Analysts tip May rate rise as inflation soars to 21 year high
Several economists are now expecting the central bank will raise interest rates next week given a jump in inflation to a 21-year high of 5.1%, which would be...
Reframing advice with technology
According to a new report from EY, How will you reframe the future of advice if today’s client is changing?, the global market for wealth advice is...
Fund flows drop during first quarter market turmoil
Australian investors’ appetite for equities dropped in the first quarter of 2022, especially for international shares which have dropped more than...
Factor performance in 1Q sees value outperform: MSCI research
MSCI has recently examined how different equity factors have performed since Russia’s invasion of Ukraine and found that stocks related to oil...
Super investments can make a big difference to climate
Superannuation investments can have a big impact on the climate, and superannuation funds are increasingly offering investors more climate-friendly investment...
Analysts see merit in Perpetual bid
Asset manager Perpetual has made a bold $2.4 billion takeover bid for asset manager Pendal, which it says would create a “leader in the Australian asset...
Aussie wealth surges to fresh high as asset values soar
Australians are the richest they have ever been, with household wealth jumping to a record $14.68 trillion in the December quarter of 2021, a rise of 4.5 per...
Managed Accounts FUM climbs with asset markets
Funds under management (FUM) in managed accounts jumped in the second half of 2021, with continued growth expected in 2022 through more volatile asset markets,...
Population of ultra-wealthy surges worldwide
Last year’s global economic rebound, combined with increases in the prices of shares and property, have boosted the number of ultra-wealthy people...