Technology stocks at the big end of the S&P500 have enjoyed a (mostly) golden run, but Atrium Investment’s Brendan Paul warns that Nvidia’s astronomical valuation may have tipped the balance.
The mid-market private manager’s co-founding partner, Mick Wright-Smith, expounds on the biggest red flag borrowers can wave, as well as the lending advice he’d like to give to his younger self.
There are now an average of 120 clients per adviser in Australia – a number not seen since 2013. While the declining adviser cohort is a factor, so is the improved experience of advisers with technology according to researcher Investment Trends.
Whether an adviser is based in their state’s capital city or not has more to do with their chosen business model than anything else, according to new research from Wealth Data.
The proliferation of private credit providers in recent years is a boon for investors, explains Andrew Ash from Mason Stevens. But the attraction of diversification and returns comes with several caveats that investors should consider.
A joint review conducted by ASIC and APRA was scathing of funds’ collective attempts to meet their new legal obligation to help fund members plan for retirement, and urged them to “address, with urgency, the gaps in their approach”.
Inflation is in a transitory phase but the downward trend looks set to continue. Sovereign funds around the world are adjusting accordingly, with 5 major themes charting the course of institutional investors in the current climate.
The minister is putting his financial advice eggs in the superannuation basket, with dramatic changes to the existing intrafund advice models being considered. “I don’t think fiddling with intrafund advice is going to get us where we need to be,” he said.
The domestic economy is reaching a tipping point, says SQM Research’s Louis Christopher, with the property market only a step behind. Valuation increases across the country are set to be wound back as unemployment and falls from the fixed rate cliff lead to forced sales.
Eighteen months ago, the fund started by former US banker David Di Pilla announced its target to achieve net-zero for scope 1 and scope 2 emissions by FY28. Alongside this came an energy road map and the first phase of its ‘Energy Management System’, which was subsequently rolled out across 18 sites.
