th Jun 2022 | More
In Practice
Not all referrals are created equal

Many studies have shown that the number one-way financial advisers find new clients is by getting referrals from their existing clients, this is true in many other industries as well – it is an age-old way to grow your business.  However, we know that if you want a steady stream of new clients through referrals,…

Jacquelyn Mann | 30th Jun 2022 | More
Inflation may fall lower than we all think

With most economists predicting that inflation will be higher in the coming decade than the past, new analysis from Bain & Company suggests that the normal level of inflation in the 2020s may be lower than that currently feared, and financial planners shouldn’t assume that inflation will remain high.   The Reserve Bank of Australia…

Nicki Bourlioufas | 23rd Jun 2022 | More
Authors
304 Articles
Ishan a Senior Journalist covering the Inside Investor and Insider Adviser publications. Ishan has extensive experience across financial markets with roles spanning stockbroking, financial advice and platform administration. Ishan has written for well-known finance publications including Marcus Today, The Bull, MoneyandLife among others. Ishan’s varied experienced has given him sound expertise across the entire spectrum of finance and investing, with specific experience commenting on portfolio construction, direct shares and managed fund investing.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
472 Articles
Drew is Contributing Publisher of the Inside Investor and the Inside Adviser. Drew is an experienced financial adviser, as well as a regular contributor to the Unconventional Wisdom Journal, Money magazine, the Australian Financial Review and various other trade publications. Where Drew's comments constitute advice, it is general advice only (AFSL383169). They have not considered the readers personal or individual circumstances. Readers should seek professional advice before acting on any comments.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
77 Articles
Greg has worked in financial services-related media for more than 30 years. He is a former economics writer for the Sydney Morning Herald and assistant editor and business editor for the Australian Financial Review. Greg has founded many magazines, newsletters and conferences in the funds management industry. Titles he has launched include: Super Review, Investor Daily, IFA, Investor Weekly, Investor Supermarket, SMSF Magazine, the Blue Book, Investment Magazine, I&T News, Professional Planner, Top1000Funds.com, IO&C News, Investor Strategy News and New Investor.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
6 Articles
David Chaplin is publisher of Investment News NZ. David is a reputed financial services journalist with over 15 years’ experience covering the investment, superannuation and advice industries in both Australia and New Zealand. In addition to publishing the weekly editions of Investment News, David contributes to several publications on a freelance basis.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum