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Magellan, Franklin Templeton changes lead appointments this week

Australia’s unemployment figures remained steady at 3.9 per cent for May despite more than 61,000 people entering the workforce. The extra workers that have joined is evidence that the workforce is starting to thrive and expand in the wake of the pandemic. The May increase in employment figures is the seventh consecutive increase. The participation…

Ishan Dan | 20th Jun 2022 | More
As lockdowns end, China, Asia opportunities emerge

News that two major Chinese cities are finally emerging from their COVID-19 lockdown slumber has once again highlighted the huge opportunity set available in Asia. With the economy as much as 12 months behind the rest of the world, if the experience of the likes of Australia and the UK post lockdowns were anything to…

Staff Writer | 6th Jun 2022 | More
  • On the move in wealth management

    Optimism and confidence in the Australian job market is growing and expanding throughout the country, with the latest data from the Regional Australia Institute showing that there were 84,600 regional job vacancies in April 2022, up 24.8% compared to a year earlier. The unemployment rate remained steady at a historical record low, at 3.9%. Adding…

    Ishan Dan | 2nd Jun 2022 | More
    On the move in wealth management – culture in focus

    As Anthony Albanese is sworn in as the new Prime Minister and the Labor Party takes power for the first time in close to a decade, there have been a lot of high profile moves in political circles. Josh Frydenberg and Tim Wilson were chief among them, perhaps that will join the wealth management industry…

    Ishan Dan | 23rd May 2022 | More
  • Best bets at the MAX Awards

    While the media they use have been in a state of constant disruption for at least 25 years, the noble arts of sales and marketing remain steadfast in pursuit of their goals. Next month’s MAX Awards will tell us how they are faring. The 28th annual Rainmaker ‘Financial Standard’ awards for marketing and sales excellence…

    Greg Bright | 12th May 2022 | More
    Fertility rate set to rise, bond yields with it

    Aging populations are putting strain on pension and health care systems and the Covid-19 pandemic, by causing people to delay births and pushing up the number of dependents, hasn’t helped. But new research from BCA Research predicts a rebound in fertility rates in the years ahead, though this could pressure bond yields higher. The number…

    Nicki Bourlioufas | 9th May 2022 | More
    Tapping into the power of female clients

    As an adviser, you want your clients to be educated on the importance of financial advice.  Research has shown that a one-size-fits-all approach to communication isn’t the most effective tactic and while it’s near impossible to customise messages person to person, it turns out that it’s quite easy to customise them by one big factor…

    Jacquelyn Mann | 7th Apr 2022 | More
    What’s the biggest benefit of late-stage VC?

    “(The biggest benefit) of late stage venture capital is the uncorrelated nature of the asset class,” said Kevin Moss, president and portfolio manager at late stage venture capital manager Liberty Street Advisors (LSA). “Everybody’s looking for the capital gains of course, but this really differentiates the asset class… And history will tell you that periods…

    Staff Writer | 7th Apr 2022 | More
    Why Morningstar is doubling-down on Aussie fundies

    The “widow-maker” in the Australian investment context has long referred to those willing or stupid enough to take a short position on the “big four” banks. Being such a huge part of the benchmark and with clear government support, betting against the sector has carried too much career risk for many. But in 2021 and…

    Drew Meredith | 4th Apr 2022 | More
  • Aussie wealth surges to fresh high as asset values soar

    Australians are the richest they have ever been, with household wealth jumping to a record $14.68 trillion in the December quarter of 2021, a rise of 4.5 per cent from the September quarter, while wealth per capita increased to an all-time high of $566,541, according to data from the Australian Bureau of Statistics (ABS). Almost…

    Nicki Bourlioufas | 31st Mar 2022 | More
    Population of ultra-wealthy surges worldwide

    Last year’s global economic rebound, combined with increases in the prices of shares and property, have boosted the number of ultra-wealthy people worldwide, with their number rising at a faster pace in 2021 than in 2020, despite the lingering Covid-19 pandemic. The number of ultra-high-net-worth individuals (UHNWIs), or those with US$30 million ($40 million) or…

    Nicki Bourlioufas | 28th Mar 2022 | More
    Global X adds Head of Investment Strategy ahead of Australian expansion

    New York-based ETF provider Global X, with US$40 billion ($53.3 billion) in assets under management across more than 80 products, is preparing to launch in the Australian market, and has announced a huge step in its mission. This week, the ETF provider announced the appointment of Blair Hannon as head of investment strategy of the…

    Ishan Dan | 28th Mar 2022 | More
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