Value proposition

While PwC expects the asset and wealth management sector to see a rebound in assets under management by 2027, it predicts a vastly changed landscape in which the top 10 per cent of managers will control half of all mutual fund assets globally.

The tendency to relent to client commentary, which in many cases is driven by headlines and sentiment, is one of the biggest detractors from long-term returns.

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

The biggest question on the minds of every investor in the world today is clear: will the US experience a recession?

Leading responsible investment manager, Australian Ethical, this week highlighted the unique challenges facing investors in a response to the events at AGL Energy in recent weeks.

To be a successful financial adviser, especially during times of peak volatility, it pays to understand and master the human cognitive biases that can often lead to poor decision-making

The financial services market has been more active than ever in 2022, with the shortage of workers and significant growth leading to a flurry of activity in role and job changes.

“We all think we know China, but you won’t think of China the same way after this presentation” explained James Dunn, host of The Inside Network’s Equities and Growth Assets Symposium held in April. He was introducing Lewis Prescott, international CEO of Mingshi Investment Management, a multi-billion-dollar quantitative equity manager that recently launched in Australia….

“If you ask 100 engineers how much steel and concrete are required to build a bridge, and 99 engineers say x amount of steel and y amount of concrete, and one engineer – just one – says half of x and half of y, I think there’s probably more chance of falling pregnant via wind…

The passive vs. active debate remains alive and well, particularly in the larger company universe, where being different to the index is quite a challenge, and in many cases, a career risk. The consistent standout among the quarterly passive vs. active reports, however, has been the Australian smaller company sector. Globally recognised as companies valued…

Global smaller companies, defined broadly as those valued anywhere between $300 million and $5 billion, are offering one of the most compelling valuation opportunities in 20 years, says Simon Wood of Ausbil Investment Management. Speaking at The Inside Network’s leading Equities and Growth Assets forum this month, Wood highlighted the unique opportunity set and its…

‘A thief in the night’ was the title of Stephen Hayes’ session at last weeks’ Equities and Growth Assets Symposium hosted by The Inside Network. Tasked with confronting the most significant and pressing issue facing investors and asset allocators around the world, Hayes managed to summarise it quite simple ‘pricing power’ is what really matters….