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The three steps that matter for contrarian investors in the 'zero-sum game'
Contrarian investors are adept at spotting misalignment that leads to arbitrage between real value and perceived value. But it isn't easy. "True bargains are...
Rate cuts by mid-year as 'little victories' chart the path to disinflation: Invesco
The tailwinds for disinflation are starting to coalesce across the globe, which should give some central banks the 'anchoring' required to start dropping rates...
QAR legislation stumbles on prohibitive super fund advice fee rules
It was assumed by industry that a glaring gaffe in the government's draft legislation, which forces super funds to assess every piece of advice before...
CSLR adds to the burden on industry it's meant to support: FAAA
There are several bones of contention that the FAAA, and the industry more broadly, has with the compensation scheme's settings, despite supporting it in...
Correlation dilemma gives liquid alternatives their time in the sun
Liquid alts will only become more in demand if the positive relationship between bonds and equities remains sticky, Harrex explained. Investors will need...
Co-investment and secondaries reign comes to the fore in 2024's PE channels
After a stellar two years for private equity, the global market stalled in 2023 amidst challenging conditions. The switch called for agility, with Neuberger...
Have we reached peak model portfolio?
There is an incredible rush to bring model portfolio offerings to market from every corner of the advice ecosystem. From platform providers to licensees and...
Advisers cram in the clients, but have more support than ever
When you have an increase of 50 per cent in support staff over a 4 year span, it hints at some serious changes to the shape of advice practices across the...
Both human and digital advice constrained by the same price-to-value dilemma
The good news? Millions of unadvised Australians see the value in financial advice. The bad news is that the vast majority remain reluctant to attach market...
Small caps renaissance set to highlight the value of active management: Invesco
While the small companies sector of the share market is poised to benefit from the predicted retreat of inflation, the tailwinds really kick in when you throw...
Advisers warned: Choice super returns must be monitored and explained
Advisers should treat Choice super performance as a "primary consideration," the commissioner stated, while licensees should have "rigorous processes" for...
Iress' big loss on OneVue deal caps five years of platform bloodletting
It's a spectacular transaction, one that marks not only the likely nadir of Iress but what should be the end of five very frothy years of M&A activity in the...
SMSF advice review to focus on set-up suitability and early access: ASIC
Both illegal early access and SMSF suitability are known concerns of the regulator, but Sciacca noted that the driver of this review is ASIC's desire to audit...
Advice review to help consumers move up advice 'continuum': Panel
Bringing super funds and other institutions into the advice ecosystem should benefit consumers by creating an organic path for them to follow as their needs...
Why fund managers are smarter than you think
The current market isn’t just a poor marking stick for active investment expertise, but a dangerous one, with concentration risk at alarmingly high levels....
Why 'Magnificent Seven' FOMO can be a serious NO-NO for investors
It's hard to exceed stratospheric expectations, which is the proposition investors buying into the big US tech stocks face. Hunting for lower bars to hurdle...