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Portfolio drift remains a clear and present danger for client portfolios

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.

Drew Meredith | 22nd Jul 2024 | More
Why breaking your advice business could be the best thing for it

The solutions to practice inefficiency might be completely foreign, but the challenges of service delivery have a habit of changing, so the methods employed to meet those challenges need to evolve in tandem.

Drew Meredith | 15th Jul 2024 | More
  • The bad news that’s good news for markets: Invesco

    Cracks are opening up in global economies around the world, with increasing unemployment a bellwether for softening conditions. A tipping point is on the horizon, but central banks remain wary.

    Tahn Sharpe | 15th Jul 2024 | More
    US tech giants could be a bargain in platform change game: Capital Group

    In the AI-fueled rally, some companies will win and others will disappear. But while some parts of the market look hideously expensive, their long-term prospects might justify their valuations.

    Lachlan Maddock | 15th Jul 2024 | More
  • ‘Not yet’ investors are savvy, and successful… until they aren’t

    An eventual market correction won’t necessarily be marked by its depth, the famed British investor writes, but by its speed. Caution may come at a price, but Ruffer believes that cost will take on a different perspective by the time it’s been paid in full.

    Jonathan Ruffer | 11th Jul 2024 | More
    ‘An asset you’d want to own’: Fixed income stability to offset rate uncertainty

    Whether you perceive the RBA’s messaging to be balanced or mixed, the uncertainty serves as a reminder that fixed income is a vital sleeve in any investment portfolio.

    Staff Writer | 8th Jul 2024 | More
    Are ASX-listed asset managers undervalued or just falling knives?

    Listed asset managers may be undervalued, Morningstar believes, and there are opportunities for well-positioned firms to rebound as the new interest rate cycle takes effect. But the mid- to long-term outlook may be more problematic.

    Tahn Sharpe | 4th Jul 2024 | More
    Global market ‘sways towards private debt’ as SPV usage tipped to soar

    As market conditions turn, private debt is expected to lead the charge of private capital disbursement across the globe, with special purpose vehicles increasingly at the heart of deals according to a new study.

    Staff Writer | 27th Jun 2024 | More
    Confusion reigns as government hedges its bets on advice in super

    The government’s line on its proposed changes to advice in super is incongruous with the actual changes. You can’t re-do the language embedded in the SIS Act while denying that anything will be different.

    Tahn Sharpe | 24th Jun 2024 | More
  • Family offices dive into public markets, but some things still off the table… mostly

    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.

    Staff Writer | 24th Jun 2024 | More
    AMP doing its best to preserve the worst of its reputation

    By reneging on long-standing employment deals, AMP has again given the impression that it has welched on an existing agreement once it realised the deal wouldn’t work out in its favour. Do that repeatedly and people stop wanting to do business with you.

    Tahn Sharpe | 17th Jun 2024 | More
    Ongoing economic concerns present golden opportunity in Chinese market: Pzena

    It’s been one of the most disappointing regions in the world in terms of performance, but Pzena Investment Management thinks China’s bombed-out equity market presents “a real win opportunity”.

    Staff Writer | 3rd Jun 2024 | More