Expert analysis of the most pressing issues facing investors, financial advisers and the economy in general. Expect thought leading content covering important macroeconomic themes, asset class analysis and deep-dives into individual sectors. The name says it all, uncovering alternative insights on traditional concepts and adding to your knowledge base.
This week Yarra Capital announced the acquisition of Nikko Asset Management’s Australian business, named Nikko AM, in a deal that will see the combined group hit A$20 billion in assets under management. The combined multi-asset manager will become one of
As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have been poached within the funds management industry by a competitor waving more money. Sometimes
Summary: There has been a rapid and large-scale shift across many industries towards working remotely. Organisations are investing in remote working technology and infrastructure. The popularity of virtual communication platforms has surged. COVID-19 took the world by storm, bringing economies
An illustration of why an active long-short approach to the global listed infrastructure (GLI) sector makes sense. ESG funds have gained in popularity in 2020, sometimes with a material impact on underlying holdings. This has impacted GLI stocks recently, with the iShares
Groups of amateur investors that gather on social media forums such as Reddit have organized to buy stocks and options in companies with high short interest like GameStop, AMC Entertainment and Blackberry, among others. The buying activity drove the stocks
During times of fear, investors often become irrational. As the coronavirus pandemic swept through the globe, fear and uncertainty rose, and investors began selling equities looking for shelter, often parking funds in cash until times were better. The problem with
It’s not hard to find commentary about market “bubbles” on a daily basis, where you can take your pick on traditional bond prices, property, growth equities and now extend the topic to bitcoin, gold or many other financial markets. At best
Bryan Gray, a genuine stalwart of, and major contributor to, the strong position of Australia and New Zealand’s asset servicing sector, has retired. He spent 12 years at State Street followed by nearly 20 years at J.P. Morgan. Gray is
The switch in focus to retirement incomes, ahead of the introduction of the Retirement Income Covenant, was evident at the annual SMSF Association conference last week. Deborah Ralston said: “Super has been a bit overdone”. Ralston, one of the panellists
The search for diversification has forced financial advisers to look far and wide as they seek non-correlated opportunities to fortify client portfolios. Among the most popular asset class in recent months have been emerging market equities, primarily those focused on
This week Yarra Capital announced the acquisition of Nikko Asset Management’s Australian business, named Nikko AM, in a
As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular
Summary: There has been a rapid and large-scale shift across many industries towards working remotely. Organisations are investing
An illustration of why an active long-short approach to the global listed infrastructure (GLI) sector makes sense. ESG funds have
Groups of amateur investors that gather on social media forums such as Reddit have organized to buy stocks
During times of fear, investors often become irrational. As the coronavirus pandemic swept through the globe, fear and
It’s not hard to find commentary about market “bubbles” on a daily basis, where you can take your
Bryan Gray, a genuine stalwart of, and major contributor to, the strong position of Australia and New Zealand’s
The switch in focus to retirement incomes, ahead of the introduction of the Retirement Income Covenant, was evident
The search for diversification has forced financial advisers to look far and wide as they seek non-correlated opportunities
Insights for Advisers by Advisers
