It’s time for investors to move heavily into alternatives. That’s the message Evergreen Consultants are sending advisers. Angela Ashton, founder and director of the investment consulting firm, says it is time for investors to explore the alternatives sector more broadly, including gold, commodities, private credit, total-return multi-sector funds and real-asset funds with holdings such as…
Reading media headlines today, advisors and investors may have missed one of the more powerful releases, for the long-term at least. It related to another management fee reduction by a leading active global equity manager. The Fidante-backed Alphinity announced that it would lower the fees on two of its global equity funds from May. These…
With the pandemic in the rear-vision mirror and reporting season over, the crisis in Ukraine has become an ongoing market concern that is creating uncertainty in an already volatile environment. According to Schroders’ head of Australian equities, Martin Conlon, there is light at the end of the tunnel. He says the impact of the conflict…
As chief investment officer of Munro Partners, a global growth equity strategy that seeks to be THE global growth fund for Australian investors, Nick Griffin has been among the most successful at identifying and leveraging the most powerful economic and societal themes in recent decades. Whether it was the days explaining how a little-known online…
With climate change front and centre of every investor’s mind, most people think of renewable energy or clean energy production as being primarily solar panels or wind turbines. Often many of the more effective and efficient renewable energy production processes are left out, such as hydro-electricity. Nuclear power is almost always omitted from the “clean…
The Federal Budget unveiled this week was clearly intended to be an election-winning budget prepared to win over the public with many of its generous promises. Budget time doesn’t usually move markets, but with inflation on the rise, the market is on edge. In the 2022-23 budget, Treasurer Josh Frydenberg delivered a long list of…
Speaking at the Inside Network’s Equities and Growth Assets Symposium, the only conference dedicated to this important asset class, co-portfolio manager of the Franklin Global Growth Fund, Francyne Mu said the time was right for investors to start “flipping the script and look beyond the usual suspects” in resetting their equity allocations. No surprise…
Following-on from the COP26 meeting last November, there has been a tectonic shift towards “green” asset investments to ensure that the (voluntary) national goals of the Paris Agreement are met, and there is a rapid reduction of carbon-dioxide emissions to ‘net zero’ levels. The Australian Financial Review said that as of September 30, “sustainable funds…
The Stockbrokers and Financial Advisers Association (SAFAA) is changing its name to the Stockbrokers and Investment Advisers Association (SIAA). The subtle change of replacing ‘Financial’ with ‘Investment’ Advisers is believed to better reflect the new SIAA’s broader purpose and its place in the industry. The old word, “financial,” was inaccurate and slightly misleading, according to…
New York-based ETF provider Global X, with US$40 billion ($53.3 billion) in assets under management across more than 80 products, is preparing to launch in the Australian market, and has announced a huge step in its mission. This week, the ETF provider announced the appointment of Blair Hannon as head of investment strategy of the…
