Often you will speak to a fund manager that will talk about its specialist approach, the market niche that it understands well and can leverage, and how the expertise of its team is a differentiator. It’s rarer, however, to see that manager make an investment that exemplifies all of the talk.
In September last year, the Australian government fixed a glaring anomaly in the country’s laws, under which Australia had embarrassingly fallen short of global standards in fighting financial crime.
Managed funds inflows surged five-fold in Australia in 2024, but exchange-traded funds (ETFs) left them in the dust, as investors continued to prefer the listed vehicles.
Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of Mornington-based Live Financial Planning fits this bill, and more.
Despite the success of this regional advice firm, advisers like Kane Leersen aren’t out to rule the world. Instead, they have an ambition to “grow by good” by serving the people that make up their local community.
Like many successful advisers, Escala’s Amanda Fong has had a “strange” career path. But the Melbourne-based founding partner at Escala Partners has thrived by mixing the art and science of client care with savvy investment management.
The super funds’ collective willingness to pay inflated prices for bank shares is starting to make them look like outliers. With about 30 per cent collective ownership of the banks, APRA sees “stability risk” as a salient concern for all stakeholders that can’t be ignored.
Dramatic market events aren’t the problem for client portfolios, but the way clients react to them can be. Once New York adviser Jonathan Blau started shaping this realisation around his advice delivery process, things changed in a big way.
In what could be a harbinger for the coming year, the S&P/ASX 200 index has been on a roller coaster ride since the market opened on January 3. What’s making investors extremely jittery are fears incoming President Donald Trump’s policies will fuel inflation.
The Why? What is the fund’s value proposition and purpose? The ClearBridge Global Value Improvers Fund focuses on global companies that the Portfolio Manager believes are undervalued and are improving on certain ESG measures, either through transforming their own products and services or enabling other entities to advance ESG objectives. It combines value investing with…
