Advice

To understand where the global economy stands today, we must look to the past and most importantly back to the business cycle, explained Irene Tunkel, Chief US Equity Strategist at BCA Research. Speaking at The Inside Network’s Equities and Growth Assets Symposium last week, Tunkel highlighted the unique challenges facing every investor in the world….

Following on from the Banking Royal Commission of 2017-18, the growing popularity of boutique independent financial advisers has grown consistently, with clients seeing value in advisers that are building strong personal relationships and providing a consistent high-quality service to their clients. Boutique advisory firms typically have a niche area of expertise where they can differentiate…

Reading media headlines today, advisors and investors may have missed one of the more powerful releases, for the long-term at least. It related to another management fee reduction by a leading active global equity manager. The Fidante-backed Alphinity announced that it would lower the fees on two of its global equity funds from May. These…

The proliferation of data and information has done little to improve the outcomes of self-directed investors. With information on almost any issue and a social media system built to reinforce our own beliefs or views in many cases, making sound investment decisions has never been harder. As an experienced financial adviser, I like to think…

While watching one of the most popular TV series in recent years, Billions, which follows the story of hedge fund billionaires, you wouldn’t necessarily expect to gain business ideas or insights. Perhaps investment ideas given that the characters in the series are known for pushing the limits to generate the maximum return possible, but definitely…

The number one expectation Australians have of financial advisers in 2022 is quite straightforward, according to the Responsible Investment Association Australasia (RIAA); they must know about responsible investment. That is according to the more than one thousand people interviewed for the latest Values to Riches survey, 64 per cent of which suggested this was a…

With volatility and inflation on the rise, things aren’t looking too good for the near future; that’s the broad view of the Global Macro team at JP Morgan. Speaking at the Inside Network’s Alternatives Symposium, held on February 23, Josh Berelowitz, portfolio manager in the macro strategies team, confirmed our worst fears, saying “traditional beta…

We have already entered a new era (perhaps ‘the Crypto Age’) where large parts of our daily lives – work, social networks, financial capital, human interaction, entertainment, gaming, music, and artistic creativity, will be digitised (and increasingly tokenised) to be stored and exchanged on a blockchain. That’s the view that Michael Armitage of Apollo Capital…

Reimagining portfolios for tomorrow’s reality Increasing inflation volatility represents the greatest challenge to investors for a generation. A new regime and the collapse of the financial market status quo requires us to reimagine portfolios. No longer can we rely on yesterday’s logic. “Inflation is the endgame. Just brace for inflation volatility first.” Do we still…

The reopening of borders to international travellers in February was naturally cheered as a return to some level of “normality.” Tourism and hospitality operators who were able to hold on now stand to benefit from both a surge in customers by also the potential to attract new staff. Australia has been more reliant than most…

With our long period of near-zero interest rates seemingly at an end, every investor’s attention turns to the balance of their portfolio. Conventional wisdom is that now is the time to rethink exposure to real estate investments because rising interest rates are a drag on property values and rising inflation benefits other asset classes. There…

Most financial advisers have likely been inundated with phone calls in recent weeks as markets took a negative turn following another prosperous year for investors. Loss aversion is one of the most basic human instincts, which makes informed and prudent investing incredibly difficult during periods of change. This natural instinct is perfectly leveraged by the…