After the original Delivering Better Financial Outcomes bill was released in March, Treasury this week released an updated version for consultation. With minimal changes, there remains a significant bone of contention for the industry to wrestle with.
Brokerage platforms are understandably wary of nudging clients away from their products, but if they want to be full service providers they need to entertain the idea of linking investors to advisers, according to a new US report.
Duration is no longer a dirty word. Private debt is a house of cards. Welcome to the new era of fixed income.
It’s been one of the most disappointing regions in the world in terms of performance, but Pzena Investment Management thinks China’s bombed-out equity market presents “a real win opportunity”.
It’s an unlikely source of good news: property vacancy rates are up and rental asking rates have softened slightly. But SQM’s Louis Christopher warns against interpreting the change as a sign that the rental crisis has turned.
Negative correlation can be an effective way to diversify and protect the underside of multi-asset portfolios, but if the chosen managers stray from their professed style that advantage can be eroded in short order.
Nobody really cares about outperforming benchmarks – they want to make real money and avoid real losses. Atlantic House thinks it’s got the perfect way to do just that.
Meeting the myriad metrics for investment set down by Claremont Global is just the start of a selection process that sees no more than 15 companies held at any one time. It turns out that owning the world’s best businesses takes patience and a whole lot of precision.
The $10 billion ethical investors expects “quite an evolution” in climate resilience and mitigation investing, as well as growing interest in sectors like water, where it is “actively exploring” opportunities.
All verticals in commercial real estate have become problematic in the last five years, but there remain pockets of opportunity. Figuring out which of those pockets present the best path forward is the real challenge.
