As Australia joins the rest of the world and transitions to a post-Covid era, it’s never been more difficult to be an adviser. Investment products are becoming more complex, everything is over-regulated, risks are everywhere, ultra-low bond yields aren’t budging, equities are expensive, and inflation is starting to rear its ugly head. Advisers are facing…
With the push towards decarbonization, ultra-low bond yields and rising inflation, the role of an adviser is becoming more and more challenging. The investment paradigm has changed for both the adviser and investor. Gone are the days when a substantial portion of an investor’s portfolio was buried in high-interest term deposits virtually risk-free. These days,…
UK-based global investment firm abrdn is looking to expand its footprint by launching its Global Risk Strategy fund to Australian investors. The company, formerly known as Standard Life Aberdeen, has changed its name to Abrdn as it moves to refocus the business following the sale of the Standard Life brand to Phoenix Group earlier in…
As the old adage goes, “If you can’t beat em, join em.” Well, that’s exactly what Commonwealth Bank (ASX: CBA) has done after it announced the offering of cryptocurrency services to its customers. CBA has attempted debanking exchanges, freezing bank accounts and blocking its customers from depositing money with cryptocurrency exchanges. It even went as…
“Investors should prepare to navigate unfamiliar terrain as the macro-economic landscape undergoes dramatic transformations over the secular horizon,” is the message from global asset manager PIMCO. But what exactly is PIMCO saying? At this year’s annual “Secular Forum,” PIMCO’s global investment professionals focused on the post-pandemic outlook for the global economy, touching-on themes such as…
Australia’s longest-standing responsible investment manager, Australian Ethical, has launched a new High-Conviction fund to complement its suite of existing actively managed funds. Support for AE’s Australian shares and emerging companies strategies has grown sixfold in just five years, as Australians have become more ethically minded than ever before. From being just a point of conversation,…
The Ellerston Global Mid-Small-cap fund (Class A) has received a “commended” rating by research house Evergreen Ratings. This rating means Evergreen has confidence in the investment product, which has scored consistently well across most areas of Evergreen Ratings’ research and analysis framework. The fund has a high probability of meeting its objectives and is reasonably…
Niche small-and-micro-cap Australian equities asset manager NAOS Asset Management has launched a unique investment fund that focuses on private businesses in Australia. The fund is headed up by Sebastian Evans, also chief investment officer and managing director of the firm. Why private businesses? NAOS has shifted its focus onto the private sector after successful listed…
While equity markets pedaled sideways over the September quarter, volatility has returned, causing a pullback and a lot of pain for global fund managers. Nick Griffin, founder and CIO at Munro Partners, has responded, with the firm’s Munro Global Growth fund returning 3.3 per cent over the period, while the MSCI World ex-Australia index was…
Heading into uncharted territory, Lucerne Investment Partners CEO Anthony Murphy used the global pandemic as an opportunity to get in-front of the market with a unique offering. Something no one else had. And it’s paid off. Since our days at Ord Minnett, it had been a while since Murphy and I had touched base, but…
