Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • Giselle Roux

  • Industry Expert

  • Ishan Dan

  • Lachlan Maddock

  • Staff Writer

  • Stephen Dover

  • The Inside Adviser

Midyear Outlook: Income arrives in many shapes and sizes

Income arrives in many shapes and sizes     The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties plaguing markets remain—particularly with regard to inflation, interest rates and the possibility of recession.  Stephen Dover, Chief Market Strategist, Franklin Templeton Investment Institute says: “As we look toward the…

Stephen Dover | 28th Jul 2022 | More
The income conundrum

The combination of rising global interest rates and increasing recession fears has complicated the current investing environment. The traditional “safe haven” of fixed-income has seen volatility spike at a faster rate than equities. For those who require consistent cash flow, this creates a new level of uncertainty. To produce enough income to offset persistently higher levels…

Stephen Dover | 11th Jul 2022 | More
  • Food innovation: Investing to feed our future

    I am not an expert on climate change. Therefore, I will leave it to those experts and environmental, social and governance (ESG) specialists to talk in detail about the impacts of climate change on our food system and which government policies are required to address or decrease impacts. I am looking at the future of…

    The Inside Adviser | 17th Jun 2022 | More
    Overcoming anchoring bias key to advisers amid volatility

    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. No doubt the recent share market rout has caused many investors to make poor decisions as a result of taking shortcuts or by being overconfident or…

    Ishan Dan | 10th Jun 2022 | More
  • Outlook for Australia ‘favourable’ compared to ROW: Chronis

    The VIX Volatility Index or Fear Index hit a 52-week high of 38.94 last week after $65bn was wiped off the Australian share market. To put that in context, the VIX index rose to 65pts when Covid-19 first hit and peaked at 80 at the start of the GFC. While the VIX index has broken…

    Ishan Dan | 9th May 2022 | More
    Your guide to contrarian investing

    At its simplest, taking a contrarian investment approach means going against current market trends. There are different levels of being a contrarian investor. For some investors being contrarian is merelyholding more or less of a particular stock relative to the market or their peer group, or taking one or twodifferent investment positions. At Allan Gray,…

    The Inside Adviser | 5th May 2022 | More
    How late-stage VC provides ‘air cover’ through market cycles

    Demand for venture capital (VC) has soared in recent years amidst expectations for more muted public-market returns. Late-stage VC sits between VC and traditional private equity (PE), and is focused on backing the rapidly growing segment of already-successful companies with established market share, and typically exhibiting $50 million or more in revenue. “The number of…

    Staff Writer | 28th Apr 2022 | More
    PIMCO TRENDS Managed future: Seeking diversification and returns

    Managed futures strategies have produced positive returns during sustained equity market downturns, but not all funds are designed with the agility to generate “crisis alpha” during periods of sudden volatility. Matt Dorsten, co-portfolio manager of the PIMCO TRENDS Managed Futures Strategy Fund, and Christopher Santore, product strategist, talk with Mike Connor, product strategist, about how…

    The Inside Adviser | 25th Mar 2022 | More
    The Crypto-Powered Future: Apollo Capital

    The Crypto-Powered Future is Already Here  Investing is essentially an attempt to predict the future by allocating capital to the most promising companies, technologies, or economic models, adjusted for risk tolerance. In December 2003, William Gibson, one of the most influential Cyberpunk authors, wrote ‘The future is already here – it’s just not evenly distributed.”…

    The Inside Adviser | 25th Mar 2022 | More
  • Private Equity and the Allocation Gap: Barwon Investment Partners

    Private equity (PE) investments are simply investments in private companies. There is a broad spectrum of private equity investment structures but typically it involves the PE manager (also known as a General Partner (GP) or sponsor) acquiring a controlling stake in a business. The asset class has grown tremendously over the past 10 years as…

    The Inside Adviser | 25th Mar 2022 | More
    Pathways to bitcoin exposure in 2021: Monochrome

    The growing popularity and adoption of Bitcoin within daily financial infrastructure has sparked the curiosity of many individuals regarding the allocation of Bitcoin within their portfolios and self-managed super funds (SMSF).1 A survey by New York Digital Investment Group (NYDIG) revealed that “62% of clients would switch financial advisors to one that offers advice about…

    The Inside Adviser | 25th Mar 2022 | More
    Ruffer releases its 2022 Review

    The 2022 Ruffer Review explores how turbulence lies ahead for investors as inflation volatility is set to be the biggest challenge for investors in a generation. Also discussed are risk and its repercussions, shifts in global politics and Great Power relations, a warming planet and shifting energy mix, as well as financial disruption and regime…

    Industry Expert | 11th Mar 2022 | More