Historically, periodic outperformance by a cohort of stocks linked by sector or region – often with a catchy moniker – has been a mainstay. As has that group’s inability to maintain dominance over the long term.
Rob da Silva didn’t plan a career in research, but a confluence of events led to an early career switch away from pure funds management. The research sector has its challenges, which the now-veteran researcher calls “frustrating”, but it also holds real pockets of opportunity for new players to add value for advisers.
A business may appear to be robust, but a savvy lender that is responsible for the capital of its investors needs to be constantly across the mountain of variables that can present themselves.
HMC Capital has demonstrated how effective its active engagement strategy is with the success of the Sigma/Chemist Warehouse merger. Now David Di Pilla and his team have their sights set firmly on the real estate sector.
In 2023 governments came to a general awareness that to achieve net-zero, robust and consistent ESG policy frameworks must be put in place. In 2024, we should see a continuation of that theme according to New-York based investment group Neuberger Berman.
The life insurance advice sector has been battling a host of issues, including an ill-fitting education program, remuneration uncertainty and product design flaws, for some time. Is it in a death spiral, or is there a path to sustainability for this crucial arm of the advice industry?
As advisers trickle back into the office after summer holidays, many will be confronted with the an urgent regulatory requirement that, if ignored, could see them unable to legally provide advice.
The number of cases being escalated to the complaints authority is soaring, but as we approach the 5-year anniversary of the Hayne Royal Commission it’s clear that a whole new set of issues are driving consumer ire.
Adviser remuneration was a clear thematic this year, with the top two stories focusing on salary levels. Practice management and regulation, once again, played prominent roles in the news cycle, as did the profile of one very interesting young adviser.
There is a world of complexity behind the construction of a highly concentrated portfolio of stocks that consistently outperforms the benchmark. According to Bob Desmond it requires patience and a willingness to operate in “a very select universe”.
