Asset management

The traditional method of protecting client portfolios from drift remains entirely valid. It’s ostensibly cheaper to run portfolios without managed accounts, but it does take more time to do so and probably takes on more risk.

The assets family offices invest in haven’t changed much but the ways they’re investing in them have, according to BNY Mellon Wealth. Meanwhile, cryptocurrencies are seeing more interest as a new generation takes the reins.

Pete Robinson presents the case for Australian private debt using a supermarket chain case study.

In unpredictable markets, emotions can run high, and good intentions mingled with bad communication can potentially damage adviser-client relationships.

Following a decade-long run of low-interest rates and rising asset prices, many companies took the opportunity to load up on cheap deb

Gold has a colourful history, going back thousands of years, as a means to store and transport wealth and a way to help protect against the inflationary impacts on currency buying power.

The combination of rising global interest rates and increasing recession fears has complicated the current investing environment.

If managing a bond portfolio is a daily tug-of-war between art and science, Adam Grotzinger, senior fixed income portfolio manager at Neuberger Berman in Chicago, is on the side of the former.

In a year shaped by geopolitical tensions, a pandemic, war, inflation and supply-chain disruptions, the number one threat perceived by the general public remains inflation.

Charlie Jamieson, co-founder and chief investment officer at Jamieson Coote Bonds (JCB)spoke recently at Praemium’s  Key Market Drivers event, blaming much of the market under-performance of 2022 on fixed-interest markets.

As quickly as the world came out of the pandemic, it was faced with yet another black swan event that caused markets to capitulate, and left supply chains in disarray.

“Recession? Who knows? We’re not bearish, especially with our value style of investing. It’s bit of war like scenario. After the war’s over, we get inflation and that’s what we’re in.