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Wealth management platform space is ripe for tech disruption
The shift towards non-aligned platform advice forced structural change within wealth management in a way never seen before. Findings from the...
New rating system set to separate leaders from 'greenwashers'
Environmental, social and governance (ESG) considerations are becoming an increasingly important discussion point for advisers and investors alike. This was...
Battleground: Infrastructure in post pandemic world
In this article we compare heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their respective infrastructure-focused...
ASIC delivers certainty on consent and 'lack of independence' disclosure
The corporate regulator, ASIC, has continued its busy start to the year, releasing three legislative instruments this week stemming from the recommendations...
No greenwashing in sight at the ESG Masterclass
This year The Inside Network held its industry-leading Environmental, Social and Governance or ESG Masterclass with some of Australia’s leading thinkers...
What are High Conviction funds?
Often used to describe a particular type of investment style – for example, the High Conviction Equities Fund – “conviction” is all...
Battleground: Infrastructure in post pandemic world
In this article we compare infrastructure heavyweights Magellan and ClearBridge (previously known as RARE Infrastructure) and their strategies. While Magellan...
What to do when your star portfolio manager leaves
As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have...
T.Rowe Price wins global fund of the year
The annual Awards held by Morningstar saw the winners of 2021 announced across various categories, something we covered here. Taking the majority of the awards...
Are you winning enough clients?
Summary: There has been a rapid and large-scale shift across many industries towards working remotely. Organisations are investing in remote working technology...
Portfolio diversification through innovation - Part 3
Part 3 – Daintree Capital Core Income Trust Sydney-based Daintree Capital is an ultra-modern, specialist absolute return funds management boutique with a...
In search of an inflation hedge
During times of fear, investors often become irrational. As the coronavirus pandemic swept through the globe, fear and uncertainty rose, and investors began...
Franklin, Hyperion lead Morningstar award finalists
Last week, investment research firm Morningstar Australasia announced the finalists of the 2021 Morningstar Australia awards. Some of the big names include...
Portfolio diversification through innovation - Part 2
Part 2 – Apollo Capital Fund It has been a busy few months for Bitcoin and the cryptocurrency world. Bitcoin’s price rocketed to an all-time high...
Are your clients asking about Tesla, lithium or space?
Are your clients asking you why they don’t hold Tesla? If they have an exposure to lithium? Are they looking for an exposure to the renewable energy...
Mirae Asia Great Consumer fund upgraded to 'Recommended'
The Asian middle class, but particularly that in China and India, is one of the fastest growing-population cohorts in the world; and potentially, the most...