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Innovation in practice: Thematic investing and managed accounts

To provide a value proposition that stands apart, wealth management practices must be adaptive and consider the range of investment products available. Two popular options show how practices can cater to evolving client needs.

Staff Writer | 18th Dec 2023 | More
Once maligned, derivatives shine as investors rethink volatility

Derivatives should not be a “dirty word” for investors looking for better returns, capital protection and diversification at a time when volatility and higher inflation appear here to stay, according to Atlantic House Group’s Andrew Lakeman and Global X’s Evan Metcalf.

Lisa Uhlman | 27th Sep 2023 | More
  • Credit primes as a defensive stalwart in higher-for-longer environment

    As the impacts of rising interest rates continue flowing through the economy, credit remains one of the most reliable and attractive ways to add defensiveness to a portfolio, strategists from SQM Research and ICG told a recent Inside Network symposium.

    Lisa Uhlman | 18th Sep 2023 | More
    Long-term returns data compelling, but systemic approach to small caps required

    Small cap investing has considerable upside, which the long-term returns data shows. But many small caps are less than quality grade, and the managers picking them can be rife with bias.

    Staff Writer | 27th Mar 2023 | More
  • Currency key to investability, as shorts pay off

    An actively managed global fund manager said something along the lines of “the challenge in 2022 won’t be in outperforming the index, but rather in generating a positive return

    Drew Meredith | 1st Aug 2022 | More
    Benign risk of default drives credit opportunity

    History has shown that investing into bank loans and credit markets at or near current valuation levels has delivered high single digit and double digit returns over the long-term.

    Drew Meredith | 1st Aug 2022 | More
    Local dollar’s slide prompts hedging question

    The Australian dollar could fall to US65 cents by the year’s end as higher interest rates in the US and capital inflows push the US dollar higher.

    Nicki Bourlioufas | 28th Jul 2022 | More
    Passive funds dominate ETF flows despite volatility

    BetaShares this week released its Half-Year Review of the exchange traded fund industry, with a few surprises in store for one of the most popular parts of the investment sector.

    Drew Meredith | 22nd Jul 2022 | More
    Lazard, PM Capital top the tables for Oz equities

    A pandemic, a few supply-chain disruptions, a war in Europe, rising energy prices, climate change and soaring inflation. What more could you ask for?

    Ishan Dan | 14th Jul 2022 | More
  • Time to reset fixed-income portfolio construction

    Concerns over rising inflation and a global growth slowdown have many financial advisers re-positioning client portfolios away from risk and towards safety.

    Ishan Dan | 11th Jul 2022 | More
    Commodities the only highlight in rough year: Atchison

    The end of 2022 feels a little like a blur of problems, people and red numbers, that’s not even considering what we have just been through.

    Ishan Dan | 8th Jul 2022 | More
    HMC Capital launches real-asset-focused alternative strategy

    High-conviction alternatives manager, HMC Capital has announced the launch of its new HMC Capital Partners Fund 1, which will seek to invest in private and public businesses with real-asset backing.

    Ishan Dan | 4th Jul 2022 | More
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