Author

Greg Bright

Greg Bright

Greg is Contributing Editor of The Inside Investor and The Inside Adviser.

Beware the losers among thematic fund winners

Thematically focussed funds have been the big winners in fund flows in the past three years, but most themes have turned out to be fads, new research shows. According to Morningstar’s latest ‘Global Thematic Funds Landscape Report’, link here, over

More »

How robo-advice leads to further investments

While the buzz surrounding its introduction just over ten years ago has abated, an increasing body of research is building on the value of robo-advice. A new paper shows the benefits can be wide-reaching. More than a marketing tool for

More »

New Evergreen, Generation investment bond

Evergreen Consultants has teamed with Generation Life for the launch of an ESG-orientated multi-manager investment bond, believed to be an industry first. The bond follows a model portfolio developed by Evergreen, called the Responsible Growth Model. The research and ratings

More »

Equity funds back in vogue

Australian investors put more money into traditional equity funds in February and March than they did in the whole of 2019, prior to the impact of covid-19. A new index shows Australians also had more conviction. According to figures from

More »

Wealthier investors open to advice

More high-net-worth (HNW) investors are open to receiving financial advice than a year ago, but they are yet to do so, according to the latest report from Investment Trends. There were an estimated 485,000 such investors on September 30 last.

More »

Research Affiliates on ‘the trade of the decade’

Factor manager Research Affiliates appears to be charging in where value managers are still nervous to tread, with a big call on the state of global markets and where the main opportunity lies – UK equities. Mike Aked, Research Affiliates’

More »

Ms Fixit to head up AMP

The chief executive-elect of AMP Limited, once a financial services giant in size and stature – boasting for a time the advertising slogan: ‘We will always be there’ – faces the biggest task of her career. Her track record could not be better. The

More »

Aussie investors more bullish on the future

Individual investors in Australia are increasingly optimistic about the future for their own portfolios and the world in general – significantly more so than others in the region, according to a survey by PIMCO. The ‘PIMCO APAC Investor Sentiment Survey

More »

Ms Fixit to head up AMP

The chief executive-elect of AMP Limited, once a financial services giant in size and stature – boasting for a time

More »

Subscribe to our Newsletter

Insights for Advisers by Advisers

IN Partnership

New on The Inside Adviser