With tensions rising in the South China Sea and regulatory pressure on the likes of Alibaba (NYSE: BABA) continuing to grow, the Chinese market is becoming an increasingly difficult one to navigate as the government seek to exert itself on a global stage. China has long been seen as the investment darling supported by an…
Following on from The Inside Network’s MDA Feature – 2020 round-up article published earlier this week, we received an influx of communication around the many managed accounts not included on the list. According to the Institute of Managed Account Professionals (IMAP), funds under management (FUM) for managed accounts in Australia stood at $79.9 billion at…
A new commodities super-cycle is underway, with price increases starting to resemble the resources boom that took place during the mid-2000s. During this time, the prices for commodities used for steel and energy production i.e. iron ore, coal and natural gas, skyrocketed. Global demand for these commodities rose sharply and so did prices. The increase…
The shift towards non-aligned platform advice forced structural change within the wealth management that was long overdue. Findings from the Royal Banking Commission helped drive the push towards independent platforms and product providers because of their renewed client focus. New technology-based platforms have allowed financial advisers the ability to hold, transact and administer on a…
Founder and Senior Portfolio Manager Nick Langley at RARE Infrastructure, now named Clearbridge Investments, has put out a short note outlining the infrastructure sector as one area that remains bright despite the pandemic. According to Langley “there is a confluence of issues, events and realities that cause us to be extremely positive about the potential…
Managed Discretionary Accounts (MDAs) are a relatively new investment solution available to consumers and financial advisers following recent advances in platform technology. MDAs are constantly evolving and are at a point where advisers can offer clients a broad range of investment assets while clients have complete visibility of the investments held in their portfolio. According…
In a year of bushfires, cheap money, a US Presidential election and a global pandemic, investors were exposed to a rollercoaster ride of mixed emotions, panic selling, and dizzying bouts of volatility. Reflecting back on the calendar year 2020, it is interesting to see which group of companies outperformed. Large or small caps? Tech or…
WLTH is a brand-new financial services neo-platform providing Australians with a smarter, sustainability-focused solution to financial products but particular residential and commercial loans. WLTH is the latest ‘non-bank’ digital lending and payments platform seeking to disrupt the financial services industry in Australia. The launch follows the recent shutdown of neo-bank Xinja after it failed to…
It’s the age-old battle, “value” versus “growth,” that seems to still polarise market participants and populate columns of the financial press. It has been a while since “value investing” made sense. The style has suffered a dreadful stretch of performance since the 2008 financial crisis. The Warren Buffett style of buying low (cheap) and selling…
There are positive signs for the Australian economy following Wednesday’s third quarter GDP figure. It was a positive reading of 3.3% quarter on quarter, signalling a rebound in the economy is well underway. This marks the end to the pandemic led economic downturn and a gradual return to business normality. It was a massive beat…
