Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Drew Meredith

  • Elizabeth Schmidt

  • Greg Bright

  • Industry Expert

  • Ishan Dan

  • Jaz Harrison

  • Lachlan Maddock

  • Michael Armitage

  • Staff Writer

  • The Inside Adviser

Tech weightings the key driver of factor performance in 2021

The simplest trade may well have been the most profitable since the pandemic began. Backing big tech, the FANGs, or even the S&P500 in which they are more dominant than ever, has been a sure-fire way to deliver the strongest returns in decades to investors in balanced portfolios. But just how important have they been,…

Drew Meredith | 17th Jan 2022 | More
The top-performing Australian equities funds for 2021

2022 was a pivotal year for managed discretionary accounts (MDAs). Funds under management surpassed the magical $100 billion mark for the first time, as the uptake among financial advisers was boosted by Covid-19. According to the Institute of Managed Account Professionals (IMAP), estimates are for funds under management to cruise past the $200 billion mark…

Ishan Dan | 13th Jan 2022 | More
  • Performance dispersion expands amid growth sell off

    The second half of 2021 has produced a mixed bag of results for global growth equity funds. A mass rotation away from China and high bond rates impacting valuations saw global growth funds skewed towards Asia and US tech, underperform. Those tilted towards the US more generally outperformed. Looking at the Hyperion Global Growth Fund,…

    Ishan Dan | 16th Dec 2021 | More
    Crypto platforms welcome Frydenberg’s regulations

    From being a ‘crypto critic’, Australia has quickly transformed itself to soon be a ‘crypto leader’ by proposing a framework for managing cryptocurrencies and crypto companies, in the biggest shakeup in the country’s payment systems in 25 years. Covid-19 showed us how quickly society digitised its payments systems with the onset of Afterpay and its…

    Ishan Dan | 16th Dec 2021 | More
  • Asset-backed securities in favour for floating-rate yield

    As we enter a post-Covid world, interest rates remain at all-time lows with seemingly no immediate respite. To compound matters, the Reserve Bank of Australia (RBA) has given “a very low probability” to the current surge in inflation triggering an early increase in official rates. Inflation has risen somewhat, but in underlying terms the rate…

    Ishan Dan | 13th Dec 2021 | More
    BlackRock tilts towards China ahead of a recovery in 2022

    And just like that, the year is almost over. As 2021 comes to an end, there’s a lot to celebrate, both good and bad. The pandemic is largely behind us, with multiple vaccines administered across the world, but at a great cost and a hefty debt bill. But there is light at the end of the…

    Ishan Dan | 9th Dec 2021 | More
    Optimism will always win in the digital economy

    Financial advisers can’t be faulted for feeling pessimistic about the future as another year comes to an end. The last few years have seen the advisery world turned upside down, with those who remain paying for the sins of others. But regulation is only one part of the story, as their primary role providing strategic…

    Drew Meredith | 25th Nov 2021 | More
    Following the smart money to guide portfolios

    “Follow the money” is among the most popular sayings in markets, with the regular Bank of America Fund Manager Survey one of the few insights available into how some US$1 trillion ($1.4 trillion) is being allocated. As is the case in the age of social media, click bait and meme stocks, those with the loudest…

    Staff Writer | 22nd Nov 2021 | More
    Valuing the bleeding edge

    With all this talk of disruptors, it’s hard to figure out what any of them are actually worth. Less, is the prevailing wisdom. You won’t find many investors in the market today who believe that Tesla has that special something that established auto manufacturers don’t (unless it’s a maverick, spacefaring CEO). The question is, how…

    Lachlan Maddock | 27th Sep 2021 | More
  • The growth paradox and three key themes

    With reporting season over, one would assume markets would have been under strain amid the disruption and pandemic forced restrictions. On the contrary, equity markets have never been better, rising almost 15 per cent in the last six months in Australia. Pendal’s head of equities, Crispin Murray, has released a research note touching on four…

    Ishan Dan | 13th Sep 2021 | More
    Charter Hall’s ‘custodian’ approach pays off

    You could be forgiven for thinking 2020 was a difficult year for property investors. The onset of the pandemic impacting all asset classes in unforeseen ways, no more so than property. As we have seen in other asset classes, there is still little certainty in what lies ahead beyond lockdowns, social distancing and the reopening…

    Drew Meredith | 30th Aug 2021 | More
    Trilogy Industrial Property Trust growth highlights soaring demand

    Specialist property-based fund manager, Trilogy Funds, added another two properties to its industrial portfolio in June and July, with a third scheduled to settle in August, highlighting the soaring demand and underlying strength of industrial property across Australia. As part of the growing Trilogy Industrial Property Trust the fund manager finalised the purchase of a…

    Industry Expert | 30th Aug 2021 | More
  • 1 2 3 4